|
1
|
Private Wealth Strategies
New Albany,
Ohio
|
$65.5M
|
+$5.95M
|
+142,661
|
+10%
|
|
|
2
|
Beacon Financial Group
Dallas,
Texas
|
$36.1M
|
–
|
–
|
–
|
|
|
3
|
|
$34.4M
|
-$405K
|
-9,720
|
-1%
|
|
|
4
|
Daido Life Insurance Company
Osaka,
Japan
|
$19.4M
|
–
|
–
|
–
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.5M
|
+$17M
|
+406,646
|
+1,952%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$9.43M
|
+$62.1K
|
+1,489
|
+0.7%
|
|
|
7
|
Relative Value Partners Group
|
$9.34M
|
+$338K
|
+8,104
|
+4%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$7.42M
|
-$227K
|
-5,451
|
-3%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$7.2M
|
-$85K
|
-2,039
|
-1%
|
|
|
10
|
Avantax Advisory Services
Dallas,
Texas
|
$5.49M
|
+$46K
|
+1,104
|
+0.9%
|
|
|
11
|
IFP Advisors
Tampa,
Florida
|
$4.17M
|
+$317K
|
+7,610
|
+9%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.99M
|
+$711K
|
+17,041
|
+23%
|
|
|
13
|
Marietta Wealth Management
Marietta,
Georgia
|
$3.79M
|
+$28.1K
|
+673
|
+0.8%
|
|
|
14
|
20/20 Capital Management
Costa Mesa,
California
|
$3.3M
|
-$464K
|
-11,138
|
-13%
|
|
|
15
|
CGN Advisors
Manhattan,
Kansas
|
$3.18M
|
+$102K
|
+2,458
|
+3%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.15M
|
-$57.2K
|
-1,371
|
-2%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$2.98M
|
+$6.88K
|
+165
|
+0.2%
|
|
|
18
|
TRUADVICE
Sarasota,
Florida
|
$2.87M
|
-$72.2K
|
-1,731
|
-3%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$2.72M
|
-$1.41M
|
-33,881
|
-35%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.57M
|
+$112K
|
+2,693
|
+5%
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$2.51M
|
+$271K
|
+6,503
|
+13%
|
|
|
22
|
AE Wealth Management
Topeka,
Kansas
|
$2.29M
|
+$101K
|
+2,434
|
+5%
|
|
|
23
|
JD Financial Services
Carlisle,
Pennsylvania
|
$2.28M
|
+$2.19M
|
+52,591
|
New
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$2.12M
|
-$10.4K
|
-249
|
-0.5%
|
|
|
25
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1.95M
|
+$44.1K
|
+1,058
|
+2%
|
|
