|
1
|
Private Wealth Strategies
New Albany,
Ohio
|
$72.1M
|
+$2.22M
|
+48,841
|
+3%
|
|
|
2
|
|
$35.7M
|
-$925K
|
-20,343
|
-3%
|
|
|
3
|
Beacon Financial Group
Dallas,
Texas
|
$31.3M
|
-$9.31M
|
-204,610
|
-23%
|
|
|
4
|
Daido Life Insurance Company
Osaka,
Japan
|
$25.4M
|
+$4.66M
|
+102,399
|
+23%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.8M
|
+$25.8K
|
+568
|
+0.1%
|
|
|
6
|
JD Financial Services
Carlisle,
Pennsylvania
|
$12M
|
+$9.42M
|
+207,039
|
+394%
|
|
|
7
|
Relative Value Partners Group
|
$10.1M
|
+$95.7K
|
+2,104
|
+1%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$9.72M
|
-$325K
|
-7,137
|
-3%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$7.56M
|
-$353K
|
-7,761
|
-5%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$7.18M
|
-$489K
|
-10,758
|
-6%
|
|
|
11
|
Avantax Advisory Services
Dallas,
Texas
|
$5.88M
|
+$36.5K
|
+802
|
+0.6%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$5.33M
|
+$2.4M
|
+52,663
|
+84%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$5.04M
|
+$1.83M
|
+40,333
|
+59%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.75M
|
+$486K
|
+10,681
|
+12%
|
|
|
15
|
AE Wealth Management
Topeka,
Kansas
|
$4.58M
|
+$2.11M
|
+46,304
|
+88%
|
|
|
16
|
Marietta Wealth Management
Marietta,
Georgia
|
$3.96M
|
-$68.3K
|
-1,502
|
-2%
|
|
|
17
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$3.92M
|
+$3.86M
|
+84,824
|
New
|
|
|
18
|
CGN Advisors
Manhattan,
Kansas
|
$3.5M
|
+$109K
|
+2,393
|
+3%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.41M
|
+$55.3K
|
+1,216
|
+2%
|
|
|
20
|
20/20 Capital Management
Costa Mesa,
California
|
$3.34M
|
-$169K
|
-3,705
|
-5%
|
|
|
21
|
TRUADVICE
Sarasota,
Florida
|
$3.18M
|
+$198K
|
+4,364
|
+7%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$3.03M
|
+$355K
|
+7,809
|
+14%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.96M
|
+$212K
|
+4,653
|
+8%
|
|
|
24
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$2.25M
|
+$170K
|
+3,742
|
+8%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$2.25M
|
-$11K
|
-242
|
-0.5%
|
|
