|
1
|
Private Wealth Strategies
New Albany,
Ohio
|
$74.6M
|
+$3.01M
|
+63,521
|
+4%
|
|
|
2
|
|
$37.6M
|
+$2.14M
|
+45,147
|
+6%
|
|
|
3
|
Beacon Financial Group
Dallas,
Texas
|
$30.5M
|
-$906K
|
-19,125
|
-3%
|
|
|
4
|
Daido Life Insurance Company
Osaka,
Japan
|
$25.3M
|
–
|
–
|
–
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.5M
|
-$168K
|
-3,538
|
-0.8%
|
|
|
6
|
JD Financial Services
Carlisle,
Pennsylvania
|
$12.5M
|
+$574K
|
+12,106
|
+5%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$10.1M
|
+$390K
|
+8,234
|
+4%
|
|
|
8
|
Relative Value Partners Group
|
$10M
|
+$15.5K
|
+328
|
+0.2%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$7.36M
|
+$215K
|
+4,544
|
+3%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$7.24M
|
-$291K
|
-6,140
|
-4%
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$5.9M
|
+$2.97M
|
+62,688
|
+96%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$5.5M
|
+$200K
|
+4,226
|
+4%
|
|
|
13
|
Avantax Advisory Services
Dallas,
Texas
|
$5.4M
|
-$466K
|
-9,832
|
-8%
|
|
|
14
|
Cetera Advisors
Denver,
Colorado
|
$5.4M
|
+$4.93M
|
+104,018
|
+778%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.52M
|
-$211K
|
-4,450
|
-4%
|
|
|
16
|
Marietta Wealth Management
Marietta,
Georgia
|
$4.02M
|
+$74.3K
|
+1,568
|
+2%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$3.67M
|
-$1.39M
|
-29,258
|
-27%
|
|
|
18
|
CGN Advisors
Manhattan,
Kansas
|
$3.59M
|
+$104K
|
+2,192
|
+3%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.51M
|
+$588K
|
+12,401
|
+19%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.39M
|
-$6.16K
|
-130
|
-0.2%
|
|
|
21
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$2.49M
|
-$1.45M
|
-30,667
|
-36%
|
|
|
22
|
Insight Advisors
Newtown,
Pennsylvania
|
$2.35M
|
+$1.1M
|
+23,231
|
+95%
|
|
|
23
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$2.27M
|
+$25.5K
|
+538
|
+1%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$2.23M
|
-$7.92K
|
-167
|
-0.3%
|
|
|
25
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$2.06M
|
+$312K
|
+6,580
|
+17%
|
|
