|
1
|
Private Wealth Strategies
New Albany,
Ohio
|
$84.7M
|
+$2.9M
|
+59,403
|
+4%
|
|
|
2
|
|
$42M
|
+$767K
|
+15,728
|
+2%
|
|
|
3
|
Beacon Financial Group
Dallas,
Texas
|
$33.1M
|
-$152K
|
-3,120
|
-0.5%
|
|
|
4
|
Daido Life Insurance Company
Osaka,
Japan
|
$27.7M
|
–
|
–
|
–
|
|
|
5
|
Private Advisor Group
Morristown,
New Jersey
|
$18.7M
|
+$11.8M
|
+243,081
|
+189%
|
|
|
6
|
Win Advisors
Palm Beach Gardens,
Florida
|
$18M
|
+$17.5M
|
+358,253
|
New
|
|
|
7
|
IHT Wealth Management
Chicago,
Illinois
|
$14.4M
|
+$13.9M
|
+285,063
|
New
|
|
|
8
|
JD Financial Services
Carlisle,
Pennsylvania
|
$14.2M
|
+$465K
|
+9,535
|
+4%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.6M
|
-$8.46M
|
-173,639
|
-41%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$11.5M
|
+$439K
|
+9,014
|
+4%
|
|
|
11
|
Relative Value Partners Group
|
$10.9M
|
-$94K
|
-1,928
|
-0.9%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$8.76M
|
+$2.66M
|
+54,479
|
+46%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$8.47M
|
+$524K
|
+10,758
|
+7%
|
|
|
14
|
Cetera Advisors
Denver,
Colorado
|
$8.24M
|
+$2.26M
|
+46,271
|
+39%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$8.06M
|
+$4.14K
|
+85
|
+0.1%
|
|
|
16
|
Avantax Advisory Services
Dallas,
Texas
|
$6.03M
|
+$109K
|
+2,241
|
+2%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.94M
|
-$5.66K
|
-116
|
-0.1%
|
|
|
18
|
Marietta Wealth Management
Marietta,
Georgia
|
$4.32M
|
-$80.1K
|
-1,644
|
-2%
|
|
|
19
|
CGN Advisors
Manhattan,
Kansas
|
$4.31M
|
+$370K
|
+7,589
|
+10%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$4.17M
|
+$150K
|
+3,067
|
+4%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.03M
|
+$173K
|
+3,550
|
+5%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.79M
|
+$77.8K
|
+1,596
|
+2%
|
|
|
23
|
Insight Advisors
Newtown,
Pennsylvania
|
$3.76M
|
+$1.31M
|
+26,949
|
+57%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$2.94M
|
+$488K
|
+10,015
|
+21%
|
|
|
25
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$2.52M
|
+$31.3K
|
+642
|
+1%
|
|
