|
1
|
Private Wealth Strategies
New Albany,
Ohio
|
$66M
|
-$15.2M
|
-316,792
|
-19%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$65.6M
|
+$54M
|
+1,128,566
|
+496%
|
|
|
3
|
|
$42.9M
|
+$2.56M
|
+53,453
|
+6%
|
|
|
4
|
Daido Life Insurance Company
Osaka,
Japan
|
$26.6M
|
–
|
–
|
–
|
|
|
5
|
Beacon Financial Group
Dallas,
Texas
|
$20.3M
|
-$11.3M
|
-236,938
|
-36%
|
|
|
6
|
Private Advisor Group
Morristown,
New Jersey
|
$19.9M
|
+$1.92M
|
+40,098
|
+11%
|
|
|
7
|
Relative Value Partners Group
|
$11.6M
|
+$1.17M
|
+24,374
|
+11%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.1M
|
-$2.04M
|
-42,572
|
-17%
|
|
|
9
|
Cetera Advisors
Denver,
Colorado
|
$9.95M
|
+$2.01M
|
+42,079
|
+26%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$8.09M
|
+$345K
|
+7,212
|
+5%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$8.05M
|
-$76K
|
-1,588
|
-0.9%
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$6.32M
|
+$4.91M
|
+102,487
|
+363%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$6.14M
|
+$2.11M
|
+44,109
|
+53%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.05M
|
-$75.2K
|
-1,571
|
-2%
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
$5.97M
|
+$3.34M
|
+69,711
|
+28,688%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$5.86M
|
-$2.53M
|
-52,814
|
-30%
|
|
|
17
|
Avantax Advisory Services
Dallas,
Texas
|
$5.63M
|
-$166K
|
-3,458
|
-3%
|
|
|
18
|
CGN Advisors
Manhattan,
Kansas
|
$4.86M
|
+$718K
|
+15,000
|
+18%
|
|
|
19
|
Marietta Wealth Management
Marietta,
Georgia
|
$4.29M
|
+$142K
|
+2,962
|
+3%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.18M
|
+$314K
|
+6,550
|
+8%
|
|
|
21
|
Insight Advisors
Newtown,
Pennsylvania
|
$3.96M
|
+$347K
|
+7,249
|
+10%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.78M
|
+$138K
|
+2,878
|
+4%
|
|
|
23
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$3.32M
|
+$1.01M
|
+21,010
|
+44%
|
|
|
24
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$3.01M
|
+$2.98M
|
+62,156
|
New
|
|
|
25
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$2.63M
|
+$231K
|
+4,816
|
+10%
|
|
