|
1
|
Private Wealth Strategies
New Albany,
Ohio
|
$55.1M
|
+$2.39M
|
+56,091
|
+4%
|
|
|
2
|
|
$37.1M
|
+$1.48M
|
+34,594
|
+4%
|
|
|
3
|
Private Advisor Group
Morristown,
New Jersey
|
$36.2M
|
+$863K
|
+20,226
|
+2%
|
|
|
4
|
Daido Life Insurance Company
Osaka,
Japan
|
$21.1M
|
–
|
–
|
–
|
|
|
5
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$21M
|
+$23.3M
|
+546,297
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$17.9M
|
-$41.4M
|
-971,198
|
-68%
|
|
|
7
|
Cetera Advisors
Denver,
Colorado
|
$11.6M
|
+$184K
|
+4,310
|
+1%
|
|
|
8
|
Relative Value Partners Group
|
$9.06M
|
-$68.9K
|
-1,615
|
-0.7%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$8.26M
|
+$981K
|
+23,005
|
+12%
|
|
|
10
|
AE Wealth Management
Topeka,
Kansas
|
$6.62M
|
-$207K
|
-4,857
|
-3%
|
|
|
11
|
IFP Advisors
Tampa,
Florida
|
$6.03M
|
+$28.2K
|
+660
|
+0.9%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$5.41M
|
-$801K
|
-18,768
|
-12%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$4.85M
|
+$114K
|
+2,681
|
+2%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$4.58M
|
-$1.95M
|
-45,639
|
-28%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$4.5M
|
-$621K
|
-14,562
|
-11%
|
|
|
16
|
Avantax Advisory Services
Dallas,
Texas
|
$4.11M
|
-$223K
|
-5,228
|
-5%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$4M
|
+$3.15M
|
+73,879
|
+243%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.63M
|
+$323K
|
+7,563
|
+9%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.6M
|
-$85.8K
|
-2,011
|
-2%
|
|
|
20
|
Marietta Wealth Management
Marietta,
Georgia
|
$3.57M
|
+$47.1K
|
+1,104
|
+1%
|
|
|
21
|
Insight Advisors
Newtown,
Pennsylvania
|
$3.42M
|
+$79.9K
|
+1,874
|
+2%
|
|
|
22
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$2.82M
|
+$165K
|
+3,869
|
+6%
|
|
|
23
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$2.78M
|
+$69.1K
|
+1,620
|
+2%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.67M
|
+$2.73M
|
+64,106
|
+1,182%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.64M
|
-$536K
|
-12,554
|
-15%
|
|
