|
1
|
Private Wealth Strategies
New Albany,
Ohio
|
$61.6M
|
+$1.92M
|
+46,126
|
+3%
|
|
|
2
|
|
$59.8M
|
+$19.6M
|
+470,915
|
+49%
|
|
|
3
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$23.4M
|
+$687K
|
+16,518
|
+3%
|
|
|
4
|
Daido Life Insurance Company
Osaka,
Japan
|
$22.8M
|
–
|
–
|
–
|
|
|
5
|
LPL Financial
San Diego,
California
|
$20.4M
|
+$992K
|
+23,847
|
+5%
|
|
|
6
|
Cetera Advisors
Denver,
Colorado
|
$12.9M
|
+$402K
|
+9,660
|
+3%
|
|
|
7
|
Relative Value Partners Group
|
$9.73M
|
-$76.7K
|
-1,842
|
-0.8%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$9.01M
|
+$3.76M
|
+90,370
|
+72%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$8.31M
|
-$646K
|
-15,517
|
-7%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$5.37M
|
-$486K
|
-11,677
|
-8%
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$4.81M
|
-$3.16M
|
-75,823
|
-8%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.8M
|
+$466K
|
+11,207
|
+11%
|
|
|
13
|
Avantax Advisory Services
Dallas,
Texas
|
$4.37M
|
-$83.5K
|
-2,006
|
-2%
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$4.03M
|
-$3.14M
|
-75,574
|
-44%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.01M
|
+$1.15M
|
+27,614
|
+40%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.83M
|
-$96.6K
|
-2,321
|
-2%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$3.82M
|
-$1.05M
|
-25,241
|
-22%
|
|
|
18
|
Marietta Wealth Management
Marietta,
Georgia
|
$3.78M
|
-$93K
|
-2,235
|
-2%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.76M
|
-$132K
|
-3,172
|
-3%
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
$3.41M
|
-$1.28M
|
-30,840
|
-44%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$3.34M
|
-$1.63M
|
-39,093
|
-33%
|
|
|
22
|
KLR Investment Advisors
Providence,
Rhode Island
|
$3.16M
|
+$3.16M
|
+75,941
|
New
|
|
|
23
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$3.16M
|
+$106K
|
+2,545
|
+3%
|
|
|
24
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$3.12M
|
+$110K
|
+2,640
|
+4%
|
|
|
25
|
Rockland Trust
Hanover,
Massachusetts
|
$3.02M
|
+$3.02M
|
+72,589
|
New
|
|
