|
1
|
Private Wealth Strategies
New Albany,
Ohio
|
$64.4M
|
-$288K
|
-6,680
|
-0.5%
|
|
|
2
|
|
$61.7M
|
-$1.16M
|
-26,885
|
-2%
|
|
|
3
|
Private Advisor Group
Morristown,
New Jersey
|
$40M
|
+$2.1M
|
+48,661
|
+6%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$29.5M
|
+$7.96M
|
+184,381
|
+38%
|
|
|
5
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$25M
|
+$360K
|
+8,348
|
+1%
|
|
|
6
|
Daido Life Insurance Company
Osaka,
Japan
|
$24M
|
–
|
–
|
–
|
|
|
7
|
Cetera Advisors
Denver,
Colorado
|
$13.7M
|
+$100K
|
+2,325
|
+0.7%
|
|
|
8
|
IEQ Capital
Foster City,
California
|
$11.6M
|
+$11.4M
|
+265,154
|
New
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$9.33M
|
-$140K
|
-3,237
|
-1%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$8.87M
|
+$140K
|
+3,243
|
+2%
|
|
|
11
|
Relative Value Partners Group
|
$8.15M
|
-$2.06M
|
-47,642
|
-20%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$5.58M
|
-$65K
|
-1,505
|
-1%
|
|
|
13
|
Avantax Advisory Services
Dallas,
Texas
|
$4.62M
|
+$34K
|
+787
|
+0.7%
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$4.1M
|
-$128K
|
-2,954
|
-3%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.1M
|
-$116K
|
-2,684
|
-3%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.96M
|
+$173
|
+4
|
+0%
|
|
|
17
|
Marietta Wealth Management
Marietta,
Georgia
|
$3.82M
|
-$151K
|
-3,488
|
-4%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.77M
|
-$1.26M
|
-29,218
|
-25%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$3.57M
|
-$439K
|
-10,168
|
-11%
|
|
|
20
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$3.43M
|
+$153K
|
+3,555
|
+5%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$3.4M
|
-$114K
|
-2,635
|
-3%
|
|
|
22
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$3.35M
|
+$34.5K
|
+798
|
+1%
|
|
|
23
|
Insight Advisors
Newtown,
Pennsylvania
|
$3.03M
|
+$255K
|
+5,914
|
+9%
|
|
|
24
|
|
$2.74M
|
+$152K
|
+3,520
|
+6%
|
|
|
25
|
International Assets Investment Management
Orlando,
Florida
|
$2.47M
|
+$2.01M
|
+46,572
|
New
|
|
