|
1
|
Private Wealth Strategies
New Albany,
Ohio
|
$69.8M
|
+$937K
|
+20,984
|
+1%
|
|
|
2
|
|
$60.6M
|
-$5.06M
|
-113,422
|
-8%
|
|
|
3
|
Private Advisor Group
Morristown,
New Jersey
|
$43.4M
|
+$435K
|
+9,739
|
+1%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$33.9M
|
+$2.3M
|
+51,438
|
+8%
|
|
|
5
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$26.9M
|
+$178K
|
+3,998
|
+0.7%
|
|
|
6
|
Daido Life Insurance Company
Osaka,
Japan
|
$25.7M
|
–
|
–
|
–
|
|
|
7
|
Cetera Advisors
Denver,
Colorado
|
$14.3M
|
-$353K
|
-7,908
|
-3%
|
|
|
8
|
IEQ Capital
Foster City,
California
|
$12.4M
|
–
|
–
|
–
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$10.6M
|
+$619K
|
+13,865
|
+6%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$9.21M
|
-$259K
|
-5,810
|
-3%
|
|
|
11
|
Relative Value Partners Group
|
$8.37M
|
-$324K
|
-7,253
|
-4%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$5.72M
|
-$235K
|
-5,264
|
-4%
|
|
|
13
|
Avantax Advisory Services
Dallas,
Texas
|
$4.88M
|
-$53.6K
|
-1,200
|
-1%
|
|
|
14
|
Advisory Alpha
Holland,
Michigan
|
$4.54M
|
+$4.01M
|
+89,730
|
+1,209%
|
|
|
15
|
AE Wealth Management
Topeka,
Kansas
|
$4.53M
|
+$138K
|
+3,084
|
+3%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.21M
|
-$164K
|
-3,672
|
-4%
|
|
|
17
|
Marietta Wealth Management
Marietta,
Georgia
|
$3.99M
|
-$87.2K
|
-1,953
|
-2%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.98M
|
-$46.5K
|
-1,041
|
-1%
|
|
|
19
|
Insight Advisors
Newtown,
Pennsylvania
|
$3.76M
|
+$493K
|
+11,044
|
+16%
|
|
|
20
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$3.68M
|
+$15.2K
|
+340
|
+0.4%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.64M
|
-$562K
|
-12,586
|
-14%
|
|
|
22
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$3.6M
|
+$17.4K
|
+389
|
+0.5%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$3.23M
|
-$557K
|
-12,487
|
-15%
|
|
|
24
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$3.14M
|
+$3M
|
+67,192
|
New
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$2.84M
|
-$751K
|
-16,824
|
-22%
|
|
