|
1
|
Private Wealth Strategies
New Albany,
Ohio
|
$68.6M
|
+$271K
|
+5,728
|
+0.4%
|
|
|
2
|
|
$56.6M
|
-$2.87M
|
-60,730
|
-5%
|
|
|
3
|
Private Advisor Group
Morristown,
New Jersey
|
$43.3M
|
+$1.01M
|
+21,442
|
+2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$34.6M
|
+$1.43M
|
+30,353
|
+4%
|
|
|
5
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$26.7M
|
+$437K
|
+9,244
|
+2%
|
|
|
6
|
Team Financial Group
Temecula,
California
|
$18.1M
|
+$18.7M
|
+396,637
|
New
|
|
|
7
|
Cetera Advisors
Denver,
Colorado
|
$13.5M
|
-$489K
|
-10,354
|
-3%
|
|
|
8
|
IEQ Capital
Foster City,
California
|
$12.1M
|
–
|
–
|
–
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$10.5M
|
+$67K
|
+1,418
|
+0.6%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$9.06M
|
+$41.4K
|
+876
|
+0.4%
|
|
|
11
|
Relative Value Partners Group
|
$7.59M
|
-$632K
|
-13,369
|
-7%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$5.45M
|
-$159K
|
-3,368
|
-3%
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$4.57M
|
+$141K
|
+2,984
|
+3%
|
|
|
14
|
Avantax Advisory Services
Dallas,
Texas
|
$4.57M
|
-$222K
|
-4,698
|
-4%
|
|
|
15
|
Advisory Alpha
Holland,
Michigan
|
$4.11M
|
-$351K
|
-7,424
|
-8%
|
|
|
16
|
Marietta Wealth Management
Marietta,
Georgia
|
$3.9M
|
-$4.06K
|
-86
|
-0.1%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.9M
|
+$6.43K
|
+136
|
+0.2%
|
|
|
18
|
Insight Advisors
Newtown,
Pennsylvania
|
$3.67M
|
-$5.1K
|
-108
|
-0.1%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.65M
|
-$487K
|
-10,299
|
-11%
|
|
|
20
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$3.62M
|
+$13.2K
|
+280
|
+0.4%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.57M
|
+$1.28K
|
+27
|
+0%
|
|
|
22
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$3.53M
|
+$2.27K
|
+48
|
+0.1%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$3.16M
|
-$7.28K
|
-154
|
-0.2%
|
|
|
24
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$3.06M
|
-$11.7K
|
-247
|
-0.4%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$2.77M
|
-$13.8K
|
-291
|
-0.5%
|
|
