|
1
|
Private Wealth Strategies
New Albany,
Ohio
|
$69.4M
|
-$13.8M
|
-263,864
|
-17%
|
|
|
2
|
Private Advisor Group
Morristown,
New Jersey
|
$54.4M
|
-$1.18M
|
-22,465
|
-2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$53.6M
|
+$2.93M
|
+55,956
|
+6%
|
|
|
4
|
|
$49.9M
|
-$3.46M
|
-65,974
|
-7%
|
|
|
5
|
Fiduciary Trust
Boston,
Massachusetts
|
$46.2M
|
+$43.7M
|
+833,479
|
New
|
|
|
6
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$35.7M
|
+$3.86M
|
+73,553
|
+13%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$23.5M
|
+$18.4M
|
+349,969
|
+469%
|
|
|
8
|
Team Financial Group
Temecula,
California
|
$22.4M
|
-$282K
|
-5,376
|
-1%
|
|
|
9
|
Cetera Advisors
Denver,
Colorado
|
$20.9M
|
+$4.87M
|
+92,847
|
+33%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$16.7M
|
-$934K
|
-17,813
|
-6%
|
|
|
11
|
IEQ Capital
Foster City,
California
|
$14.7M
|
–
|
–
|
–
|
|
|
12
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$12.5M
|
–
|
–
|
–
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$11.1M
|
-$268K
|
-5,101
|
-2%
|
|
|
14
|
Relative Value Partners Group
|
$7.9M
|
-$16.3K
|
-311
|
-0.2%
|
|
|
15
|
Avantax Advisory Services
Dallas,
Texas
|
$5.26M
|
-$12.4K
|
-237
|
-0.2%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$5.22M
|
-$115K
|
-2,198
|
-2%
|
|
|
17
|
Marietta Wealth Management
Marietta,
Georgia
|
$4.9M
|
+$103K
|
+1,968
|
+2%
|
|
|
18
|
Advisory Alpha
Holland,
Michigan
|
$4.73M
|
-$185K
|
-3,529
|
-4%
|
|
|
19
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$4.59M
|
+$986K
|
+18,795
|
+29%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$4.54M
|
+$305K
|
+5,825
|
+8%
|
|
|
21
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$4.36M
|
-$19.5K
|
-372
|
-0.5%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.33M
|
-$11.2K
|
-214
|
-0.3%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$4.14M
|
+$109K
|
+2,086
|
+3%
|
|
|
24
|
|
$3.66M
|
-$2.68M
|
-51,088
|
-44%
|
|
|
25
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$3.65M
|
+$645K
|
+12,307
|
+23%
|
|
