|
1
|
Fiduciary Trust
Boston,
Massachusetts
|
$143M
|
+$9.54M
|
+154,232
|
+7%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$67.1M
|
+$3.11M
|
+50,208
|
+5%
|
|
|
3
|
Private Advisor Group
Morristown,
New Jersey
|
$63.7M
|
+$2.51M
|
+40,594
|
+4%
|
|
|
4
|
|
$58.5M
|
+$811K
|
+13,102
|
+1%
|
|
|
5
|
Lido Advisors
Los Angeles,
California
|
$53.6M
|
-$21.1M
|
-340,610
|
-27%
|
|
|
6
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$46.2M
|
+$2.13M
|
+34,349
|
+5%
|
|
|
7
|
Integrity Alliance
Urbandale,
Iowa
|
$33.4M
|
+$9.62M
|
+155,456
|
+38%
|
|
|
8
|
Team Financial Group
Temecula,
California
|
$25.3M
|
-$422K
|
-6,820
|
-2%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$25.1M
|
-$163K
|
-2,630
|
-0.6%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$16.3M
|
+$4.82M
|
+77,947
|
+40%
|
|
|
11
|
IEQ Capital
Foster City,
California
|
$15.7M
|
–
|
–
|
–
|
|
|
12
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$15.5M
|
+$16.1M
|
+260,707
|
New
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$13.1M
|
+$1.02M
|
+16,508
|
+8%
|
|
|
14
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$8.27M
|
-$39K
|
-631
|
-0.5%
|
|
|
15
|
|
$7.83M
|
+$58.2K
|
+941
|
+0.7%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$6.76M
|
+$1.24M
|
+19,986
|
+21%
|
|
|
17
|
Avantax Advisory Services
Dallas,
Texas
|
$6.14M
|
+$784K
|
+12,677
|
+14%
|
|
|
18
|
Marietta Wealth Management
Marietta,
Georgia
|
$5.71M
|
+$313K
|
+5,058
|
+6%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.59M
|
+$5.13M
|
+82,920
|
+731%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$5.57M
|
-$107K
|
-1,722
|
-2%
|
|
|
21
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$4.87M
|
+$35.6K
|
+576
|
+0.7%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$4.84M
|
-$4.08K
|
-66
|
-0.1%
|
|
|
23
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$4.72M
|
+$4.93M
|
+79,626
|
New
|
|
|
24
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$4.08M
|
+$116K
|
+1,867
|
+3%
|
|
|
25
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$3.87M
|
+$9.47K
|
+153
|
+0.2%
|
|
