|
1
|
Fiduciary Trust
Boston,
Massachusetts
|
$144M
|
-$9.71M
|
-162,710
|
-7%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$81.9M
|
+$8.8M
|
+147,482
|
+13%
|
|
|
3
|
Private Advisor Group
Morristown,
New Jersey
|
$67.7M
|
-$1M
|
-16,811
|
-2%
|
|
|
4
|
|
$59.8M
|
-$3.1M
|
-51,980
|
-5%
|
|
|
5
|
Lido Advisors
Los Angeles,
California
|
$55.7M
|
-$2.04M
|
-34,207
|
-4%
|
|
|
6
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$50.7M
|
+$828K
|
+13,877
|
+2%
|
|
|
7
|
Team Financial Group
Temecula,
California
|
$28.9M
|
+$1.52M
|
+25,403
|
+6%
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$28.5M
|
+$1.33M
|
+22,288
|
+5%
|
|
|
9
|
Financial Gravity Companies
Lakeway,
Texas
|
$17.8M
|
+$16.6M
|
+277,453
|
New
|
|
|
10
|
IEQ Capital
Foster City,
California
|
$17M
|
–
|
–
|
–
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$15.4M
|
+$1.14M
|
+19,064
|
+9%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$13.7M
|
-$3.64M
|
-61,053
|
-22%
|
|
|
13
|
Integrity Alliance
Urbandale,
Iowa
|
$9.38M
|
-$24.8M
|
-416,153
|
-74%
|
|
|
14
|
Win Advisors
Palm Beach Gardens,
Florida
|
$8.97M
|
+$8.36M
|
+140,061
|
New
|
|
|
15
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$8.92M
|
+$1.85K
|
+31
|
+0%
|
|
|
16
|
|
$8.84M
|
+$363K
|
+6,089
|
+5%
|
|
|
17
|
Systelligence LLC
Bloomington,
Minnesota
|
$7.12M
|
+$6.64M
|
+111,186
|
New
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.02M
|
+$924K
|
+15,478
|
+16%
|
|
|
19
|
Avantax Advisory Services
Dallas,
Texas
|
$6.61M
|
-$20.2K
|
-338
|
-0.3%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$6.45M
|
-$791K
|
-13,254
|
-12%
|
|
|
21
|
Marietta Wealth Management
Marietta,
Georgia
|
$6.3M
|
+$127K
|
+2,125
|
+2%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$6.01M
|
+$60
|
+1
|
+0%
|
|
|
23
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$5.59M
|
+$456K
|
+7,634
|
+10%
|
|
|
24
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$5.31M
|
+$44.2K
|
+740
|
+0.9%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$5.19M
|
-$36.5K
|
-611
|
-0.7%
|
|
