|
1
|
Fiduciary Trust
Boston,
Massachusetts
|
$146M
|
-$8.95M
|
-134,683
|
-6%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$92.9M
|
+$4.54M
|
+68,285
|
+5%
|
|
|
3
|
|
$62.9M
|
-$1.43M
|
-21,460
|
-2%
|
|
|
4
|
Lido Advisors
Los Angeles,
California
|
$57.4M
|
-$2.5M
|
-37,554
|
-4%
|
|
|
5
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$55.6M
|
+$954K
|
+14,348
|
+2%
|
|
|
6
|
Private Advisor Group
Morristown,
New Jersey
|
$42.8M
|
-$29.1M
|
-437,205
|
-41%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$38.1M
|
+$7.14M
|
+107,464
|
+24%
|
|
|
8
|
Team Financial Group
Temecula,
California
|
$31.1M
|
-$2.73K
|
-41
|
-0%
|
|
|
9
|
IEQ Capital
Foster City,
California
|
$18.3M
|
–
|
–
|
–
|
|
|
10
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$18.2M
|
+$17.6M
|
+264,002
|
New
|
|
|
11
|
Systelligence LLC
Bloomington,
Minnesota
|
$17M
|
+$9.02M
|
+135,704
|
+122%
|
|
|
12
|
Integrity Alliance
Urbandale,
Iowa
|
$17M
|
+$6.66M
|
+100,135
|
+68%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$15.8M
|
-$757K
|
-11,393
|
-5%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$15M
|
+$228K
|
+3,434
|
+2%
|
|
|
15
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$10.8M
|
+$4.62M
|
+69,459
|
+80%
|
|
|
16
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$10.3M
|
+$8.07M
|
+121,443
|
+426%
|
|
|
17
|
Win Advisors
Palm Beach Gardens,
Florida
|
$9.71M
|
+$50.9K
|
+765
|
+0.5%
|
|
|
18
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$9.62M
|
+$2.06K
|
+31
|
+0%
|
|
|
19
|
|
$9.53M
|
+$12.1K
|
+182
|
+0.1%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.4M
|
+$804K
|
+12,097
|
+11%
|
|
|
21
|
Marietta Wealth Management
Marietta,
Georgia
|
$6.86M
|
+$73.1K
|
+1,099
|
+1%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$6.46M
|
-$9.97K
|
-150
|
-0.2%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$6.1M
|
-$810K
|
-12,188
|
-12%
|
|
|
24
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$5.58M
|
-$128K
|
-1,925
|
-2%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$5.56M
|
-$28.3K
|
-425
|
-0.5%
|
|
