|
1
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$115M
|
+$1.63M
|
+17,928
|
+1%
|
|
|
2
|
Members Trust
Tampa,
Florida
|
$101M
|
-$1.21M
|
-13,329
|
-1%
|
|
|
3
|
|
$84.8M
|
+$3.33M
|
+36,605
|
+4%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$64.6M
|
+$25.2M
|
+276,466
|
+68%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$63.5M
|
+$3.57M
|
+39,197
|
+6%
|
|
|
6
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$53M
|
+$1.63M
|
+17,903
|
+3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$49.4M
|
+$11.2M
|
+122,863
|
+31%
|
|
|
8
|
CKW Financial Group
Honolulu,
Hawaii
|
$47M
|
+$793K
|
+8,716
|
+2%
|
|
|
9
|
Great Lakes Retirement
Sandusky,
Ohio
|
$40.6M
|
+$128K
|
+1,412
|
+0.3%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$38.9M
|
+$1.9M
|
+20,849
|
+5%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$34.3M
|
-$24.1M
|
-265,139
|
-42%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$29.6M
|
+$7.14M
|
+78,454
|
+33%
|
|
|
13
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$28.9M
|
+$817K
|
+8,986
|
+3%
|
|
|
14
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$24M
|
+$22.4M
|
+245,725
|
+2,936%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.3M
|
-$495K
|
-5,446
|
-2%
|
|
|
16
|
IFP Advisors
Tampa,
Florida
|
$21.3M
|
+$586K
|
+6,447
|
+3%
|
|
|
17
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$20M
|
-$798K
|
-8,773
|
-4%
|
|
|
18
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$18.5M
|
+$504K
|
+5,540
|
+3%
|
|
|
19
|
Horizon Investments
Charlotte,
North Carolina
|
$15.5M
|
+$717K
|
+7,879
|
+5%
|
|
|
20
|
CoreCap Advisors
Southfield,
Michigan
|
$14.6M
|
+$711K
|
+7,816
|
+5%
|
|
|
21
|
Quest Investment Management
Lake Oswego,
Oregon
|
$13.7M
|
-$555K
|
-6,099
|
-4%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$12.5M
|
+$766K
|
+8,424
|
+7%
|
|
|
23
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$12M
|
+$3.36M
|
+36,894
|
+41%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.2M
|
+$3.14M
|
+34,556
|
+41%
|
|
|
25
|
|
$9.78M
|
-$367K
|
-4,032
|
-4%
|
|
