|
1
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$76.8M
|
+$30.3M
|
+410,137
|
+71%
|
|
|
2
|
SPC Financial Inc
Rockville,
Maryland
|
$68.3M
|
+$564K
|
+7,636
|
+0.9%
|
|
|
3
|
|
$45.1M
|
+$6.17M
|
+83,469
|
+17%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$35.8M
|
-$1.71M
|
-23,165
|
-5%
|
|
|
5
|
CKW Financial Group
Honolulu,
Hawaii
|
$35.5M
|
+$169K
|
+2,293
|
+0.5%
|
|
|
6
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$34.4M
|
-$1.46M
|
-19,814
|
-4%
|
|
|
7
|
Great Lakes Retirement
Sandusky,
Ohio
|
$24.5M
|
+$95.3K
|
+1,290
|
+0.4%
|
|
|
8
|
Horizon Investments
Charlotte,
North Carolina
|
$22.1M
|
+$21M
|
+284,743
|
New
|
|
|
9
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$21.2M
|
+$3.39M
|
+45,927
|
+20%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$17.8M
|
+$3.23M
|
+43,732
|
+24%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.6M
|
+$269K
|
+3,637
|
+2%
|
|
|
12
|
ORG Partners
Roanoke,
Indiana
|
$12.3M
|
+$334K
|
+4,523
|
+3%
|
|
|
13
|
IFP Advisors
Tampa,
Florida
|
$12.2M
|
+$47.9K
|
+648
|
+0.4%
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$11.4M
|
-$239K
|
-3,239
|
-2%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$11.1M
|
+$1.77M
|
+23,945
|
+20%
|
|
|
16
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$9.94M
|
+$269K
|
+3,638
|
+3%
|
|
|
17
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$9.49M
|
+$952K
|
+12,878
|
+12%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$9.07M
|
+$1.31M
|
+17,784
|
+18%
|
|
|
19
|
Sierra Capital
Miami,
Florida
|
$8.74M
|
+$337K
|
+4,559
|
+4%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$8.55M
|
+$1.82M
|
+24,697
|
+29%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$8.27M
|
+$5.67M
|
+76,794
|
+256%
|
|
|
22
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$7.51M
|
-$89.2K
|
-1,207
|
-1%
|
|
|
23
|
|
$7.28M
|
+$905K
|
+12,248
|
+15%
|
|
|
24
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$6.17M
|
+$220K
|
+2,973
|
+4%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$5.91M
|
-$122K
|
-1,657
|
-2%
|
|
