|
1
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$80.8M
|
+$4.37M
|
+55,056
|
+6%
|
|
|
2
|
SPC Financial Inc
Rockville,
Maryland
|
$70.4M
|
+$2.36M
|
+29,721
|
+3%
|
|
|
3
|
|
$47.5M
|
+$2.62M
|
+33,083
|
+6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$42.6M
|
+$7.05M
|
+88,917
|
+19%
|
|
|
5
|
CKW Financial Group
Honolulu,
Hawaii
|
$35.7M
|
+$175K
|
+2,205
|
+0.5%
|
|
|
6
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$35.2M
|
+$14.5M
|
+183,287
|
+67%
|
|
|
7
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$31.5M
|
-$2.89M
|
-36,394
|
-8%
|
|
|
8
|
Great Lakes Retirement
Sandusky,
Ohio
|
$24M
|
-$457K
|
-5,765
|
-2%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$22.1M
|
+$22.7M
|
+286,723
|
New
|
|
|
10
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$20.4M
|
+$13.3M
|
+167,293
|
+173%
|
|
|
11
|
Horizon Investments
Charlotte,
North Carolina
|
$16.1M
|
-$6.02M
|
-75,894
|
-27%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.2M
|
+$688K
|
+8,677
|
+5%
|
|
|
13
|
ORG Partners
Roanoke,
Indiana
|
$12.7M
|
+$499K
|
+6,288
|
+4%
|
|
|
14
|
Fort Point Capital Partners
San Francisco,
California
|
$12.7M
|
+$12.5M
|
+157,913
|
+2,268%
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
$12.3M
|
+$197K
|
+2,483
|
+2%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$11.4M
|
+$106K
|
+1,341
|
+0.9%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$9.87M
|
+$852K
|
+10,745
|
+9%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$9.82M
|
+$1.33M
|
+16,732
|
+15%
|
|
|
19
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$9.48M
|
+$21.3K
|
+268
|
+0.2%
|
|
|
20
|
|
$8.5M
|
+$6.95M
|
+87,564
|
+385%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$8.39M
|
+$152K
|
+1,922
|
+2%
|
|
|
22
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$8.34M
|
-$1.61M
|
-20,271
|
-16%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.89M
|
+$3.7M
|
+46,608
|
+84%
|
|
|
24
|
|
$7.24M
|
-$13.1K
|
-165
|
-0.2%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$6.8M
|
+$932K
|
+11,755
|
+15%
|
|
