|
1
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$103M
|
+$16.5M
|
+214,875
|
+21%
|
|
|
2
|
Endurance Services Ltd
Purchase,
New York
|
$92.8M
|
–
|
–
|
–
|
|
|
3
|
|
$60M
|
+$907K
|
+11,818
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$48.3M
|
-$120K
|
-1,570
|
-0.3%
|
|
|
5
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$44.1M
|
+$4.02M
|
+52,423
|
+11%
|
|
|
6
|
CKW Financial Group
Honolulu,
Hawaii
|
$39.4M
|
+$156K
|
+2,031
|
+0.4%
|
|
|
7
|
Great Lakes Retirement
Sandusky,
Ohio
|
$33.1M
|
+$6.93M
|
+90,305
|
+29%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$28.8M
|
+$4.46M
|
+58,174
|
+20%
|
|
|
9
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$27.6M
|
-$2.53M
|
-33,030
|
-9%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$24.2M
|
+$34.9K
|
+455
|
+0.2%
|
|
|
11
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$24M
|
+$1.69M
|
+22,040
|
+8%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$19M
|
+$16.6M
|
+216,239
|
+1,332%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$17.9M
|
+$7.83M
|
+101,998
|
+87%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.4M
|
+$1.81M
|
+23,552
|
+13%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$16.2M
|
-$6.82M
|
-88,848
|
-31%
|
|
|
16
|
Horizon Investments
Charlotte,
North Carolina
|
$15.2M
|
-$453K
|
-5,907
|
-3%
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$13.1M
|
+$106K
|
+1,379
|
+0.9%
|
|
|
18
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$12M
|
-$134K
|
-1,744
|
-1%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$11.1M
|
+$823K
|
+10,720
|
+9%
|
|
|
20
|
Black Swift Group
Boulder,
Colorado
|
$10.9M
|
-$3.73M
|
-48,642
|
-27%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$10.9M
|
+$6.73M
|
+87,743
|
+193%
|
|
|
22
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$10.5M
|
+$238K
|
+3,098
|
+2%
|
|
|
23
|
CoreCap Advisors
Southfield,
Michigan
|
$10.4M
|
+$585K
|
+7,630
|
+6%
|
|
|
24
|
Quest Investment Management
Lake Oswego,
Oregon
|
$9.76M
|
+$9.19M
|
+119,725
|
New
|
|
|
25
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$8.64M
|
+$51.3K
|
+669
|
+0.6%
|
|
