|
1
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$115M
|
+$7.89M
|
+94,490
|
+7%
|
|
|
2
|
Members Trust
Tampa,
Florida
|
$90.7M
|
+$89.1M
|
+1,066,685
|
New
|
|
|
3
|
|
$61.6M
|
-$1.04M
|
-12,419
|
-2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$56.1M
|
+$5.57M
|
+66,674
|
+11%
|
|
|
5
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$47.9M
|
+$1.89M
|
+22,694
|
+4%
|
|
|
6
|
CKW Financial Group
Honolulu,
Hawaii
|
$41.2M
|
+$521K
|
+6,242
|
+1%
|
|
|
7
|
Great Lakes Retirement
Sandusky,
Ohio
|
$34.9M
|
+$415K
|
+4,972
|
+1%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$32.2M
|
+$2.13M
|
+25,561
|
+7%
|
|
|
9
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$27.3M
|
-$1.39M
|
-16,617
|
-5%
|
|
|
10
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$25.8M
|
+$776K
|
+9,289
|
+3%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$25.6M
|
+$8.53M
|
+102,198
|
+52%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$25.5M
|
+$6.8M
|
+81,447
|
+37%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$18.3M
|
-$6.8M
|
-81,401
|
-27%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.8M
|
+$693K
|
+8,301
|
+4%
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
$16.7M
|
+$2.96M
|
+35,461
|
+22%
|
|
|
16
|
Horizon Investments
Charlotte,
North Carolina
|
$15.7M
|
-$125K
|
-1,498
|
-0.8%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$11.5M
|
-$71K
|
-850
|
-0.6%
|
|
|
18
|
CoreCap Advisors
Southfield,
Michigan
|
$11.1M
|
+$292K
|
+3,496
|
+3%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$11M
|
-$1.36M
|
-16,245
|
-11%
|
|
|
20
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$10.9M
|
+$11K
|
+132
|
+0.1%
|
|
|
21
|
Quest Investment Management
Lake Oswego,
Oregon
|
$10.4M
|
+$260K
|
+3,116
|
+3%
|
|
|
22
|
Rockefeller Capital Management
New York
|
$10.1M
|
-$1.21M
|
-14,502
|
-11%
|
|
|
23
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$9.25M
|
+$9.08M
|
+108,816
|
New
|
|
|
24
|
MTC Wealth Management
Tampa,
Florida
|
$9.14M
|
+$8.97M
|
+107,428
|
New
|
|
|
25
|
|
$8.08M
|
+$34.5K
|
+413
|
+0.4%
|
|
