|
1
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$103M
|
-$12.4M
|
-146,660
|
-11%
|
|
|
2
|
Members Trust
Tampa,
Florida
|
$94M
|
+$3.17M
|
+37,429
|
+4%
|
|
|
3
|
|
$78.9M
|
+$17.2M
|
+203,219
|
+28%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$64.3M
|
+$8.15M
|
+96,113
|
+15%
|
|
|
5
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$50.1M
|
+$2.14M
|
+25,200
|
+4%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$47.9M
|
+$15.6M
|
+184,426
|
+49%
|
|
|
7
|
CKW Financial Group
Honolulu,
Hawaii
|
$41.3M
|
-$6.95K
|
-82
|
-0%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$37.9M
|
+$12.2M
|
+144,265
|
+48%
|
|
|
9
|
Great Lakes Retirement
Sandusky,
Ohio
|
$36.2M
|
+$1.24M
|
+14,640
|
+4%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$34.6M
|
+$16.2M
|
+191,598
|
+89%
|
|
|
11
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$26.5M
|
-$816K
|
-9,619
|
-3%
|
|
|
12
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$26.5M
|
+$690K
|
+8,140
|
+3%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$24.7M
|
-$906K
|
-10,684
|
-4%
|
|
|
14
|
IFP Advisors
Tampa,
Florida
|
$18M
|
+$1.28M
|
+15,109
|
+8%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$17.5M
|
+$10.2M
|
+120,394
|
+141%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$15.6M
|
+$4.14M
|
+48,867
|
+38%
|
|
|
17
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$15.2M
|
+$4.23M
|
+49,864
|
+39%
|
|
|
18
|
Horizon Investments
Charlotte,
North Carolina
|
$14.3M
|
-$1.44M
|
-16,979
|
-9%
|
|
|
19
|
Quest Investment Management
Lake Oswego,
Oregon
|
$11.8M
|
+$1.33M
|
+15,625
|
+13%
|
|
|
20
|
CoreCap Advisors
Southfield,
Michigan
|
$11.7M
|
+$541K
|
+6,375
|
+5%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$10.4M
|
-$1.06M
|
-12,498
|
-9%
|
|
|
22
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$9.13M
|
-$133K
|
-1,568
|
-1%
|
|
|
23
|
MTC Wealth Management
Tampa,
Florida
|
$9.01M
|
-$134K
|
-1,582
|
-1%
|
|
|
24
|
Rockefeller Capital Management
New York
|
$8.53M
|
-$1.55M
|
-18,325
|
-15%
|
|
|
25
|
Kilter Group
Rhinebeck,
New York
|
$8.5M
|
+$574K
|
+6,770
|
+7%
|
|
