|
1
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$102M
|
-$957K
|
-10,956
|
-0.9%
|
|
|
2
|
Members Trust
Tampa,
Florida
|
$92M
|
-$1.56M
|
-17,825
|
-2%
|
|
|
3
|
|
$72.9M
|
-$5.78M
|
-66,109
|
-7%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$53.6M
|
+$6.18M
|
+70,694
|
+13%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$53.2M
|
-$11.1M
|
-127,013
|
-17%
|
|
|
6
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$46M
|
-$3.95M
|
-45,198
|
-8%
|
|
|
7
|
CKW Financial Group
Honolulu,
Hawaii
|
$41.5M
|
+$250K
|
+2,857
|
+0.6%
|
|
|
8
|
Great Lakes Retirement
Sandusky,
Ohio
|
$36.3M
|
+$329K
|
+3,770
|
+0.9%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$34.4M
|
+$52.2K
|
+597
|
+0.1%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$33.9M
|
-$3.9M
|
-44,667
|
-10%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$33.1M
|
+$8.84M
|
+101,115
|
+35%
|
|
|
12
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$25.1M
|
-$1.31M
|
-14,972
|
-5%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.5M
|
+$20.2M
|
+231,354
|
+2,187%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$19.9M
|
+$2.55M
|
+29,176
|
+14%
|
|
|
15
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$18.7M
|
-$7.94M
|
-90,890
|
-29%
|
|
|
16
|
IFP Advisors
Tampa,
Florida
|
$18.5M
|
+$648K
|
+7,412
|
+4%
|
|
|
17
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$16.1M
|
+$1.03M
|
+11,798
|
+7%
|
|
|
18
|
Horizon Investments
Charlotte,
North Carolina
|
$13.2M
|
-$986K
|
-11,278
|
-7%
|
|
|
19
|
Quest Investment Management
Lake Oswego,
Oregon
|
$12.8M
|
+$1.15M
|
+13,156
|
+10%
|
|
|
20
|
CoreCap Advisors
Southfield,
Michigan
|
$12.5M
|
+$850K
|
+9,724
|
+7%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$10.5M
|
+$123K
|
+1,406
|
+1%
|
|
|
22
|
|
$9.11M
|
+$1.21M
|
+13,846
|
+15%
|
|
|
23
|
Rockefeller Capital Management
New York
|
$8.88M
|
+$408K
|
+4,666
|
+5%
|
|
|
24
|
Kilter Group
Rhinebeck,
New York
|
$8.88M
|
+$437K
|
+5,006
|
+5%
|
|
|
25
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$8.55M
|
-$549K
|
-6,283
|
-6%
|
|
