|
1
|
UBS Group
Zurich,
Switzerland
|
$14.9M
|
+$1.91M
|
+67,918
|
+15%
|
|
|
2
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$13.3M
|
+$1.96M
|
+69,513
|
+17%
|
|
|
3
|
Royal Harbor Partners
Houston,
Texas
|
$7.87M
|
-$5.51M
|
-195,528
|
-41%
|
|
|
4
|
Zega Financial
Palm Beach Gardens,
Florida
|
$7.43M
|
+$143K
|
+5,066
|
+2%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.25M
|
+$1.24M
|
+44,039
|
+25%
|
|
|
6
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$5.86M
|
-$66.6K
|
-2,366
|
-1%
|
|
|
7
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$5.7M
|
+$3.16M
|
+112,037
|
New
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.1M
|
-$214K
|
-7,583
|
-5%
|
|
|
9
|
Equitable Holdings
New York
|
$3.73M
|
+$620K
|
+22,026
|
+20%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$3.52M
|
+$717K
|
+25,471
|
+26%
|
|
|
11
|
Horizon Investments
Charlotte,
North Carolina
|
$3.32M
|
+$1.13M
|
+40,242
|
+51%
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$2.49M
|
+$16.5K
|
+586
|
+0.7%
|
|
|
13
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$2.38M
|
–
|
–
|
–
|
|
|
14
|
|
$2.36M
|
+$2.35M
|
+83,430
|
New
|
|
|
15
|
Auour Investments
Woburn,
Massachusetts
|
$2.24M
|
-$194K
|
-6,894
|
-8%
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.17M
|
+$189K
|
+6,706
|
+10%
|
|
|
17
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.17M
|
+$189K
|
+6,706
|
+10%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.94M
|
+$284K
|
+10,084
|
+17%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$1.54M
|
+$334K
|
+11,863
|
+28%
|
|
|
20
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.33M
|
+$392K
|
+13,921
|
+42%
|
|
|
21
|
|
$1.21M
|
-$166K
|
-5,883
|
-12%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.19M
|
+$51.2K
|
+1,816
|
+4%
|
|
|
23
|
Advisory Services Network
Atlanta,
Georgia
|
$1.11M
|
+$44.8K
|
+1,589
|
+4%
|
|
|
24
|
Hanover Advisors
Seneca,
South Carolina
|
$960K
|
+$27.2K
|
+967
|
+3%
|
|
|
25
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$954K
|
+$217K
|
+7,688
|
+30%
|
|
