|
1
|
Pathstone Holdings
Englewood,
New Jersey
|
$30.3M
|
+$5.36M
|
+112,797
|
+21%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$29.7M
|
-$16.4M
|
-345,726
|
-35%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$23.3M
|
+$18.1M
|
+381,315
|
+321%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$19.9M
|
+$5.55M
|
+116,875
|
+38%
|
|
|
5
|
Independent Financial Group
San Diego,
California
|
$13.2M
|
+$410K
|
+8,630
|
+3%
|
|
|
6
|
TT Capital Management
Coto De Caza,
California
|
$13.2M
|
-$255K
|
-5,368
|
-2%
|
|
|
7
|
Ocean Park Asset Management
Santa Monica,
California
|
$12.9M
|
+$13.1M
|
+276,200
|
New
|
|
|
8
|
AE Wealth Management
Topeka,
Kansas
|
$12.7M
|
+$2.87M
|
+60,436
|
+29%
|
|
|
9
|
Border to Coast Pensions Partnership
Leeds,
United Kingdom
|
$12.4M
|
+$3.09M
|
+65,000
|
+33%
|
|
|
10
|
EPIQ Partners
Minneapolis,
Minnesota
|
$11.9M
|
+$98.7K
|
+2,078
|
+0.8%
|
|
|
11
|
Destiny Wealth Partners
Tavares,
Florida
|
$11.1M
|
-$2M
|
-42,200
|
-15%
|
|
|
12
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$10.9M
|
+$1.96M
|
+41,254
|
+21%
|
|
|
13
|
Banco BTG Pactual
Rio De Janeiro,
Brazil
|
$10.1M
|
+$10.3M
|
+215,894
|
New
|
|
|
14
|
|
$9.5M
|
+$9.55M
|
+201,103
|
+7,076%
|
|
|
15
|
Summit Financial
Parsippany,
New Jersey
|
$8.31M
|
+$58.8K
|
+1,237
|
+0.7%
|
|
|
16
|
Insight Wealth Strategies
San Ramon,
California
|
$8.08M
|
+$8.23M
|
+173,270
|
New
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$7.35M
|
-$1.53M
|
-32,223
|
-17%
|
|
|
18
|
CacheTech Inc
Logan,
Utah
|
$7.03M
|
-$63.8K
|
-1,344
|
-0.9%
|
|
|
19
|
Nilsine Partners
Greenwood Village,
Colorado
|
$6.93M
|
-$344K
|
-7,244
|
-5%
|
|
|
20
|
Adams Wealth Management
Logan,
Utah
|
$6.73M
|
-$11.1K
|
-234
|
-0.2%
|
|
|
21
|
Financial Enhancement Group
Anderson,
Indiana
|
$6.22M
|
+$6.28M
|
+132,174
|
New
|
|
|
22
|
Advisornet Financial
Minnetonka,
Minnesota
|
$5.99M
|
+$178K
|
+3,741
|
+3%
|
|
|
23
|
WT Wealth Management
Scottsdale,
Arizona
|
$5.66M
|
-$2.86M
|
-60,196
|
-33%
|
|
|
24
|
CV Advisors
Aventura,
Florida
|
$5.17M
|
+$111K
|
+2,341
|
+2%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.01M
|
+$121K
|
+2,538
|
+2%
|
|
