|
1
|
|
$782M
|
-$76M
|
-2,117,777
|
-10%
|
|
|
2
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$73.3M
|
+$3.15M
|
+87,734
|
+5%
|
|
|
3
|
Kore Private Wealth
New York
|
$38.6M
|
+$691K
|
+19,256
|
+2%
|
|
|
4
|
CreativeOne Wealth
Overland Park,
Kansas
|
$38.6M
|
+$1.78M
|
+49,620
|
+5%
|
|
|
5
|
Clarius Group LLC
Seattle,
Washington
|
$34.1M
|
+$3.48M
|
+96,988
|
+13%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$28.5M
|
+$24.1M
|
+670,578
|
+1,438%
|
|
|
7
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$24.9M
|
+$229K
|
+6,392
|
+1%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$24.2M
|
+$5.26M
|
+146,754
|
+32%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$20.3M
|
-$3.73M
|
-104,043
|
-17%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$16M
|
-$9.14M
|
-254,948
|
-39%
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$12.4M
|
+$11.2M
|
+313,034
|
New
|
|
|
12
|
GeoWealth Management
Chicago,
Illinois
|
$11M
|
-$76.8K
|
-2,141
|
-0.8%
|
|
|
13
|
|
$10.6M
|
+$9.57M
|
+266,855
|
+54,572%
|
|
|
14
|
Perennial Investment Advisors
Los Angeles,
California
|
$9.69M
|
+$296K
|
+8,261
|
+4%
|
|
|
15
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$7.95M
|
+$362K
|
+10,103
|
+5%
|
|
|
16
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$7.72M
|
+$6.97M
|
+194,361
|
New
|
|
|
17
|
PGIM Custom Harvest
Newark,
New Jersey
|
$6.57M
|
+$5.68M
|
+158,317
|
New
|
|
|
18
|
Financial Enhancement Group
Anderson,
Indiana
|
$5.49M
|
+$173K
|
+4,820
|
+4%
|
|
|
19
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$4.88M
|
+$195K
|
+5,430
|
+5%
|
|
|
20
|
Avantax Advisory Services
Dallas,
Texas
|
$3.54M
|
-$548K
|
-15,281
|
-15%
|
|
|
21
|
Callan Capital
La Jolla,
California
|
$3.15M
|
+$933
|
+26
|
+0%
|
|
|
22
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$3.1M
|
+$164K
|
+4,577
|
+6%
|
|
|
23
|
Archford Capital Strategies
Swansea,
Illinois
|
$3.05M
|
+$78.2K
|
+2,180
|
+3%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$3.02M
|
+$70.4K
|
+1,964
|
+3%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.71M
|
-$1.4K
|
-39
|
-0.1%
|
|
