|
1
|
|
$812M
|
-$54.2M
|
-1,270,203
|
-6%
|
|
|
2
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$80.7M
|
-$607K
|
-14,224
|
-0.8%
|
|
|
3
|
Kore Private Wealth
New York
|
$43.9M
|
+$1.05M
|
+24,688
|
+3%
|
|
|
4
|
CreativeOne Wealth
Overland Park,
Kansas
|
$42.5M
|
-$341K
|
-7,984
|
-0.8%
|
|
|
5
|
Clarius Group LLC
Seattle,
Washington
|
$38.2M
|
+$326K
|
+7,636
|
+0.9%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$38.1M
|
+$6.25M
|
+146,426
|
+20%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$36.3M
|
+$9.16M
|
+214,674
|
+35%
|
|
|
8
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$28.5M
|
+$799K
|
+18,724
|
+3%
|
|
|
9
|
ACT Advisors
Asheville,
North Carolina
|
$24.8M
|
+$22.6M
|
+529,290
|
New
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$22M
|
-$573K
|
-13,433
|
-3%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$17.7M
|
-$145K
|
-3,391
|
-0.8%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$14.5M
|
+$13.8M
|
+322,553
|
+6,081%
|
|
|
13
|
|
$12.9M
|
+$1.05M
|
+24,617
|
+9%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$11M
|
+$8.88M
|
+208,081
|
+508%
|
|
|
15
|
Perennial Investment Advisors
Los Angeles,
California
|
$10.8M
|
+$82.2K
|
+1,927
|
+0.8%
|
|
|
16
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$9.2M
|
+$651K
|
+15,259
|
+8%
|
|
|
17
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$8.06M
|
-$734K
|
-17,214
|
-9%
|
|
|
18
|
PGIM Custom Harvest
Newark,
New Jersey
|
$6.82M
|
-$234K
|
-5,485
|
-3%
|
|
|
19
|
Financial Enhancement Group
Anderson,
Indiana
|
$6.45M
|
+$346K
|
+8,108
|
+6%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.97M
|
+$5.28M
|
+123,688
|
+1,070%
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$5.44M
|
+$2.02M
|
+47,256
|
+62%
|
|
|
22
|
Stringer Asset Management
Memphis,
Tennessee
|
$5.03M
|
+$4.87M
|
+114,126
|
New
|
|
|
23
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$3.78M
|
+$319K
|
+7,486
|
+10%
|
|
|
24
|
Archford Capital Strategies
Swansea,
Illinois
|
$3.73M
|
+$343K
|
+8,051
|
+11%
|
|
|
25
|
Avantax Advisory Services
Dallas,
Texas
|
$3.62M
|
-$294K
|
-6,889
|
-8%
|
|
