|
1
|
|
$752M
|
-$108M
|
-2,333,288
|
-13%
|
|
|
2
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$87.5M
|
+$1.91M
|
+41,196
|
+2%
|
|
|
3
|
Kore Private Wealth
New York
|
$49.8M
|
+$3.14M
|
+67,919
|
+7%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$47.2M
|
+$8.57M
|
+185,265
|
+22%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$43.2M
|
+$2.8M
|
+60,586
|
+7%
|
|
|
6
|
Clarius Group LLC
Seattle,
Washington
|
$41.1M
|
+$661K
|
+14,291
|
+2%
|
|
|
7
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$31.2M
|
+$979K
|
+21,152
|
+3%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$30.3M
|
+$11.4M
|
+246,498
|
+62%
|
|
|
9
|
ACT Advisors
Asheville,
North Carolina
|
$28.1M
|
+$3.58M
|
+77,455
|
+15%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$23.4M
|
+$102K
|
+2,214
|
+0.4%
|
|
|
11
|
|
$20.5M
|
+$20.3M
|
+438,869
|
New
|
|
|
12
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$19.3M
|
+$9.31M
|
+201,154
|
+96%
|
|
|
13
|
|
$16.5M
|
+$2.81M
|
+60,646
|
+21%
|
|
|
14
|
Portfolio Strategies
Monsey,
New York
|
$15.9M
|
+$15.8M
|
+340,862
|
New
|
|
|
15
|
GeoWealth Management
Chicago,
Illinois
|
$15.4M
|
+$15.2M
|
+328,577
|
New
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$15.3M
|
+$8.93M
|
+192,914
|
+143%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$15.3M
|
-$54.1K
|
-1,170
|
-0.4%
|
|
|
18
|
CreativeOne Wealth
Overland Park,
Kansas
|
$14.1M
|
-$30.7M
|
-662,839
|
-69%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.7M
|
+$2.06M
|
+44,602
|
+18%
|
|
|
20
|
Spinnaker Trust
Portland,
Maine
|
$13.6M
|
+$13.4M
|
+290,512
|
New
|
|
|
21
|
Perennial Investment Advisors
Los Angeles,
California
|
$11.4M
|
-$48.5K
|
-1,048
|
-0.4%
|
|
|
22
|
ERn Financial LLC
Middleton,
Wisconsin
|
$10.8M
|
+$10.7M
|
+231,420
|
New
|
|
|
23
|
IFG Advisory
Atlanta,
Georgia
|
$10.2M
|
+$8.89M
|
+192,026
|
+732%
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$9.67M
|
+$9.57M
|
+206,757
|
New
|
|
|
25
|
PGIM Custom Harvest
Newark,
New Jersey
|
$7.66M
|
–
|
–
|
–
|
|
