|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$567M
|
+$59.1M
|
+2,328,279
|
+12%
|
|
|
2
|
Stratos Investment Management
Beachwood,
Ohio
|
$46M
|
+$1.34M
|
+52,878
|
+3%
|
|
|
3
|
Principle Wealth Partners
Madison,
Connecticut
|
$30.7M
|
-$1.87M
|
-73,735
|
-6%
|
|
|
4
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$28.1M
|
+$3.59M
|
+141,414
|
+15%
|
|
|
5
|
Hamilton Wealth
Encino,
California
|
$20.2M
|
+$20.2M
|
+794,628
|
New
|
|
|
6
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$15.7M
|
-$2.23M
|
-87,894
|
-12%
|
|
|
7
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$13.6M
|
+$13.6M
|
+534,235
|
New
|
|
|
8
|
Guardian Financial Partners
Orange,
California
|
$9.43M
|
+$111K
|
+4,381
|
+1%
|
|
|
9
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$8.74M
|
+$8.72M
|
+343,238
|
New
|
|
|
10
|
World Investment Advisors
Santa Barbara,
California
|
$6.73M
|
+$6.71M
|
+264,225
|
New
|
|
|
11
|
Adapt Wealth Advisors
Atlanta,
Georgia
|
$4.23M
|
+$4.22M
|
+166,174
|
New
|
|
|
12
|
Fermata Advisors
Sonoma,
California
|
$2.29M
|
+$176K
|
+6,932
|
+8%
|
|
|
13
|
Triumph Capital Management
Denver,
Colorado
|
$1.15M
|
+$551K
|
+21,678
|
+92%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.02M
|
+$65.2K
|
+2,566
|
+7%
|
|
|
15
|
|
$777K
|
+$775K
|
+30,499
|
New
|
|
|
16
|
LPL Financial
San Diego,
California
|
$598K
|
+$596K
|
+23,482
|
New
|
|
|
17
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$524K
|
+$523K
|
+20,595
|
New
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$494K
|
+$224K
|
+8,830
|
+83%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$431K
|
+$421K
|
+16,577
|
+4,618%
|
|
|
20
|
Burford Brothers
Dallas,
Texas
|
$310K
|
-$277K
|
-10,886
|
-47%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$206K
|
-$11.6K
|
-457
|
-5%
|
|
|
22
|
POM Investment Strategies
Raleigh,
North Carolina
|
$30.3K
|
+$30.2K
|
+1,189
|
New
|
|
|
23
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$21K
|
+$21K
|
+825
|
New
|
|
|
24
|
Operose Advisors
Milwaukee,
Wisconsin
|
$6.52K
|
+$6.5K
|
+256
|
New
|
|
|
25
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
–
|
-$1.5M
|
-58,378
|
Closed
|
|
