|
1
|
LPL Financial
San Diego,
California
|
$66.4M
|
+$15M
|
+322,252
|
+29%
|
|
|
2
|
Sequoia Financial Advisors
Akron,
Ohio
|
$59.9M
|
+$2.73M
|
+58,878
|
+5%
|
|
|
3
|
Legal & General Group
London,
United Kingdom
|
$22.4M
|
-$202K
|
-4,350
|
-0.9%
|
|
|
4
|
Advance Capital Management
Southfield,
Michigan
|
$17.8M
|
-$99.1K
|
-2,135
|
-0.6%
|
|
|
5
|
Peak Financial Management
Wellesley,
Massachusetts
|
$17.4M
|
-$54.7K
|
-1,178
|
-0.3%
|
|
|
6
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$13.3M
|
–
|
–
|
–
|
|
|
7
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$13.3M
|
+$13.2M
|
+285,258
|
New
|
|
|
8
|
Meitav Investment House
Bene-Beraq,
Israel
|
$7.7M
|
+$7.6M
|
+163,800
|
New
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$5.9M
|
+$4.06M
|
+87,563
|
+225%
|
|
|
10
|
Unique Wealth
Clearwater,
Florida
|
$5.47M
|
+$5.45M
|
+117,387
|
New
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$4.99M
|
+$4.96M
|
+106,963
|
New
|
|
|
12
|
Barden Capital Management
Austin,
Texas
|
$4.51M
|
+$200K
|
+4,321
|
+5%
|
|
|
13
|
Financial Advocates Investment Management
Olympia,
Washington
|
$3.78M
|
-$74.3K
|
-1,601
|
-2%
|
|
|
14
|
Trilogy Capital
Irvine,
California
|
$3.7M
|
+$261K
|
+5,618
|
+8%
|
|
|
15
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$3.63M
|
-$159K
|
-3,435
|
-4%
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.48M
|
+$3.46M
|
+74,548
|
New
|
|
|
17
|
Merit Financial Group
Alpharetta,
Georgia
|
$3.21M
|
+$2.84M
|
+61,234
|
+809%
|
|
|
18
|
Atria Wealth Solutions
New York
|
$3.07M
|
-$187K
|
-4,032
|
-6%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$2.74M
|
+$1.2M
|
+25,839
|
+78%
|
|
|
20
|
Balentine LLC
Atlanta,
Georgia
|
$2.71M
|
-$180K
|
-3,880
|
-6%
|
|
|
21
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$2.65M
|
+$2.47M
|
+53,188
|
New
|
|
|
22
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$2.65M
|
+$409K
|
+8,814
|
+18%
|
|
|
23
|
|
$2.6M
|
+$1.51M
|
+32,508
|
+140%
|
|
|
24
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$2.58M
|
+$22.6K
|
+488
|
+0.9%
|
|
|
25
|
LVW Advisors
Pittsford,
New York
|
$2.54M
|
+$130K
|
+2,807
|
+5%
|
|
