|
1
|
LPL Financial
San Diego,
California
|
$119M
|
+$5.74M
|
+110,555
|
+5%
|
|
|
2
|
Sequoia Financial Advisors
Akron,
Ohio
|
$74.4M
|
+$960K
|
+18,502
|
+1%
|
|
|
3
|
Private Advisor Group
Morristown,
New Jersey
|
$42.8M
|
+$816K
|
+15,730
|
+2%
|
|
|
4
|
Advance Capital Management
Southfield,
Michigan
|
$25.7M
|
+$576K
|
+11,093
|
+2%
|
|
|
5
|
Legal & General Group
London,
United Kingdom
|
$23.3M
|
-$980K
|
-18,880
|
-4%
|
|
|
6
|
Peak Financial Management
Wellesley,
Massachusetts
|
$20.5M
|
-$427K
|
-8,225
|
-2%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$16.5M
|
+$358K
|
+6,904
|
+2%
|
|
|
8
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$15.8M
|
–
|
–
|
–
|
|
|
9
|
Schaeffer Financial
Rockville,
Maryland
|
$13.5M
|
+$12.7M
|
+243,912
|
New
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$11.9M
|
+$332K
|
+6,400
|
+3%
|
|
|
11
|
Meitav Investment House
Bene-Beraq,
Israel
|
$9.06M
|
–
|
–
|
–
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$8.39M
|
+$2.56M
|
+49,302
|
+48%
|
|
|
13
|
Unique Wealth
Clearwater,
Florida
|
$7.92M
|
+$533K
|
+10,264
|
+8%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.11M
|
-$1.51M
|
-29,038
|
-18%
|
|
|
15
|
Trilogy Capital
Irvine,
California
|
$5.09M
|
-$33.6K
|
-647
|
-0.7%
|
|
|
16
|
Old Mission Capital
Chicago,
Illinois
|
$4.62M
|
+$4.34M
|
+83,541
|
New
|
|
|
17
|
Barden Capital Management
Austin,
Texas
|
$4.62M
|
–
|
–
|
–
|
|
|
18
|
LVW Advisors
Pittsford,
New York
|
$4.33M
|
+$523K
|
+10,071
|
+15%
|
|
|
19
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$4.31M
|
–
|
–
|
–
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$4.27M
|
-$201K
|
-3,879
|
-5%
|
|
|
21
|
CX Institutional
Auburn,
Indiana
|
$4.18M
|
+$3.92M
|
+75,456
|
New
|
|
|
22
|
Eight 31 Financial
Midland,
Texas
|
$3.83M
|
+$3.59M
|
+69,166
|
New
|
|
|
23
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$3.43M
|
-$76.2K
|
-1,468
|
-2%
|
|
|
24
|
Belpointe Asset Management
Reno,
Nevada
|
$3.16M
|
+$2.96M
|
+57,028
|
New
|
|
|
25
|
Destiny Wealth Partners
Tavares,
Florida
|
$3.15M
|
+$175K
|
+3,379
|
+6%
|
|
