|
1
|
LPL Financial
San Diego,
California
|
$136M
|
+$7.31M
|
+128,290
|
+6%
|
|
|
2
|
Sequoia Financial Advisors
Akron,
Ohio
|
$81.3M
|
+$982K
|
+17,241
|
+1%
|
|
|
3
|
Private Advisor Group
Morristown,
New Jersey
|
$50.6M
|
+$4.23M
|
+74,237
|
+10%
|
|
|
4
|
Legal & General Group
London,
United Kingdom
|
$25.1M
|
–
|
–
|
–
|
|
|
5
|
Advance Capital Management
Southfield,
Michigan
|
$24.3M
|
-$3.33M
|
-58,489
|
-13%
|
|
|
6
|
Peak Financial Management
Wellesley,
Massachusetts
|
$22.3M
|
+$169K
|
+2,969
|
+0.8%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$22.2M
|
+$8.98M
|
+157,654
|
+73%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$17.9M
|
+$134K
|
+2,355
|
+0.8%
|
|
|
9
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$17M
|
–
|
–
|
–
|
|
|
10
|
Schaeffer Financial
Rockville,
Maryland
|
$14.4M
|
-$197K
|
-3,459
|
-1%
|
|
|
11
|
CX Institutional
Auburn,
Indiana
|
$14.1M
|
+$9.17M
|
+160,956
|
+213%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$9.8M
|
+$717K
|
+12,590
|
+8%
|
|
|
13
|
Meitav Investment House
Bene-Beraq,
Israel
|
$9.78M
|
–
|
–
|
–
|
|
|
14
|
Unique Wealth
Clearwater,
Florida
|
$8.54M
|
+$4.39K
|
+77
|
+0.1%
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.92M
|
-$710K
|
-12,458
|
-10%
|
|
|
16
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$6.6M
|
+$6.3M
|
+110,639
|
New
|
|
|
17
|
Trilogy Capital
Irvine,
California
|
$5.61M
|
+$123K
|
+2,158
|
+2%
|
|
|
18
|
Belpointe Asset Management
Reno,
Nevada
|
$5.35M
|
+$1.86M
|
+32,679
|
+57%
|
|
|
19
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$4.64M
|
–
|
–
|
–
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$4.57M
|
-$38.8K
|
-681
|
-0.9%
|
|
|
21
|
LVW Advisors
Pittsford,
New York
|
$4.47M
|
-$191K
|
-3,354
|
-4%
|
|
|
22
|
Barden Capital Management
Austin,
Texas
|
$3.95M
|
-$1.44M
|
-25,194
|
-28%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.65M
|
+$437K
|
+7,668
|
+14%
|
|
|
24
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$3.62M
|
-$80.9K
|
-1,420
|
-2%
|
|
|
25
|
TrinityPoint Wealth
Milford,
Connecticut
|
$3.51M
|
+$205K
|
+3,598
|
+7%
|
|
