|
1
|
LPL Financial
San Diego,
California
|
$144M
|
+$5.16M
|
+86,753
|
+4%
|
|
|
2
|
Sequoia Financial Advisors
Akron,
Ohio
|
$79.8M
|
-$3M
|
-50,410
|
-4%
|
|
|
3
|
Private Advisor Group
Morristown,
New Jersey
|
$52.2M
|
+$604K
|
+10,151
|
+1%
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
$26M
|
+$3.32M
|
+55,815
|
+15%
|
|
|
5
|
Advance Capital Management
Southfield,
Michigan
|
$24.7M
|
-$38.2K
|
-642
|
-0.2%
|
|
|
6
|
Legal & General Group
London,
United Kingdom
|
$23.1M
|
-$2.42M
|
-40,727
|
-10%
|
|
|
7
|
Peak Financial Management
Wellesley,
Massachusetts
|
$22.8M
|
+$135K
|
+2,274
|
+0.6%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$18.4M
|
+$171K
|
+2,869
|
+1%
|
|
|
9
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$16.8M
|
-$535K
|
-9,000
|
-3%
|
|
|
10
|
Schaeffer Financial
Rockville,
Maryland
|
$14.5M
|
-$136K
|
-2,281
|
-0.9%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$14.1M
|
+$4M
|
+67,226
|
+41%
|
|
|
12
|
CX Institutional
Auburn,
Indiana
|
$14M
|
-$381K
|
-6,405
|
-3%
|
|
|
13
|
Meitav Investment House
Bene-Beraq,
Israel
|
$9.95M
|
–
|
–
|
–
|
|
|
14
|
Unique Wealth
Clearwater,
Florida
|
$7.41M
|
-$1.27M
|
-21,288
|
-15%
|
|
|
15
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$6.93M
|
+$204K
|
+3,422
|
+3%
|
|
|
16
|
Trilogy Capital
Irvine,
California
|
$5.72M
|
+$238
|
+4
|
+0%
|
|
|
17
|
Belpointe Asset Management
Reno,
Nevada
|
$5.57M
|
+$113K
|
+1,895
|
+2%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$5.53M
|
+$864K
|
+14,526
|
+19%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.21M
|
+$1.47M
|
+24,645
|
+40%
|
|
|
20
|
Cresset Asset Management
Chicago,
Illinois
|
$4.86M
|
+$2.38M
|
+39,970
|
+100%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.74M
|
+$1.45M
|
+24,346
|
+45%
|
|
|
22
|
LVW Advisors
Pittsford,
New York
|
$4.61M
|
+$57K
|
+958
|
+1%
|
|
|
23
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$4.56M
|
-$164K
|
-2,754
|
-4%
|
|
|
24
|
Barden Capital Management
Austin,
Texas
|
$4.04M
|
+$18.4K
|
+310
|
+0.5%
|
|
|
25
|
TrinityPoint Wealth
Milford,
Connecticut
|
$3.68M
|
+$101K
|
+1,697
|
+3%
|
|
