|
1
|
LPL Financial
San Diego,
California
|
$144M
|
-$321K
|
-4,954
|
-0.2%
|
|
|
2
|
Sequoia Financial Advisors
Akron,
Ohio
|
$83.4M
|
+$273K
|
+4,203
|
+0.3%
|
|
|
3
|
Private Advisor Group
Morristown,
New Jersey
|
$50.4M
|
-$3.06M
|
-47,167
|
-6%
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
$31.9M
|
+$5.59M
|
+86,169
|
+21%
|
|
|
5
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$29.5M
|
+$30.2M
|
+465,025
|
New
|
|
|
6
|
Peak Financial Management
Wellesley,
Massachusetts
|
$23.8M
|
-$41.8K
|
-644
|
-0.2%
|
|
|
7
|
Legal & General Group
London,
United Kingdom
|
$22.5M
|
-$1.62M
|
-24,905
|
-7%
|
|
|
8
|
Advance Capital Management
Southfield,
Michigan
|
$22.1M
|
+$444K
|
+6,844
|
+2%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$20.1M
|
+$530K
|
+8,168
|
+3%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$18.8M
|
+$5.34M
|
+82,404
|
+39%
|
|
|
11
|
|
$18.5M
|
+$15.8M
|
+243,543
|
+504%
|
|
|
12
|
Schaeffer Financial
Rockville,
Maryland
|
$15.2M
|
+$74.4K
|
+1,147
|
+0.5%
|
|
|
13
|
Meitav Investment House
Bene-Beraq,
Israel
|
$10.4M
|
–
|
–
|
–
|
|
|
14
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$7.94M
|
+$8.13M
|
+125,410
|
New
|
|
|
15
|
Unique Wealth
Clearwater,
Florida
|
$6.53M
|
-$365K
|
-5,628
|
-5%
|
|
|
16
|
Trilogy Capital
Irvine,
California
|
$5.92M
|
-$44.9K
|
-693
|
-0.7%
|
|
|
17
|
Belpointe Asset Management
Reno,
Nevada
|
$5.89M
|
-$16.7K
|
-258
|
-0.3%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.43M
|
+$356K
|
+5,486
|
+7%
|
|
|
19
|
|
$5.33M
|
+$876K
|
+13,507
|
+19%
|
|
|
20
|
LVW Advisors
Pittsford,
New York
|
$5.24M
|
+$255K
|
+3,936
|
+5%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$5.07M
|
-$79.5K
|
-1,226
|
-2%
|
|
|
22
|
Barden Capital Management
Austin,
Texas
|
$4.61M
|
+$221K
|
+3,413
|
+5%
|
|
|
23
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$4.37M
|
-$98.3K
|
-1,515
|
-2%
|
|
|
24
|
TrinityPoint Wealth
Milford,
Connecticut
|
$3.95M
|
+$83.7K
|
+1,291
|
+2%
|
|
|
25
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$3.45M
|
+$208K
|
+3,201
|
+6%
|
|
