|
26
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.99M
|
-$587K
|
-16,879
|
-23%
|
|
|
27
|
UBS Group
Zurich,
Switzerland
|
$1.93M
|
-$2.35M
|
-67,503
|
-55%
|
|
|
28
|
Lucia Wealth Services
San Diego,
California
|
$1.81M
|
+$1.79M
|
+51,483
|
New
|
|
|
29
|
WealthSource Partners
San Luis Obispo,
California
|
$1.78M
|
+$1.28M
|
+36,801
|
+265%
|
|
|
30
|
Bank of America
Charlotte,
North Carolina
|
$1.65M
|
-$718K
|
-20,626
|
-31%
|
|
|
31
|
Bailard
Foster City,
California
|
$1.65M
|
+$392K
|
+11,265
|
+32%
|
|
|
32
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$1.44M
|
+$1.43M
|
+41,017
|
New
|
|
|
33
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$1.38M
|
+$157K
|
+4,505
|
+13%
|
|
|
34
|
Insight 2811 Inc
Chicago,
Illinois
|
$1.34M
|
-$4K
|
-115
|
-0.3%
|
|
|
35
|
Atria Investments
Charlotte,
North Carolina
|
$1.23M
|
-$121K
|
-3,476
|
-9%
|
|
|
36
|
Guggenheim Capital
Chicago,
Illinois
|
$1.16M
|
+$1.15M
|
+33,004
|
New
|
|
|
37
|
Lattice Strategies
Wayne,
Pennsylvania
|
$1.08M
|
+$587K
|
+16,880
|
+122%
|
|
|
38
|
LifePlan Financial Group
Dayton,
Ohio
|
$1.07M
|
+$1.06M
|
+30,451
|
New
|
|
|
39
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$945K
|
-$151K
|
-4,329
|
-14%
|
|
|
40
|
AGF Investments Inc
Toronto,
Ontario, Canada
|
$643K
|
+$292K
|
+8,398
|
+85%
|
|
|
41
|
Advisor Group
Phoenix,
Arizona
|
$510K
|
-$200K
|
-5,736
|
-28%
|
|
|
42
|
GenWealth Group
Maplewood,
New Jersey
|
$404K
|
–
|
–
|
–
|
|
|
43
|
CreativeOne Wealth
Overland Park,
Kansas
|
$369K
|
+$366K
|
+10,510
|
New
|
|
|
44
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$308K
|
-$4.99M
|
-143,434
|
-94%
|
|
|
45
|
AJ Wealth Strategies
New York
|
$299K
|
+$297K
|
+8,524
|
New
|
|
|
46
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$289K
|
–
|
–
|
–
|
|
|
47
|
RFG Advisory
Birmingham,
Alabama
|
$287K
|
+$285K
|
+8,190
|
New
|
|
|
48
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$280K
|
-$81.8K
|
-2,351
|
-23%
|
|
|
49
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$274K
|
-$222K
|
-6,384
|
-45%
|
|
|
50
|
|
$269K
|
–
|
–
|
–
|
|
