|
1
|
Valmark Advisers
Akron,
Ohio
|
$260M
|
-$6.1M
|
-197,770
|
-2%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$43.4M
|
+$35.7M
|
+1,157,809
|
+489%
|
|
|
3
|
Ford Financial Group
Fresno,
California
|
$43.1M
|
+$405K
|
+13,113
|
+1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$42.8M
|
+$4.49M
|
+145,502
|
+12%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$41.5M
|
+$10.2M
|
+331,818
|
+33%
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$40.7M
|
-$172K
|
-5,589
|
-0.4%
|
|
|
7
|
|
$32.9M
|
+$3.75M
|
+121,650
|
+13%
|
|
|
8
|
Lutz Financial Services
Omaha,
Nebraska
|
$26.9M
|
+$6.95M
|
+225,222
|
+35%
|
|
|
9
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$26.3M
|
+$1.73M
|
+56,225
|
+7%
|
|
|
10
|
Focused Wealth Management
Newburgh,
New York
|
$24.2M
|
+$745K
|
+24,156
|
+3%
|
|
|
11
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$21.9M
|
+$6.93M
|
+224,611
|
+47%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$19.7M
|
+$19.5M
|
+631,623
|
+81,711%
|
|
|
13
|
Advisory Alpha
Holland,
Michigan
|
$16.6M
|
+$934K
|
+30,277
|
+6%
|
|
|
14
|
Nottingham Advisors
Amherst,
New York
|
$16.2M
|
+$1.3M
|
+42,273
|
+9%
|
|
|
15
|
Kays Financial Advisory
Atlanta,
Georgia
|
$15.7M
|
+$4.33M
|
+140,282
|
+38%
|
|
|
16
|
Altium Wealth Management
Purchase,
New York
|
$14.7M
|
+$6.99M
|
+226,379
|
+93%
|
|
|
17
|
Accredited Investors
Edina,
Minnesota
|
$13.5M
|
+$13.4M
|
+434,020
|
New
|
|
|
18
|
United Capital Financial Advisors
Irving,
Texas
|
$12.9M
|
+$6.35M
|
+205,665
|
+98%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.3M
|
+$10.3M
|
+332,411
|
New
|
|
|
20
|
Jackson Wealth Management
Lake Mary,
Florida
|
$10.3M
|
+$74.4K
|
+2,411
|
+0.7%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.18M
|
-$319K
|
-10,339
|
-3%
|
|
|
22
|
Winch Advisory Services
Appleton,
Wisconsin
|
$9.05M
|
+$4.73M
|
+153,224
|
+111%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$8.97M
|
-$1.54M
|
-50,063
|
-15%
|
|
|
24
|
First National Trust
Hermitage,
Pennsylvania
|
$8.59M
|
+$2.61M
|
+84,647
|
+44%
|
|
|
25
|
WrapManager Inc
Mill Valley,
California
|
$8.21M
|
+$20.6K
|
+669
|
+0.3%
|
|
