|
1
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$250M
|
-$37.1M
|
-1,173,828
|
-13%
|
|
|
2
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$83.9M
|
+$2.16M
|
+68,477
|
+3%
|
|
|
3
|
Brogan Financial
Knoxville,
Tennessee
|
$59.1M
|
+$8.57M
|
+271,435
|
+18%
|
|
|
4
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$35.2M
|
+$33.2M
|
+1,052,499
|
+13,044%
|
|
|
5
|
Second Line Capital
Metairie,
Louisiana
|
$31.9M
|
+$30.4M
|
+961,326
|
New
|
|
|
6
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$31.7M
|
-$1.47M
|
-46,376
|
-5%
|
|
|
7
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$27.4M
|
+$441K
|
+13,945
|
+2%
|
|
|
8
|
Waterloo Capital
Austin,
Texas
|
$18.2M
|
-$110K
|
-3,470
|
-0.6%
|
|
|
9
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$16.8M
|
+$328K
|
+10,388
|
+2%
|
|
|
10
|
ORG Partners
Roanoke,
Indiana
|
$16.7M
|
+$15.7M
|
+496,308
|
+6,456%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$15.9M
|
+$11.2M
|
+353,622
|
+282%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.7M
|
+$595K
|
+18,847
|
+4%
|
|
|
13
|
TrueWealth Advisors
Birmingham,
Alabama
|
$12.8M
|
+$643K
|
+20,359
|
+6%
|
|
|
14
|
Bienville Capital Management
New York
|
$12M
|
-$15.8K
|
-500
|
-0.1%
|
|
|
15
|
Advisory Services Network
Atlanta,
Georgia
|
$10.5M
|
-$3.48M
|
-110,025
|
-26%
|
|
|
16
|
MAI Capital Management
Independence,
Ohio
|
$10.1M
|
+$887K
|
+28,066
|
+10%
|
|
|
17
|
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
$7.87M
|
–
|
–
|
–
|
|
|
18
|
Menard Financial Group
Houston,
Texas
|
$6.42M
|
-$686K
|
-21,718
|
-10%
|
|
|
19
|
Level Four Advisory Services
Dallas,
Texas
|
$5.76M
|
+$5.48M
|
+173,584
|
New
|
|
|
20
|
Silver Oak Securities
Jackson,
Tennessee
|
$5.39M
|
+$726K
|
+22,969
|
+16%
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.87M
|
-$355K
|
-11,245
|
-7%
|
|
|
22
|
One Plus One Wealth Management
Jupiter,
Florida
|
$3.32M
|
+$22.5K
|
+712
|
+0.7%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$2.42M
|
+$212K
|
+6,697
|
+10%
|
|
|
24
|
MBE Wealth Management
Tomah,
Wisconsin
|
$2.09M
|
+$382K
|
+12,107
|
+24%
|
|
|
25
|
Atria Investments
Charlotte,
North Carolina
|
$1.73M
|
+$1.65M
|
+52,124
|
New
|
|
