|
1
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$34.8M
|
-$1.29M
|
-45,100
|
-3%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$34M
|
+$10.8M
|
+379,251
|
+44%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$16.5M
|
+$6.47M
|
+226,277
|
+60%
|
|
|
4
|
Catalyst Private Wealth
San Mateo,
California
|
$15.7M
|
+$915K
|
+31,988
|
+6%
|
|
|
5
|
Astoria Portfolio Advisors
New York
|
$8.6M
|
+$1.47M
|
+51,225
|
+22%
|
|
|
6
|
Family Management
New York
|
$8.28M
|
+$5.39M
|
+188,576
|
+168%
|
|
|
7
|
Stephens Inc
Little Rock,
Arkansas
|
$7.27M
|
+$2.93M
|
+102,580
|
+63%
|
|
|
8
|
|
$6.87M
|
+$2.5M
|
+87,364
|
+54%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$6.78M
|
+$1.47M
|
+51,295
|
+26%
|
|
|
10
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$6.59M
|
+$6.86M
|
+239,835
|
New
|
|
|
11
|
Steward Partners Investment Advisory
New York
|
$5.98M
|
+$6.22M
|
+217,583
|
New
|
|
|
12
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$5.95M
|
+$4.3M
|
+150,466
|
+228%
|
|
|
13
|
Alpha Financial Partners
Lexington,
Kentucky
|
$5.12M
|
+$4.93M
|
+172,368
|
+1,228%
|
|
|
14
|
Rockefeller Capital Management
New York
|
$4.82M
|
+$4.96M
|
+173,320
|
+8,559%
|
|
|
15
|
Atria Investments
Charlotte,
North Carolina
|
$4.49M
|
+$61.4K
|
+2,146
|
+1%
|
|
|
16
|
Corrado Advisors
Ramsey,
New Jersey
|
$3.23M
|
+$202K
|
+7,050
|
+6%
|
|
|
17
|
|
$3.15M
|
+$3.27M
|
+114,489
|
New
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.96M
|
+$3.07M
|
+107,499
|
New
|
|
|
19
|
|
$2.91M
|
+$785K
|
+27,428
|
+35%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$2.83M
|
+$1.38M
|
+48,140
|
+88%
|
|
|
21
|
SMART Wealth
Omaha,
Nebraska
|
$2.66M
|
+$528K
|
+18,455
|
+24%
|
|
|
22
|
Clarity Retirement & Wealth
New Bedford,
Massachusetts
|
$2.41M
|
+$2.51M
|
+87,684
|
New
|
|
|
23
|
Arrowroot Family Office
Marina Del Rey,
California
|
$2.06M
|
+$2.15M
|
+75,056
|
New
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$2.03M
|
-$232K
|
-8,096
|
-10%
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.91M
|
+$1.95M
|
+68,142
|
New
|
|
