|
1
|
AE Wealth Management
Topeka,
Kansas
|
$62.7M
|
+$27.1M
|
+935,720
|
+76%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$38.2M
|
+$20.9M
|
+722,600
|
+120%
|
|
|
3
|
|
$31.9M
|
+$24.7M
|
+854,171
|
+342%
|
|
|
4
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$31.2M
|
-$5.33M
|
-183,950
|
-15%
|
|
|
5
|
Rockefeller Capital Management
New York
|
$21M
|
+$16M
|
+553,966
|
+316%
|
|
|
6
|
Catalyst Private Wealth
San Mateo,
California
|
$16.5M
|
+$72.4K
|
+2,500
|
+0.4%
|
|
|
7
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$14.9M
|
+$15M
|
+517,243
|
New
|
|
|
8
|
Pinnacle Wealth Management
Roseville,
California
|
$13.4M
|
+$13.4M
|
+463,091
|
New
|
|
|
9
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$12.5M
|
+$12.5M
|
+431,569
|
New
|
|
|
10
|
Steward Partners Investment Advisory
New York
|
$10.1M
|
+$3.84M
|
+132,563
|
+61%
|
|
|
11
|
Family Management
New York
|
$9.13M
|
+$448K
|
+15,489
|
+5%
|
|
|
12
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$8.85M
|
+$8.88M
|
+306,806
|
New
|
|
|
13
|
Astoria Portfolio Advisors
New York
|
$7.76M
|
-$823K
|
-28,446
|
-10%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$7.58M
|
+$469K
|
+16,195
|
+7%
|
|
|
15
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$6.43M
|
-$491K
|
-16,947
|
-7%
|
|
|
16
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$6.38M
|
+$138K
|
+4,755
|
+2%
|
|
|
17
|
Alpha Financial Partners
Lexington,
Kentucky
|
$6.07M
|
+$696K
|
+24,041
|
+13%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$5.77M
|
+$5.79M
|
+200,116
|
New
|
|
|
19
|
Stratos Investment Management
Beachwood,
Ohio
|
$5.73M
|
+$5.75M
|
+198,465
|
New
|
|
|
20
|
Fortis Group Advisors
Westwood,
New Jersey
|
$5.16M
|
+$4.99M
|
+172,385
|
New
|
|
|
21
|
Atria Investments
Charlotte,
North Carolina
|
$4.91M
|
+$196K
|
+6,780
|
+4%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$4.49M
|
+$1.52M
|
+52,591
|
+51%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.36M
|
+$4.37M
|
+150,971
|
New
|
|
|
24
|
Savvy Advisors Inc
New York
|
$4.27M
|
+$4.28M
|
+147,834
|
New
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.1M
|
+$2.26M
|
+78,110
|
+122%
|
|
