|
1
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$20.7M
|
+$20.7M
|
+424,119
|
New
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$12.2M
|
+$789K
|
+16,128
|
+7%
|
|
|
3
|
Plancorp LLC
Saint Louis,
Missouri
|
$7.62M
|
+$1.61M
|
+32,965
|
+27%
|
|
|
4
|
Abacus Wealth Partners
Santa Monica,
California
|
$4.09M
|
+$4.1M
|
+83,931
|
New
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.53M
|
+$1.28M
|
+26,083
|
+56%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$3.41M
|
-$897K
|
-18,337
|
-21%
|
|
|
7
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$2.42M
|
+$49.9K
|
+1,021
|
+2%
|
|
|
8
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$2.31M
|
+$2.31M
|
+47,340
|
New
|
|
|
9
|
B&D White Capital Company
Lakeway,
Texas
|
$1.9M
|
+$535K
|
+10,950
|
+39%
|
|
|
10
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$1.89M
|
-$90.5K
|
-1,850
|
-5%
|
|
|
11
|
|
$1.7M
|
-$2.15M
|
-43,981
|
-56%
|
|
|
12
|
Park Avenue Securities
New York
|
$1.03M
|
+$721K
|
+14,755
|
+232%
|
|
|
13
|
Bridge Advisory
Pasadena,
California
|
$697K
|
+$369K
|
+7,543
|
+112%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$683K
|
+$352K
|
+7,208
|
+106%
|
|
|
15
|
Applied Capital
Little Rock,
Arkansas
|
$681K
|
-$328K
|
-6,704
|
-32%
|
|
|
16
|
Raymond James Trust
St. Petersburg,
Florida
|
$622K
|
–
|
–
|
–
|
|
|
17
|
Tortoise Investment Management
White Plains,
New York
|
$597K
|
+$599K
|
+12,240
|
New
|
|
|
18
|
CVA Family Office
Denver,
Colorado
|
$429K
|
+$430K
|
+8,795
|
New
|
|
|
19
|
SC&H Financial Advisors
Sparks,
Maryland
|
$418K
|
+$419K
|
+8,573
|
New
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$323K
|
-$7.04K
|
-144
|
-2%
|
|
|
21
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$290K
|
+$290K
|
+5,936
|
New
|
|
|
22
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$275K
|
+$274K
|
+5,600
|
New
|
|
|
23
|
Cardiff Park Advisors
Carlsbad,
California
|
$224K
|
+$225K
|
+4,595
|
New
|
|
|
24
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$119K
|
+$120K
|
+2,446
|
New
|
|
|
25
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$67K
|
+$12K
|
+245
|
+22%
|
|
