|
1
|
Bank of New York Mellon
New York
|
$135M
|
-$9.08M
|
-364,040
|
-7%
|
|
|
2
|
Principle Wealth Partners
Madison,
Connecticut
|
$96M
|
+$67.3M
|
+2,696,598
|
+296%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$47.7M
|
+$40.5M
|
+1,624,413
|
+966%
|
|
|
4
|
Steward Partners Investment Advisory
New York
|
$9.73M
|
+$8.94M
|
+358,527
|
+4,907%
|
|
|
5
|
Crux Wealth Advisors
Long Beach,
California
|
$9.73M
|
+$6.24M
|
+250,240
|
+217%
|
|
|
6
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$7.42M
|
+$6.95M
|
+278,776
|
New
|
|
|
7
|
StoneCrest Wealth Management
Chandler,
Arizona
|
$7.13M
|
+$5.09M
|
+203,967
|
+318%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.88M
|
+$5.49M
|
+220,123
|
+26,779%
|
|
|
9
|
Merit Financial Group
Alpharetta,
Georgia
|
$5.87M
|
+$645K
|
+25,856
|
+13%
|
|
|
10
|
Trivium Point Advisory
Westport,
Connecticut
|
$3.12M
|
+$79.3K
|
+3,179
|
+3%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$2.64M
|
+$2.47M
|
+99,220
|
New
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.64M
|
+$653K
|
+26,187
|
+36%
|
|
|
13
|
Maia Wealth
Denver,
Colorado
|
$2.33M
|
+$1.75M
|
+70,258
|
+407%
|
|
|
14
|
&Partners
Nashville,
Tennessee
|
$1.9M
|
+$32.5K
|
+1,303
|
+2%
|
|
|
15
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$1.89M
|
+$585K
|
+23,450
|
+49%
|
|
|
16
|
Smith, Moore & Co
Clayton,
Missouri
|
$1.8M
|
+$2.79K
|
+112
|
+0.2%
|
|
|
17
|
Avantax Advisory Services
Dallas,
Texas
|
$1.55M
|
+$1.45M
|
+58,325
|
New
|
|
|
18
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$1.49M
|
+$980K
|
+39,285
|
+234%
|
|
|
19
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.49M
|
-$2.92K
|
-117
|
-0.2%
|
|
|
20
|
|
$1.43M
|
+$707K
|
+28,360
|
+111%
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$971K
|
+$910K
|
+36,493
|
New
|
|
|
22
|
American Alpha Advisors
New York
|
$877K
|
-$50.2K
|
-2,012
|
-6%
|
|
|
23
|
Insigneo Advisory Services
Miami,
Florida
|
$783K
|
–
|
–
|
–
|
|
|
24
|
Next Level Private
Harrison,
New York
|
$699K
|
+$655K
|
+26,275
|
New
|
|
|
25
|
GTS Securities
Miami,
Florida
|
$697K
|
+$653K
|
+26,199
|
New
|
|
