|
1
|
|
$187M
|
+$3.85M
|
+55,230
|
+2%
|
|
|
2
|
AllianceBernstein
Nashville,
Tennessee
|
$31M
|
+$31.4M
|
+451,481
|
New
|
|
|
3
|
Amicus Financial Advisors
Lubbock,
Texas
|
$30M
|
+$30.4M
|
+436,381
|
New
|
|
|
4
|
|
$24.8M
|
+$1.88M
|
+27,025
|
+8%
|
|
|
5
|
Aurelius Family Office
Bedford,
New Hampshire
|
$23.9M
|
+$892K
|
+12,807
|
+4%
|
|
|
6
|
|
$23.4M
|
+$23.7M
|
+340,079
|
New
|
|
|
7
|
Mercer Global Advisors
Denver,
Colorado
|
$21.8M
|
-$472K
|
-6,780
|
-2%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$21.5M
|
+$2.73M
|
+39,259
|
+14%
|
|
|
9
|
Waverly Advisors
Birmingham,
Alabama
|
$20.8M
|
+$21.1M
|
+303,269
|
New
|
|
|
10
|
Beacon Pointe Advisors
Newport Beach,
California
|
$17.6M
|
+$4.33M
|
+62,178
|
+32%
|
|
|
11
|
Two West Capital Advisors
Overland Park,
Kansas
|
$17.2M
|
+$1.01M
|
+14,507
|
+6%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.1M
|
-$531K
|
-7,620
|
-3%
|
|
|
13
|
Applied Capital
Little Rock,
Arkansas
|
$13.1M
|
+$958K
|
+13,752
|
+8%
|
|
|
14
|
Stone Summit Wealth
Miami,
Florida
|
$8.13M
|
+$1.37M
|
+19,729
|
+20%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$7.35M
|
+$3.67M
|
+52,752
|
+97%
|
|
|
16
|
E-Wealth Partners
Minnetonka,
Minnesota
|
$6.67M
|
+$6.76M
|
+97,013
|
New
|
|
|
17
|
Professional Financial Advisors
North Platte,
Nebraska
|
$5.94M
|
+$582K
|
+8,352
|
+11%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$5.92M
|
-$161K
|
-2,305
|
-3%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.47M
|
+$136K
|
+1,949
|
+3%
|
|
|
20
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$4.79M
|
+$4.86M
|
+69,732
|
New
|
|
|
21
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$4.44M
|
+$816K
|
+11,710
|
+22%
|
|
|
22
|
Five Pine Wealth Management
Coeur D Alene,
Idaho
|
$4.24M
|
+$499K
|
+7,171
|
+13%
|
|
|
23
|
|
$4.03M
|
+$4.07M
|
+58,455
|
+38,457%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$3.5M
|
+$980K
|
+14,075
|
+38%
|
|
|
25
|
CIBC World Market
Toronto,
Ontario, Canada
|
$2.21M
|
+$338K
|
+4,849
|
+18%
|
|
