|
1
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$145M
|
+$11M
|
+651,187
|
+8%
|
|
|
2
|
|
$131M
|
+$30M
|
+1,783,045
|
+30%
|
|
|
3
|
Lido Advisors
Los Angeles,
California
|
$120M
|
+$39.7M
|
+2,357,648
|
+49%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$82.5M
|
+$4.41M
|
+261,913
|
+6%
|
|
|
5
|
TruWealth Advisors
Metairie,
Louisiana
|
$74.9M
|
+$9.22M
|
+547,539
|
+14%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$57.4M
|
+$18.4M
|
+1,092,532
|
+47%
|
|
|
7
|
Clearstead Advisors
Cleveland,
Ohio
|
$56.4M
|
+$3.57M
|
+211,975
|
+7%
|
|
|
8
|
|
$52.8M
|
-$542K
|
-32,174
|
-1%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$42.2M
|
-$7.99M
|
-474,660
|
-16%
|
|
|
10
|
Hills Bank & Trust
North Liberty,
Iowa
|
$40.1M
|
+$3.92M
|
+232,725
|
+11%
|
|
|
11
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$37.2M
|
+$4.76M
|
+282,453
|
+15%
|
|
|
12
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$34.4M
|
+$875K
|
+51,958
|
+3%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$29.4M
|
+$6.49M
|
+385,662
|
+29%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$29.1M
|
+$2.02M
|
+120,005
|
+8%
|
|
|
15
|
TLWM Financial
San Antonio,
Texas
|
$28.1M
|
+$282K
|
+16,747
|
+1%
|
|
|
16
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$26.8M
|
-$2.85M
|
-169,495
|
-10%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.8M
|
-$1.28M
|
-76,140
|
-5%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.3M
|
+$1.57M
|
+93,357
|
+7%
|
|
|
19
|
IMA Advisory Services
Denver,
Colorado
|
$22.4M
|
+$252K
|
+14,946
|
+1%
|
|
|
20
|
MONECO Advisors
Fairfield,
Connecticut
|
$21.7M
|
+$2.73M
|
+162,296
|
+14%
|
|
|
21
|
MAI Capital Management
Independence,
Ohio
|
$21.5M
|
+$1.78M
|
+105,532
|
+9%
|
|
|
22
|
&Partners
Nashville,
Tennessee
|
$19.8M
|
+$17M
|
+1,009,278
|
+629%
|
|
|
23
|
Tradewinds Capital Management
Bellingham,
Washington
|
$18.7M
|
+$18.7M
|
+1,107,812
|
New
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$15.4M
|
+$951K
|
+56,467
|
+7%
|
|
|
25
|
Foronjy Financial
Santa Barbara,
California
|
$15.2M
|
+$1.54M
|
+91,670
|
+11%
|
|
