|
1
|
Rockport Wealth
Fairview Park,
Ohio
|
$75.9M
|
+$1.33M
|
+65,660
|
+2%
|
|
|
2
|
Holistic Planning
Nacogdoches,
Texas
|
$23.3M
|
+$2.06M
|
+101,750
|
+10%
|
|
|
3
|
Stifel Financial
St. Louis,
Missouri
|
$23.1M
|
-$2.7M
|
-133,540
|
-10%
|
|
|
4
|
Jones Financial Companies
Des Peres,
Missouri
|
$11.9M
|
+$1.52M
|
+75,312
|
+15%
|
|
|
5
|
Copia Wealth Management
Bend,
Oregon
|
$10.5M
|
+$851K
|
+42,054
|
+9%
|
|
|
6
|
OxenFree Capital
Satellite Beach,
Florida
|
$8.11M
|
+$3.44M
|
+169,835
|
+73%
|
|
|
7
|
MML Investors Services
Springfield,
Massachusetts
|
$7.7M
|
+$4.52M
|
+223,309
|
+142%
|
|
|
8
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$6.13M
|
+$2.99M
|
+147,475
|
+95%
|
|
|
9
|
Grantvest Financial Group
Matawan,
New Jersey
|
$4.81M
|
+$9.98K
|
+493
|
+0.2%
|
|
|
10
|
Haven Private
Orlando,
Florida
|
$4.1M
|
+$1.39M
|
+68,633
|
+51%
|
|
|
11
|
Farther Finance Advisors
San Francisco,
California
|
$3.97M
|
-$5.01M
|
-247,321
|
-56%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.64M
|
+$970K
|
+47,906
|
+36%
|
|
|
13
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$3.02M
|
+$3.02M
|
+149,229
|
New
|
|
|
14
|
NWAM LLC
Mercer Island,
Washington
|
$2.86M
|
+$2.86M
|
+141,275
|
New
|
|
|
15
|
Tidal Investments
Milwaukee,
Wisconsin
|
$2.81M
|
+$479K
|
+23,643
|
+21%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.58M
|
-$3.54M
|
-174,660
|
-58%
|
|
|
17
|
Integrated Advisors Network
Dallas,
Texas
|
$2.57M
|
+$765K
|
+37,812
|
+42%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.53M
|
-$1.31M
|
-64,891
|
-34%
|
|
|
19
|
Advyzon Investment Management
Lisle,
Illinois
|
$2.5M
|
-$819K
|
-40,434
|
-25%
|
|
|
20
|
J.W. Cole Advisors
Tampa,
Florida
|
$2.3M
|
+$926K
|
+45,748
|
+68%
|
|
|
21
|
TCP Asset Management
Columbus,
Ohio
|
$2.21M
|
-$277K
|
-13,707
|
-11%
|
|
|
22
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$2.11M
|
+$2.11M
|
+104,020
|
New
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.92M
|
+$73.1K
|
+3,611
|
+4%
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.86M
|
-$117K
|
-5,768
|
-6%
|
|
|
25
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.79M
|
+$567K
|
+28,031
|
+46%
|
|
