|
1
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$38.4M
|
+$38.3M
|
+1,871,709
|
New
|
|
|
2
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$31.6M
|
+$2.65M
|
+129,217
|
+9%
|
|
|
3
|
Congress Wealth Management
Boston,
Massachusetts
|
$15.5M
|
+$494K
|
+24,133
|
+3%
|
|
|
4
|
Channel Wealth
Santa Barbara,
California
|
$14.2M
|
+$5.17M
|
+252,640
|
+58%
|
|
|
5
|
Axxcess Wealth Management
Carlsbad,
California
|
$8.56M
|
+$771K
|
+37,648
|
+10%
|
|
|
6
|
MBL Wealth
Charlotte,
North Carolina
|
$8.39M
|
+$3.58M
|
+174,647
|
+75%
|
|
|
7
|
Tortoise Investment Management
White Plains,
New York
|
$8.37M
|
+$8.35M
|
+407,593
|
New
|
|
|
8
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$8.21M
|
+$1.49M
|
+72,922
|
+22%
|
|
|
9
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.38M
|
+$4.71M
|
+229,786
|
+714%
|
|
|
10
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$3.9M
|
+$3.89M
|
+189,990
|
New
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$3.46M
|
-$3.71M
|
-181,025
|
-52%
|
|
|
12
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2M
|
+$1.73M
|
+84,337
|
+639%
|
|
|
13
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$1.77M
|
-$103K
|
-5,016
|
-6%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.39M
|
+$1.39M
|
+67,823
|
+135,646%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$687K
|
+$301K
|
+14,708
|
+78%
|
|
|
16
|
Rockefeller Capital Management
New York
|
$425K
|
-$322K
|
-15,699
|
-43%
|
|
|
17
|
Independent Financial Group
San Diego,
California
|
$421K
|
+$99K
|
+4,832
|
+31%
|
|
|
18
|
Concurrent Investment Advisors
Tampa,
Florida
|
$308K
|
-$97.5K
|
-4,758
|
-24%
|
|
|
19
|
Bay Colony Advisors
Concord,
Massachusetts
|
$287K
|
+$49.1K
|
+2,396
|
+21%
|
|
|
20
|
Hartline Investment Corp
Winnetka,
Illinois
|
$287K
|
+$286K
|
+13,982
|
New
|
|
|
21
|
Bridge Advisory
Pasadena,
California
|
$277K
|
-$793K
|
-38,714
|
-74%
|
|
|
22
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$270K
|
+$270K
|
+13,159
|
New
|
|
|
23
|
Vista Investment Partners
Oklahoma City,
Oklahoma
|
$225K
|
+$225K
|
+10,969
|
New
|
|
|
24
|
Huntington National Bank
Columbus,
Ohio
|
$182K
|
–
|
–
|
–
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$124K
|
+$124K
|
+6,055
|
New
|
|
