|
1
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$38.9M
|
+$346K
|
+16,878
|
+0.9%
|
|
|
2
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$36.5M
|
+$4.84M
|
+236,168
|
+15%
|
|
|
3
|
Executive Wealth Management
Brighton,
Michigan
|
$19.8M
|
+$19.7M
|
+962,120
|
New
|
|
|
4
|
Channel Wealth
Santa Barbara,
California
|
$17.9M
|
+$3.66M
|
+178,691
|
+26%
|
|
|
5
|
Congress Wealth Management
Boston,
Massachusetts
|
$15.6M
|
+$87K
|
+4,251
|
+0.6%
|
|
|
6
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$11.1M
|
+$2.83M
|
+138,298
|
+35%
|
|
|
7
|
Tortoise Investment Management
White Plains,
New York
|
$10.8M
|
+$2.39M
|
+116,887
|
+29%
|
|
|
8
|
MBL Wealth
Charlotte,
North Carolina
|
$9.02M
|
+$600K
|
+29,314
|
+7%
|
|
|
9
|
Axxcess Wealth Management
Carlsbad,
California
|
$8.94M
|
+$347K
|
+16,943
|
+4%
|
|
|
10
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$7.69M
|
+$2.28M
|
+111,479
|
+43%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$4M
|
+$522K
|
+25,500
|
+15%
|
|
|
12
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$3.18M
|
-$730K
|
-35,633
|
-19%
|
|
|
13
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2.01M
|
–
|
–
|
–
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.81M
|
+$418K
|
+20,425
|
+30%
|
|
|
15
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$1.74M
|
-$33K
|
-1,610
|
-2%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.31M
|
+$613K
|
+29,921
|
+89%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$1.26M
|
+$1.25M
|
+61,088
|
New
|
|
|
18
|
Mendel Money Management
Northbrook,
Illinois
|
$1.19M
|
+$1.18M
|
+57,663
|
New
|
|
|
19
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.13M
|
+$1.14M
|
+55,473
|
New
|
|
|
20
|
LPL Financial
San Diego,
California
|
$1.07M
|
+$1.06M
|
+51,998
|
New
|
|
|
21
|
Independent Financial Group
San Diego,
California
|
$580K
|
+$157K
|
+7,663
|
+37%
|
|
|
22
|
Bay Colony Advisors
Concord,
Massachusetts
|
$431K
|
+$142K
|
+6,930
|
+50%
|
|
|
23
|
Rockefeller Capital Management
New York
|
$409K
|
-$16.4K
|
-800
|
-4%
|
|
|
24
|
Concurrent Investment Advisors
Tampa,
Florida
|
$310K
|
+$1.04K
|
+51
|
+0.3%
|
|
|
25
|
Huntington National Bank
Columbus,
Ohio
|
$294K
|
–
|
–
|
–
|
|
