|
1
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$43M
|
+$5.4M
|
+257,402
|
+15%
|
|
|
2
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$39.3M
|
-$671K
|
-32,011
|
-2%
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
$23.9M
|
+$23.6M
|
+1,126,933
|
New
|
|
|
4
|
Channel Wealth
Santa Barbara,
California
|
$22.6M
|
+$4.2M
|
+200,291
|
+23%
|
|
|
5
|
Executive Wealth Management
Brighton,
Michigan
|
$21.2M
|
+$815K
|
+38,844
|
+4%
|
|
|
6
|
Congress Wealth Management
Boston,
Massachusetts
|
$16.1M
|
+$85.6K
|
+4,081
|
+0.5%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$15.2M
|
+$15M
|
+716,756
|
+65,757%
|
|
|
8
|
Tortoise Investment Management
White Plains,
New York
|
$11.8M
|
+$697K
|
+33,248
|
+6%
|
|
|
9
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$11.6M
|
+$3.65M
|
+173,837
|
+47%
|
|
|
10
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$10.7M
|
-$656K
|
-31,251
|
-6%
|
|
|
11
|
MBL Wealth
Charlotte,
North Carolina
|
$9.31M
|
+$34.1K
|
+1,626
|
+0.4%
|
|
|
12
|
Axxcess Wealth Management
Carlsbad,
California
|
$6.94M
|
-$2.22M
|
-106,015
|
-24%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$6.53M
|
+$5.18M
|
+246,934
|
+404%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$3.56M
|
-$551K
|
-26,276
|
-14%
|
|
|
15
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$2.98M
|
-$287K
|
-13,666
|
-9%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.9M
|
+$1.02M
|
+48,547
|
+55%
|
|
|
17
|
Oppenheimer & Co
New York
|
$2.6M
|
+$2.57M
|
+122,683
|
New
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.14M
|
+$789K
|
+37,634
|
+59%
|
|
|
19
|
Mendel Money Management
Northbrook,
Illinois
|
$1.87M
|
+$642K
|
+30,596
|
+53%
|
|
|
20
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$1.86M
|
+$68.2K
|
+3,253
|
+4%
|
|
|
21
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.77M
|
-$293K
|
-13,966
|
-14%
|
|
|
22
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.66M
|
+$514K
|
+24,485
|
+44%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$1.26M
|
+$161K
|
+7,668
|
+15%
|
|
|
24
|
Proficio Capital Partners
Newton,
Massachusetts
|
$1.23M
|
+$1.22M
|
+58,260
|
New
|
|
|
25
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$1.01M
|
+$996K
|
+47,461
|
New
|
|
