|
1
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$46.8M
|
+$398K
|
+19,196
|
+0.9%
|
|
|
2
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$39.8M
|
+$2.36M
|
+114,075
|
+6%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$35M
|
+$14.1M
|
+678,599
|
+67%
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
$27.2M
|
+$1.18M
|
+56,801
|
+5%
|
|
|
5
|
Channel Wealth
Santa Barbara,
California
|
$25.1M
|
+$477K
|
+23,042
|
+2%
|
|
|
6
|
Congress Wealth Management
Boston,
Massachusetts
|
$16.1M
|
+$115K
|
+5,575
|
+0.7%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$14M
|
+$459K
|
+22,165
|
+3%
|
|
|
8
|
Tortoise Investment Management
White Plains,
New York
|
$12.2M
|
+$401K
|
+19,347
|
+3%
|
|
|
9
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$11.7M
|
-$369K
|
-17,805
|
-3%
|
|
|
10
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$11.3M
|
+$51.4K
|
+2,481
|
+0.5%
|
|
|
11
|
MBL Wealth
Charlotte,
North Carolina
|
$9.72M
|
+$314K
|
+15,142
|
+3%
|
|
|
12
|
L.J. Altfest & Co
New York
|
$7.64M
|
+$239K
|
+11,538
|
+3%
|
|
|
13
|
Axxcess Wealth Management
Carlsbad,
California
|
$7.14M
|
+$87.3K
|
+4,214
|
+1%
|
|
|
14
|
|
$6.59M
|
+$6.58M
|
+317,559
|
New
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$6.3M
|
+$3.18M
|
+153,666
|
+103%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$5.99M
|
+$2.18M
|
+105,157
|
+57%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.64M
|
+$1.11M
|
+53,640
|
+32%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$4.55M
|
+$429K
|
+20,731
|
+10%
|
|
|
19
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$4.11M
|
-$7.66K
|
-370
|
-0.2%
|
|
|
20
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$3.2M
|
-$557K
|
-26,875
|
-15%
|
|
|
21
|
Oppenheimer & Co
New York
|
$2.74M
|
+$128K
|
+6,183
|
+5%
|
|
|
22
|
Belpointe Asset Management
Reno,
Nevada
|
$2.42M
|
+$2.42M
|
+116,624
|
New
|
|
|
23
|
Mendel Money Management
Northbrook,
Illinois
|
$2.38M
|
+$4.93K
|
+238
|
+0.2%
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.02M
|
+$767K
|
+37,058
|
+61%
|
|
|
25
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$1.98M
|
+$66K
|
+3,189
|
+3%
|
|
