|
1
|
Independence Asset Advisors
Wynnewood,,
Pennsylvania
|
$98.2M
|
+$14.4M
|
+273,532
|
+17%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$94.4M
|
-$12.5M
|
-237,246
|
-12%
|
|
|
3
|
Capital Investment Advisors
Atlanta,
Georgia
|
$87.7M
|
+$5.31M
|
+100,650
|
+6%
|
|
|
4
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$22.9M
|
+$4.01M
|
+76,065
|
+21%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$22.6M
|
-$9.45M
|
-179,091
|
-29%
|
|
|
6
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$19M
|
-$125K
|
-2,367
|
-0.7%
|
|
|
7
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$17.8M
|
+$3.13M
|
+59,306
|
+21%
|
|
|
8
|
Gradient Investments
Arden Hills,
Minnesota
|
$14.1M
|
+$47.8K
|
+905
|
+0.3%
|
|
|
9
|
Destiny Wealth Partners
Tavares,
Florida
|
$14M
|
+$14M
|
+264,711
|
New
|
|
|
10
|
Darwin Wealth Management
Tampa,
Florida
|
$13.7M
|
+$1.9K
|
+36
|
+0%
|
|
|
11
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$13.3M
|
+$1.15M
|
+21,827
|
+9%
|
|
|
12
|
Jones Financial Companies
Des Peres,
Missouri
|
$13.2M
|
+$4.31M
|
+81,744
|
+48%
|
|
|
13
|
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
|
$11.9M
|
–
|
–
|
–
|
|
|
14
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$11.8M
|
+$928K
|
+17,587
|
+9%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.6M
|
+$1.82M
|
+34,440
|
+19%
|
|
|
16
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$10.6M
|
-$4.29M
|
-81,368
|
-29%
|
|
|
17
|
Geneos Wealth Management
Englewood,
Colorado
|
$10.3M
|
+$2.05M
|
+38,797
|
+25%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$9.8M
|
-$438K
|
-8,298
|
-4%
|
|
|
19
|
Curi RMB Capital
Chicago,
Illinois
|
$9.19M
|
+$291K
|
+5,509
|
+3%
|
|
|
20
|
Integras Partners
Alpharetta,
Georgia
|
$8.86M
|
+$406K
|
+7,685
|
+5%
|
|
|
21
|
Maridea Wealth Management
Brooklyn,
New York
|
$8.55M
|
+$178K
|
+3,365
|
+2%
|
|
|
22
|
WealthPLAN Partners
Omaha,
Nebraska
|
$8.52M
|
+$130K
|
+2,458
|
+2%
|
|
|
23
|
|
$8.49M
|
+$4.59M
|
+87,028
|
+117%
|
|
|
24
|
Alpha Zero
Boca Raton,
Florida
|
$8.34M
|
+$8.35M
|
+158,268
|
New
|
|
|
25
|
OneAscent Financial Services
Birmingham,
Alabama
|
$7.99M
|
+$953K
|
+18,051
|
+14%
|
|
