|
1
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$14.7M
|
+$326K
|
+14,652
|
+2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$13.4M
|
-$1.07M
|
-47,909
|
-8%
|
|
|
3
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$12.1M
|
-$21.3K
|
-958
|
-0.2%
|
|
|
4
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
$7.84M
|
-$8.25K
|
-371
|
-0.1%
|
|
|
5
|
Good Life Advisors
Reading,
Pennsylvania
|
$5.14M
|
+$464K
|
+20,887
|
+11%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.56M
|
+$4.3M
|
+193,283
|
New
|
|
|
7
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$4.18M
|
+$134K
|
+6,014
|
+3%
|
|
|
8
|
Belpointe Asset Management
Reno,
Nevada
|
$3.61M
|
+$3.43M
|
+154,411
|
New
|
|
|
9
|
Archford Capital Strategies
Swansea,
Illinois
|
$3.39M
|
+$702K
|
+31,570
|
+28%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$2.83M
|
-$98.4K
|
-4,425
|
-4%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.78M
|
+$1.58M
|
+71,112
|
+149%
|
|
|
12
|
Global Retirement Partners
San Rafael,
California
|
$2.71M
|
+$2.58M
|
+115,927
|
New
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$2.18M
|
-$103K
|
-4,616
|
-5%
|
|
|
14
|
|
$1.89M
|
+$854K
|
+38,422
|
+91%
|
|
|
15
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.75M
|
-$942K
|
-42,369
|
-36%
|
|
|
16
|
Park Avenue Securities
New York
|
$1.64M
|
+$1.56M
|
+70,058
|
New
|
|
|
17
|
Fifth Third Securities
Cincinnati,
Ohio
|
$1.62M
|
+$1.54M
|
+69,495
|
New
|
|
|
18
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.52M
|
-$397K
|
-17,862
|
-22%
|
|
|
19
|
Elyxium Wealth
San Mateo,
California
|
$1.38M
|
+$600K
|
+26,982
|
+84%
|
|
|
20
|
Tactive Advisors
Jacksonville,
Florida
|
$957K
|
+$911K
|
+40,965
|
New
|
|
|
21
|
Operose Advisors
Milwaukee,
Wisconsin
|
$858K
|
–
|
–
|
–
|
|
|
22
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$808K
|
+$137K
|
+6,180
|
+22%
|
|
|
23
|
Harbour Investments
Madison,
Wisconsin
|
$783K
|
+$242K
|
+10,900
|
+48%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$781K
|
-$1.07M
|
-47,908
|
-59%
|
|
|
25
|
Insight Wealth Strategies
San Ramon,
California
|
$532K
|
-$92.5K
|
-4,161
|
-15%
|
|
