|
1
|
Great Lakes Advisors
Chicago,
Illinois
|
$29.8M
|
-$1.67M
|
-77,558
|
-5%
|
|
|
2
|
Congress Wealth Management
Boston,
Massachusetts
|
$10.2M
|
-$12.6M
|
-585,565
|
-55%
|
|
|
3
|
|
$9.33M
|
+$2.02M
|
+93,855
|
+27%
|
|
|
4
|
Axiom Financial Strategies
New Albany,
Indiana
|
$8.43M
|
+$2.12M
|
+98,589
|
+33%
|
|
|
5
|
Lake Street Private Wealth
Chicago,
Illinois
|
$6.14M
|
+$1.87M
|
+86,998
|
+43%
|
|
|
6
|
|
$4.1M
|
+$748K
|
+34,752
|
+22%
|
|
|
7
|
Inscription Capital
Houston,
Texas
|
$3.53M
|
+$2.08M
|
+96,636
|
+139%
|
|
|
8
|
Appleton Partners
Boston,
Massachusetts
|
$2.9M
|
+$108K
|
+5,019
|
+4%
|
|
|
9
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$2.75M
|
+$47.8K
|
+2,221
|
+2%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.71M
|
+$676K
|
+31,378
|
+33%
|
|
|
11
|
Vise Technologies
New York
|
$1.54M
|
+$683K
|
+31,733
|
+78%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.13M
|
-$42.3K
|
-1,966
|
-4%
|
|
|
13
|
Gainplan
Bloomfield Hills,
Michigan
|
$791K
|
+$222K
|
+10,308
|
+38%
|
|
|
14
|
Old Mission Capital
Chicago,
Illinois
|
$780K
|
-$2.33M
|
-108,231
|
-75%
|
|
|
15
|
Northcape Wealth Management
Williamsville,
New York
|
$763K
|
+$225K
|
+10,447
|
+41%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$733K
|
+$68K
|
+3,157
|
+10%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$630K
|
+$250K
|
+11,594
|
+64%
|
|
|
18
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$630K
|
+$322K
|
+14,931
|
+101%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$615K
|
-$784K
|
-36,422
|
-56%
|
|
|
20
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$504K
|
-$4.43M
|
-205,800
|
-90%
|
|
|
21
|
Advisory Services Network
Atlanta,
Georgia
|
$469K
|
+$118K
|
+5,500
|
+33%
|
|
|
22
|
V Wealth Advisors
Overland Park,
Kansas
|
$406K
|
-$538
|
-25
|
-0.1%
|
|
|
23
|
Financial Guidance Group
Palm Harbor,
Florida
|
$374K
|
-$15.2K
|
-705
|
-4%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$336K
|
–
|
–
|
–
|
|
|
25
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$335K
|
+$28K
|
+1,298
|
+9%
|
|
