|
1
|
Great Lakes Advisors
Chicago,
Illinois
|
$29.9M
|
+$906K
|
+43,437
|
+3%
|
|
|
2
|
Axiom Financial Strategies
New Albany,
Indiana
|
$9.06M
|
+$873K
|
+41,886
|
+11%
|
|
|
3
|
|
$8.42M
|
-$650K
|
-31,163
|
-7%
|
|
|
4
|
|
$5.4M
|
+$1.43M
|
+68,383
|
+35%
|
|
|
5
|
Lake Street Private Wealth
Chicago,
Illinois
|
$5.27M
|
-$704K
|
-33,775
|
-12%
|
|
|
6
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$3.65M
|
+$984K
|
+47,204
|
+36%
|
|
|
7
|
Appleton Partners
Boston,
Massachusetts
|
$2.94M
|
+$124K
|
+5,940
|
+4%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.44M
|
-$199K
|
-9,535
|
-7%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.91M
|
+$810K
|
+38,859
|
+73%
|
|
|
10
|
Inscription Capital
Houston,
Texas
|
$1.43M
|
-$2.02M
|
-96,941
|
-58%
|
|
|
11
|
Vise Technologies
New York
|
$1.4M
|
-$92.6K
|
-4,440
|
-6%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.13M
|
+$1.1M
|
+52,662
|
New
|
|
|
13
|
Gainplan
Bloomfield Hills,
Michigan
|
$936K
|
+$169K
|
+8,090
|
+22%
|
|
|
14
|
Northcape Wealth Management
Williamsville,
New York
|
$922K
|
+$182K
|
+8,724
|
+24%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$905K
|
+$295K
|
+14,146
|
+48%
|
|
|
16
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$905K
|
+$295K
|
+14,146
|
+48%
|
|
|
17
|
Congress Wealth Management
Boston,
Massachusetts
|
$772K
|
-$9.28M
|
-444,952
|
-92%
|
|
|
18
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$679K
|
+$192K
|
+9,200
|
+39%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$631K
|
-$81.4K
|
-3,905
|
-11%
|
|
|
20
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$571K
|
+$577K
|
+27,657
|
New
|
|
|
21
|
Advisory Services Network
Atlanta,
Georgia
|
$447K
|
-$8.65K
|
-415
|
-2%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$421K
|
-$178K
|
-8,521
|
-29%
|
|
|
23
|
V Wealth Advisors
Overland Park,
Kansas
|
$393K
|
-$1.1K
|
-53
|
-0.3%
|
|
|
24
|
Financial Guidance Group
Palm Harbor,
Florida
|
$364K
|
–
|
–
|
–
|
|
|
25
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$351K
|
+$25.8K
|
+1,239
|
+8%
|
|
