|
1
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$54.4M
|
+$2.41M
|
+94,398
|
+5%
|
|
|
2
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.05M
|
+$387K
|
+15,134
|
+15%
|
|
|
3
|
Steward Partners Investment Advisory
New York
|
$1.77M
|
+$1.78M
|
+69,469
|
New
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$1.31M
|
+$1.31M
|
+51,137
|
New
|
|
|
5
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$1.2M
|
+$247K
|
+9,648
|
+26%
|
|
|
6
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$1.08M
|
+$1.08M
|
+42,424
|
New
|
|
|
7
|
Cresset Asset Management
Chicago,
Illinois
|
$973K
|
+$974K
|
+38,102
|
New
|
|
|
8
|
Sunbelt Securities
Houston,
Texas
|
$741K
|
+$743K
|
+29,043
|
New
|
|
|
9
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$634K
|
+$635K
|
+24,846
|
New
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$536K
|
-$140K
|
-5,458
|
-21%
|
|
|
11
|
Napa Wealth Management
Napa,
California
|
$506K
|
-$63.5K
|
-2,483
|
-11%
|
|
|
12
|
Great Lakes Retirement
Sandusky,
Ohio
|
$416K
|
+$416K
|
+16,281
|
New
|
|
|
13
|
|
$408K
|
+$409K
|
+15,996
|
New
|
|
|
14
|
Independent Financial Group
San Diego,
California
|
$215K
|
+$215K
|
+8,429
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$73.7K
|
+$73.7K
|
+2,883
|
New
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$27K
|
+$26.6K
|
+1,040
|
New
|
|
|
17
|
Fortitude Family Office
Scottsdale,
Arizona
|
$15.6K
|
+$15.6K
|
+611
|
New
|
|
|
18
|
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
|
$14.6K
|
+$14.6K
|
+573
|
New
|
|
|
19
|
Park Square Financial Group
Roswell,
Georgia
|
$4.49K
|
+$4.5K
|
+176
|
New
|
|
|
20
|
|
$1.99K
|
+$1.99K
|
+78
|
New
|
|
|
21
|
Capital A Wealth Management
New Castle,
Pennsylvania
|
$204
|
+$205
|
+8
|
New
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$63.5K
|
-2,529
|
Closed
|
|
