|
1
|
Napa Wealth Management
Napa,
California
|
$45.7M
|
+$45.8M
|
+918,515
|
New
|
|
|
2
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$39.1M
|
-$26.6M
|
-534,334
|
-41%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$22.2M
|
+$2.53M
|
+50,780
|
+13%
|
|
|
4
|
Richard P. Slaughter Associates
Austin,
Texas
|
$22.2M
|
+$21.8M
|
+437,240
|
+5,755%
|
|
|
5
|
Gradient Investments
Arden Hills,
Minnesota
|
$20.2M
|
+$314K
|
+6,298
|
+2%
|
|
|
6
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$19.9M
|
-$13.8M
|
-277,486
|
-41%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.3M
|
-$872K
|
-17,502
|
-6%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$6.94M
|
-$3.35M
|
-67,188
|
-33%
|
|
|
9
|
MML Investors Services
Springfield,
Massachusetts
|
$5.86M
|
+$1.49M
|
+29,899
|
+34%
|
|
|
10
|
Worth Asset Management
Dallas,
Texas
|
$4.91M
|
+$2M
|
+40,188
|
+69%
|
|
|
11
|
Atomi Financial Group
New York
|
$4.63M
|
+$733K
|
+14,699
|
+19%
|
|
|
12
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$4.62M
|
+$3.27M
|
+65,640
|
+243%
|
|
|
13
|
WT Wealth Management
Scottsdale,
Arizona
|
$4.55M
|
-$6.66M
|
-133,555
|
-59%
|
|
|
14
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$3.52M
|
-$354K
|
-7,100
|
-9%
|
|
|
15
|
Gainplan
Bloomfield Hills,
Michigan
|
$3.37M
|
–
|
–
|
–
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$3.36M
|
+$3.36M
|
+67,479
|
New
|
|
|
17
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$3.04M
|
+$83.6K
|
+1,677
|
+3%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$2.63M
|
+$296K
|
+5,943
|
+13%
|
|
|
19
|
Latitude Advisors
Vero Beach,
Florida
|
$2.36M
|
-$293K
|
-5,872
|
-11%
|
|
|
20
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$2.21M
|
+$586K
|
+11,760
|
+36%
|
|
|
21
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.12M
|
+$2.12M
|
+42,506
|
New
|
|
|
22
|
Cannon Advisors
Charlotte,
North Carolina
|
$1.82M
|
+$1.82M
|
+36,597
|
New
|
|
|
23
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.63M
|
-$25.8K
|
-518
|
-2%
|
|
|
24
|
Madison Wealth Partners
Madison,
Wisconsin
|
$1.59M
|
-$266K
|
-5,337
|
-14%
|
|
|
25
|
|
$1.34M
|
+$995K
|
+19,967
|
+291%
|
|
