|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$67.8M
|
+$595K
|
+7,344
|
+0.9%
|
|
|
2
|
Wealthspire Advisors (New York)
New York
|
$39.5M
|
+$1.12M
|
+13,774
|
+3%
|
|
|
3
|
Rossby Financial
Melbourne,
Florida
|
$33.6M
|
+$2.79M
|
+34,505
|
+10%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$31.4M
|
+$79.2K
|
+978
|
+0.3%
|
|
|
5
|
World Investment Advisors
Santa Barbara,
California
|
$17.5M
|
–
|
–
|
–
|
|
|
6
|
EP Wealth Advisors
Torrance,
California
|
$14.6M
|
+$16.5K
|
+204
|
+0.1%
|
|
|
7
|
|
$12.5M
|
+$4.12M
|
+50,889
|
+53%
|
|
|
8
|
North Berkeley Wealth Management
Berkeley,
California
|
$9.87M
|
+$1.99M
|
+24,543
|
+27%
|
|
|
9
|
D.J. St. Germain
Springfield,
Massachusetts
|
$9.01M
|
+$18.6K
|
+230
|
+0.2%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$8.06M
|
+$798K
|
+9,860
|
+12%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$7.48M
|
-$67.5K
|
-833
|
-0.9%
|
|
|
12
|
Modern Wealth Management
Lenexa,
Kansas
|
$6.85M
|
+$1.61M
|
+19,911
|
+33%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.64M
|
+$6.33M
|
+78,162
|
New
|
|
|
14
|
Tompkins Financial
Ithaca,
New York
|
$5.92M
|
+$5.64M
|
+69,588
|
New
|
|
|
15
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$5.8M
|
-$4.75M
|
-58,659
|
-46%
|
|
|
16
|
MGO One Seven
Beachwood,
Ohio
|
$5.16M
|
-$131K
|
-1,618
|
-3%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.72M
|
+$329K
|
+4,062
|
+8%
|
|
|
18
|
Focus Partners Wealth
Boston,
Massachusetts
|
$4.3M
|
+$1.9M
|
+23,442
|
+86%
|
|
|
19
|
|
$3.85M
|
+$1.03M
|
+12,776
|
+39%
|
|
|
20
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.6M
|
+$49.3K
|
+609
|
+2%
|
|
|
21
|
PFG Investments
Woodbury,
New York
|
$2.26M
|
+$1.71M
|
+21,088
|
+381%
|
|
|
22
|
Evolve Private Wealth
Los Angeles,
California
|
$2.15M
|
-$33.4K
|
-412
|
-2%
|
|
|
23
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$1.9M
|
+$1.81M
|
+22,323
|
New
|
|
|
24
|
WealthGarden F.S.
El Segundo,
California
|
$1.89M
|
+$44.3K
|
+547
|
+3%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$1.72M
|
+$446K
|
+5,508
|
+37%
|
|
