|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$57.4M
|
+$2.54M
|
+33,738
|
+4%
|
|
|
2
|
Wealthspire Advisors (New York)
New York
|
$32.8M
|
+$377K
|
+5,009
|
+1%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$26.8M
|
-$36.3K
|
-483
|
-0.1%
|
|
|
4
|
Rossby Financial
Melbourne,
Florida
|
$26.7M
|
+$3.8M
|
+50,598
|
+16%
|
|
|
5
|
World Investment Advisors
Santa Barbara,
California
|
$17.5M
|
+$417K
|
+5,541
|
+2%
|
|
|
6
|
|
$14.5M
|
+$10.4M
|
+137,989
|
+223%
|
|
|
7
|
EP Wealth Advisors
Torrance,
California
|
$12.4M
|
+$10.1M
|
+134,942
|
+374%
|
|
|
8
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$9.22M
|
+$5.14M
|
+68,398
|
+117%
|
|
|
9
|
D.J. St. Germain
Springfield,
Massachusetts
|
$7.69M
|
+$133K
|
+1,771
|
+2%
|
|
|
10
|
|
$6.96M
|
+$5.43M
|
+72,190
|
+307%
|
|
|
11
|
North Berkeley Wealth Management
Berkeley,
California
|
$6.65M
|
+$3.77M
|
+50,178
|
+121%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$6.46M
|
-$2.32M
|
-30,829
|
-26%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$6.18M
|
+$2.98M
|
+39,644
|
+87%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$5.51M
|
+$4.93M
|
+65,616
|
+645%
|
|
|
15
|
MGO One Seven
Beachwood,
Ohio
|
$4.53M
|
-$144K
|
-1,915
|
-3%
|
|
|
16
|
Modern Wealth Management
Lenexa,
Kansas
|
$4.49M
|
+$1.96M
|
+26,102
|
+75%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.74M
|
+$549K
|
+7,298
|
+17%
|
|
|
18
|
|
$2.56M
|
+$2.45M
|
+32,532
|
New
|
|
|
19
|
Financial Insights
Tacoma,
Washington
|
$2.34M
|
+$16.3K
|
+217
|
+0.7%
|
|
|
20
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.18M
|
+$2.25M
|
+29,959
|
New
|
|
|
21
|
Strategic Financial Planning
Plano,
Texas
|
$2.05M
|
+$4.97M
|
+66,143
|
New
|
|
|
22
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.98M
|
+$938K
|
+12,480
|
+85%
|
|
|
23
|
Evolve Private Wealth
Los Angeles,
California
|
$1.87M
|
+$6.17K
|
+82
|
+0.3%
|
|
|
24
|
WealthGarden F.S.
El Segundo,
California
|
$1.58M
|
+$104K
|
+1,383
|
+7%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.5M
|
+$253K
|
+3,371
|
+20%
|
|
