|
1
|
Stone Point Capital
Greenwich,
Connecticut
|
$51.7M
|
–
|
–
|
–
|
|
|
2
|
Legacy Investment Solutions
Meridian,
Idaho
|
$7.58M
|
+$7.91M
|
+843,716
|
+20,306%
|
|
|
3
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$7.58M
|
+$7.91M
|
+843,716
|
+20,306%
|
|
|
4
|
PFG Investments
Woodbury,
New York
|
$5.5M
|
+$618K
|
+65,893
|
+12%
|
|
|
5
|
Wedbush Securities
Los Angeles,
California
|
$5.04M
|
+$772K
|
+82,367
|
+17%
|
|
|
6
|
|
$3.98M
|
-$340K
|
-36,290
|
-7%
|
|
|
7
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$2.97M
|
-$1.08M
|
-115,644
|
-26%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.19M
|
+$756K
|
+80,616
|
+48%
|
|
|
9
|
Independent Financial Group
San Diego,
California
|
$2.16M
|
+$54.2K
|
+5,788
|
+2%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$2.04M
|
+$2.15M
|
+229,468
|
New
|
|
|
11
|
Freestone Capital Holdings
Seattle,
Washington
|
$1.97M
|
+$431K
|
+46,006
|
+26%
|
|
|
12
|
Bard Associates
Chicago,
Illinois
|
$1.84M
|
-$167K
|
-17,836
|
-8%
|
|
|
13
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$1.83M
|
+$769K
|
+82,061
|
+66%
|
|
|
14
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$1.7M
|
+$1.79M
|
+191,039
|
New
|
|
|
15
|
Virtus ETF Advisers
New York
|
$1.62M
|
+$515K
|
+54,903
|
+43%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$1.43M
|
+$1.38M
|
+147,685
|
+1,127%
|
|
|
17
|
TrueMark Investments
Chicago,
Illinois
|
$1.4M
|
-$1.39M
|
-147,984
|
-48%
|
|
|
18
|
|
$1.37M
|
+$1.45M
|
+154,307
|
New
|
|
|
19
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.35M
|
+$394K
|
+42,035
|
+38%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$1.11M
|
+$1.5K
|
+160
|
+0.1%
|
|
|
21
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$1.09M
|
-$514K
|
-54,856
|
-31%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$1.06M
|
+$752K
|
+80,252
|
+207%
|
|
|
23
|
Triumph Capital Management
Denver,
Colorado
|
$972K
|
-$356K
|
-38,038
|
-26%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$921K
|
+$15.6K
|
+1,666
|
+2%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$862K
|
+$185K
|
+19,730
|
+25%
|
|
