|
1
|
Stifel Financial
St. Louis,
Missouri
|
$189M
|
+$87.9M
|
+866,869
|
+90%
|
|
|
2
|
Henshaw Capital
Woburn,
Massachusetts
|
$79.7M
|
–
|
–
|
–
|
|
|
3
|
|
$55.5M
|
+$4.12M
|
+40,568
|
+8%
|
|
|
4
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$53.1M
|
+$52.3M
|
+515,260
|
New
|
|
|
5
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$46.1M
|
+$28.3M
|
+279,294
|
+67%
|
|
|
6
|
|
$38.6M
|
-$3.69M
|
-36,377
|
-9%
|
|
|
7
|
|
$37.1M
|
+$3.64M
|
+35,868
|
+11%
|
|
|
8
|
Strategic Financial Services
Utica,
New York
|
$36.1M
|
+$1.04M
|
+10,229
|
+3%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$34.1M
|
-$2.2M
|
-21,650
|
-6%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$33.1M
|
-$22.2M
|
-219,194
|
-41%
|
|
|
11
|
D.A. Davidson & Co
Great Falls,
Montana
|
$32M
|
-$304K
|
-2,999
|
-1%
|
|
|
12
|
|
$28.1M
|
-$42.5M
|
-419,081
|
-61%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$25M
|
-$1.11M
|
-10,941
|
-4%
|
|
|
14
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$24.8M
|
-$14.9M
|
-147,123
|
-38%
|
|
|
15
|
Davidson Investment Advisors
Great Falls,
Montana
|
$23M
|
+$2.6M
|
+25,633
|
+13%
|
|
|
16
|
Private Advisory Group
Redmond,
Washington
|
$21.3M
|
+$242K
|
+2,384
|
+1%
|
|
|
17
|
Principal Street Partners
Memphis,
Tennessee
|
$21.2M
|
-$10.5M
|
-103,740
|
-33%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$19.2M
|
+$2.92M
|
+28,811
|
+18%
|
|
|
19
|
Crews Bank & Trust
Wauchula,
Florida
|
$15.6M
|
-$1.14M
|
-11,190
|
-7%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$13.3M
|
+$1.74M
|
+17,114
|
+15%
|
|
|
21
|
Ironwood Financial
Tucson,
Arizona
|
$13.3M
|
+$993K
|
+9,791
|
+8%
|
|
|
22
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$10.3M
|
-$649K
|
-6,400
|
-6%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$9.33M
|
-$1.37M
|
-13,482
|
-13%
|
|
|
24
|
Swisher Financial Concepts
Westerville,
Ohio
|
$8.3M
|
+$1.14M
|
+11,240
|
+16%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.78M
|
-$2M
|
-19,680
|
-21%
|
|
