|
1
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$27.5M
|
+$17.9M
|
+577,393
|
+166%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$24.7M
|
+$25.8M
|
+833,545
|
New
|
|
|
3
|
Intellus Advisors
Naples,
Florida
|
$23.1M
|
+$12.8M
|
+412,532
|
+113%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.9M
|
+$3.59M
|
+115,845
|
+21%
|
|
|
5
|
Frederick Financial Consultants
Frederick,
Maryland
|
$10.9M
|
+$11.4M
|
+367,839
|
New
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$10.9M
|
+$463K
|
+14,966
|
+4%
|
|
|
7
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$10.2M
|
+$10.6M
|
+341,598
|
New
|
|
|
8
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$7.97M
|
+$8.31M
|
+268,441
|
New
|
|
|
9
|
Lifestyle Asset Management
Friendswood,
Texas
|
$6.46M
|
+$5.47M
|
+176,640
|
+430%
|
|
|
10
|
Financial Concepts Unlimited
Centreville,
Maine
|
$5.97M
|
+$6.22M
|
+200,955
|
New
|
|
|
11
|
MML Investors Services
Springfield,
Massachusetts
|
$5.9M
|
+$1.68M
|
+54,161
|
+37%
|
|
|
12
|
&Partners
Nashville,
Tennessee
|
$3.67M
|
+$1.18M
|
+38,250
|
+45%
|
|
|
13
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$1.75M
|
+$606K
|
+19,572
|
+50%
|
|
|
14
|
Cedrus Wealth Group LLC
Andover,
Minnesota
|
$1.65M
|
+$147K
|
+4,745
|
+9%
|
|
|
15
|
Argent Trust Co
Nashville,
Tennessee
|
$1.49M
|
+$755K
|
+24,372
|
+94%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.25M
|
+$350K
|
+11,286
|
+37%
|
|
|
17
|
Intrua Financial
Houston,
Texas
|
$1.09M
|
+$1.13M
|
+36,627
|
New
|
|
|
18
|
Kestra Private Wealth Services
Austin,
Texas
|
$947K
|
+$360K
|
+11,632
|
+57%
|
|
|
19
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$943K
|
+$984K
|
+31,763
|
New
|
|
|
20
|
Towerpoint Wealth
Sacramento,
California
|
$903K
|
+$154K
|
+4,964
|
+19%
|
|
|
21
|
Essex Financial Services
Essex,
Connecticut
|
$814K
|
+$50K
|
+1,615
|
+6%
|
|
|
22
|
Hancock Whitney
Gulfport,
Mississippi
|
$747K
|
+$190K
|
+6,124
|
+38%
|
|
|
23
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$733K
|
+$765K
|
+24,692
|
New
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$674K
|
+$163K
|
+5,260
|
+30%
|
|
|
25
|
Americana Partners
Houston,
Texas
|
$673K
|
+$702K
|
+22,675
|
New
|
|
