|
1
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$160M
|
+$148M
|
+3,393,983
|
New
|
|
|
2
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$31.5M
|
+$29.1M
|
+666,906
|
New
|
|
|
3
|
Churchill Management
Los Angeles,
California
|
$10.3M
|
+$9.54M
|
+218,257
|
New
|
|
|
4
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$7.75M
|
-$370K
|
-8,465
|
-5%
|
|
|
5
|
Stapp Wealth Management
Olympia,
Washington
|
$6.48M
|
+$6M
|
+137,378
|
New
|
|
|
6
|
McGrath & Associates
Asheville,
North Carolina
|
$4.79M
|
+$959K
|
+21,950
|
+28%
|
|
|
7
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$4.29M
|
-$4.92M
|
-112,631
|
-55%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$4.19M
|
+$2.82M
|
+64,570
|
+266%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.52M
|
+$564K
|
+12,894
|
+21%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.42M
|
+$736K
|
+16,845
|
+49%
|
|
|
11
|
|
$1.66M
|
+$1.54M
|
+35,216
|
New
|
|
|
12
|
Fermata Advisors
Sonoma,
California
|
$1.62M
|
+$699K
|
+16,002
|
+87%
|
|
|
13
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$1.1M
|
-$61.5K
|
-1,407
|
-6%
|
|
|
14
|
Worth Asset Management
Dallas,
Texas
|
$907K
|
-$128K
|
-2,927
|
-13%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$770K
|
-$14.9K
|
-342
|
-2%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$741K
|
-$510K
|
-11,663
|
-43%
|
|
|
17
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$722K
|
+$669K
|
+15,301
|
New
|
|
|
18
|
Atria Investments
Charlotte,
North Carolina
|
$715K
|
+$662K
|
+15,151
|
New
|
|
|
19
|
M Wealth Management LLC
San Diego,
California
|
$701K
|
–
|
–
|
–
|
|
|
20
|
Brown Advisory
Baltimore,
Maryland
|
$581K
|
–
|
–
|
–
|
|
|
21
|
Elm3 Financial Group
Alpharetta,
Georgia
|
$513K
|
+$251K
|
+5,737
|
+112%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$254K
|
+$235K
|
+5,387
|
New
|
|
|
23
|
Avion Wealth
The Woodlands,
Texas
|
$151K
|
+$140K
|
+3,209
|
New
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$149K
|
+$44.7K
|
+1,022
|
+48%
|
|
|
25
|
NewEdge Advisors
New Orleans,
Louisiana
|
$17.2K
|
-$70.4K
|
-1,612
|
-82%
|
|
