|
1
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$121M
|
+$48.6M
|
+809,982
|
+70%
|
|
|
2
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$40.8M
|
-$6.97M
|
-116,106
|
-15%
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
$13.4M
|
–
|
–
|
–
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11.8M
|
+$1.72M
|
+28,640
|
+18%
|
|
|
5
|
Stapp Wealth Management
Olympia,
Washington
|
$8.44M
|
-$91.3K
|
-1,522
|
-1%
|
|
|
6
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$8.36M
|
-$1.16M
|
-19,409
|
-13%
|
|
|
7
|
McGrath & Associates
Asheville,
North Carolina
|
$7.04M
|
+$197K
|
+3,290
|
+3%
|
|
|
8
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$6.57M
|
-$514K
|
-8,561
|
-7%
|
|
|
9
|
Triton Wealth Management
Sun City,
Arizona
|
$5M
|
+$3.44M
|
+57,363
|
+390%
|
|
|
10
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$4.44M
|
+$2.74M
|
+45,635
|
+172%
|
|
|
11
|
Atria Investments
Charlotte,
North Carolina
|
$3.68M
|
+$2.08M
|
+34,745
|
+139%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.66M
|
-$209K
|
-3,485
|
-6%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$3.51M
|
+$2.93M
|
+48,870
|
+599%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$3.36M
|
+$27K
|
+450
|
+0.8%
|
|
|
15
|
Vicus Capital
State College,
Pennsylvania
|
$3.35M
|
-$489K
|
-8,155
|
-13%
|
|
|
16
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$3.22M
|
-$32.3K
|
-539
|
-1%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.17M
|
-$30.1K
|
-501
|
-1%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$2.83M
|
+$2.75M
|
+45,895
|
New
|
|
|
19
|
Fermata Advisors
Sonoma,
California
|
$2.64M
|
+$512K
|
+8,530
|
+25%
|
|
|
20
|
|
$2.25M
|
+$1.63M
|
+27,113
|
+291%
|
|
|
21
|
SFG Wealth Management
Towson,
Maryland
|
$2.07M
|
-$28.6K
|
-476
|
-1%
|
|
|
22
|
Optima Capital
Beaverton,
Oregon
|
$2.06M
|
-$775K
|
-12,919
|
-28%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$1.9M
|
-$9.33M
|
-155,445
|
-83%
|
|
|
24
|
Spinnaker Investment Group
Newport Beach,
California
|
$1.67M
|
+$320K
|
+5,330
|
+24%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$1.6M
|
+$842K
|
+14,029
|
+118%
|
|
