|
1
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$125M
|
+$1.86M
|
+27,375
|
+1%
|
|
|
2
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$39M
|
-$2.87M
|
-42,187
|
-6%
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
$13.5M
|
-$277K
|
-4,081
|
-2%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$13.4M
|
+$1.47M
|
+21,612
|
+11%
|
|
|
5
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$8.13M
|
-$438K
|
-6,454
|
-5%
|
|
|
6
|
McGrath & Associates
Asheville,
North Carolina
|
$7.66M
|
+$510K
|
+7,511
|
+7%
|
|
|
7
|
Stapp Wealth Management
Olympia,
Washington
|
$7.61M
|
-$1.09M
|
-15,990
|
-12%
|
|
|
8
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$7.06M
|
+$7.62M
|
+112,225
|
New
|
|
|
9
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$6.6M
|
+$7.26M
|
+106,838
|
+100%
|
|
|
10
|
Triton Wealth Management
Sun City,
Arizona
|
$6.23M
|
+$1.66M
|
+24,492
|
+34%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$5.19M
|
+$2.49M
|
+36,599
|
+80%
|
|
|
12
|
Fermata Advisors
Sonoma,
California
|
$4.87M
|
+$2.35M
|
+34,605
|
+81%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.67M
|
-$73.4K
|
-1,081
|
-2%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.32M
|
+$96.3K
|
+1,417
|
+3%
|
|
|
15
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$3.29M
|
–
|
–
|
–
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$2.72M
|
-$771K
|
-11,348
|
-21%
|
|
|
17
|
|
$2.29M
|
-$68
|
-1
|
-0%
|
|
|
18
|
Optima Capital
Beaverton,
Oregon
|
$2.14M
|
+$43.8K
|
+645
|
+2%
|
|
|
19
|
SFG Wealth Management
Towson,
Maryland
|
$2.09M
|
-$25.4K
|
-374
|
-1%
|
|
|
20
|
|
$2.04M
|
+$2.2M
|
+32,456
|
New
|
|
|
21
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.9M
|
-$2.84M
|
-41,830
|
-58%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.87M
|
+$2.01M
|
+29,657
|
New
|
|
|
23
|
Aspire Capital Advisors
Seattle,
Washington
|
$1.68M
|
+$83.1K
|
+1,223
|
+5%
|
|
|
24
|
|
$1.67M
|
+$152K
|
+2,232
|
+9%
|
|
|
25
|
Spinnaker Investment Group
Newport Beach,
California
|
$1.41M
|
-$326K
|
-4,798
|
-18%
|
|
