|
1
|
Tectonic Advisors
Frisco,
Texas
|
$69.4M
|
+$1.96M
|
+78,990
|
+3%
|
|
|
2
|
Cambridge Associates
Boston,
Massachusetts
|
$22.2M
|
–
|
–
|
–
|
|
|
3
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$20.7M
|
+$17.4M
|
+701,648
|
+524%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$9.16M
|
+$9.23M
|
+372,963
|
New
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.37M
|
+$1.7M
|
+68,617
|
+25%
|
|
|
6
|
Evoke Wealth
Los Angeles,
California
|
$2.78M
|
+$2.78M
|
+112,259
|
New
|
|
|
7
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$2.5M
|
+$2.52M
|
+101,998
|
New
|
|
|
8
|
Waverly Advisors
Birmingham,
Alabama
|
$2.33M
|
+$2.35M
|
+94,989
|
New
|
|
|
9
|
IFP Advisors
Tampa,
Florida
|
$2.06M
|
+$2.06M
|
+83,039
|
+8,321%
|
|
|
10
|
Essex Financial Services
Essex,
Connecticut
|
$1.49M
|
+$1.16M
|
+46,892
|
+341%
|
|
|
11
|
Opal Wealth Advisors
Jericho,
New York
|
$844K
|
+$852K
|
+34,398
|
New
|
|
|
12
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$730K
|
+$18.6K
|
+750
|
+3%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$673K
|
+$110K
|
+4,440
|
+19%
|
|
|
14
|
Elyxium Wealth
San Mateo,
California
|
$342K
|
+$345K
|
+13,921
|
New
|
|
|
15
|
TPG Advisors
Northfield,
Illinois
|
$290K
|
+$68.8K
|
+2,781
|
+31%
|
|
|
16
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$257K
|
-$2.74M
|
-110,532
|
-91%
|
|
|
17
|
Axxcess Wealth Management
Carlsbad,
California
|
$238K
|
-$4.63M
|
-187,214
|
-95%
|
|
|
18
|
|
$225K
|
+$227K
|
+9,185
|
New
|
|
|
19
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$216K
|
+$218K
|
+8,800
|
New
|
|
|
20
|
CWC Advisors
Lake Oswego,
Oregon
|
$211K
|
+$213K
|
+8,597
|
New
|
|
|
21
|
Prostatis Group
Hanover,
Maryland
|
$203K
|
+$204K
|
+8,250
|
New
|
|
|
22
|
Steward Partners Investment Advisory
New York
|
$190K
|
+$98.3K
|
+3,971
|
+105%
|
|
|
23
|
Litman Gregory Wealth Management
Larkspur,
California
|
$17.2K
|
+$17.3K
|
+700
|
New
|
|
|
24
|
Principal Securities
Des Moines,
Iowa
|
–
|
-$3.46M
|
-136,859
|
Closed
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$2.37M
|
-94,051
|
Closed
|
|
