|
1
|
Beacon Pointe Advisors
Newport Beach,
California
|
$64.3M
|
+$65.3M
|
+1,571,911
|
New
|
|
|
2
|
Coldstream Capital Management
Bellevue,
Washington
|
$25.1M
|
-$235K
|
-5,658
|
-0.9%
|
|
|
3
|
Carroll Advisory Group
Texarkana,
Texas
|
$22.6M
|
+$1.59M
|
+38,329
|
+7%
|
|
|
4
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$17.2M
|
-$575K
|
-13,857
|
-3%
|
|
|
5
|
Scotia Capital
Toronto,
Ontario, Canada
|
$14.7M
|
-$1.44M
|
-34,620
|
-9%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.2M
|
-$753K
|
-18,127
|
-5%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$10.4M
|
-$285K
|
-6,868
|
-3%
|
|
|
8
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$7.71M
|
+$7.83M
|
+188,550
|
New
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$6.14M
|
+$214K
|
+5,150
|
+4%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$4.93M
|
+$1.96M
|
+47,180
|
+64%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$4.41M
|
+$902K
|
+21,727
|
+25%
|
|
|
12
|
Pacific Financial Group
Bellevue,
Washington
|
$2.68M
|
+$2.72M
|
+65,624
|
New
|
|
|
13
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$2.57M
|
+$2.6M
|
+62,731
|
New
|
|
|
14
|
Equitable Holdings
New York
|
$2.49M
|
+$19.9K
|
+480
|
+0.8%
|
|
|
15
|
Concurrent Investment Advisors
Tampa,
Florida
|
$2.46M
|
+$213K
|
+5,123
|
+9%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$2.29M
|
+$261K
|
+6,278
|
+13%
|
|
|
17
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.2M
|
-$148K
|
-3,568
|
-6%
|
|
|
18
|
Nova Wealth Management
Bonita Springs,
Florida
|
$1.85M
|
+$1.3M
|
+31,215
|
+223%
|
|
|
19
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.32M
|
-$7.93K
|
-191
|
-0.6%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.27M
|
+$1.05M
|
+25,288
|
+440%
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$866K
|
-$835K
|
-20,104
|
-49%
|
|
|
22
|
Belpointe Asset Management
Reno,
Nevada
|
$826K
|
+$839K
|
+20,207
|
New
|
|
|
23
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$718K
|
-$922K
|
-22,208
|
-56%
|
|
|
24
|
Clearstead Advisors
Cleveland,
Ohio
|
$617K
|
+$627K
|
+15,091
|
New
|
|
|
25
|
Focus Partners Wealth
Boston,
Massachusetts
|
$567K
|
–
|
–
|
–
|
|
