|
1
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$14M
|
+$6.49M
|
+244,339
|
+88%
|
|
|
2
|
Michael S. Ryan Inc
Latham,
New York
|
$5.12M
|
+$36.8K
|
+1,386
|
+0.7%
|
|
|
3
|
Keeler Thomas Management
Orem,
Utah
|
$2.43M
|
+$55.5K
|
+2,091
|
+2%
|
|
|
4
|
|
$2M
|
+$881K
|
+33,153
|
+80%
|
|
|
5
|
Straight Path Wealth Management
Jenison,
Michigan
|
$1.72M
|
+$339K
|
+12,764
|
+25%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.7M
|
+$532K
|
+20,033
|
+46%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.46M
|
+$11.1K
|
+418
|
+0.8%
|
|
|
8
|
|
$1.34M
|
+$50.8K
|
+1,913
|
+4%
|
|
|
9
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.02M
|
+$83.9K
|
+3,158
|
+9%
|
|
|
10
|
WrapManager Inc
Mill Valley,
California
|
$1.01M
|
-$155K
|
-5,852
|
-13%
|
|
|
11
|
|
$805K
|
-$505
|
-19
|
-0.1%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$706K
|
+$786K
|
+29,604
|
New
|
|
|
13
|
LPL Financial
San Diego,
California
|
$571K
|
+$133K
|
+5,003
|
+31%
|
|
|
14
|
Freestone Capital Holdings
Seattle,
Washington
|
$457K
|
+$453K
|
+17,035
|
New
|
|
|
15
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$361K
|
+$5.53K
|
+208
|
+2%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$350K
|
-$55.4K
|
-2,087
|
-14%
|
|
|
17
|
Helen Stephens Group
Fort Worth,
Texas
|
$298K
|
+$295K
|
+11,105
|
New
|
|
|
18
|
Kestra Private Wealth Services
Austin,
Texas
|
$262K
|
+$259K
|
+9,765
|
New
|
|
|
19
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$200K
|
+$199K
|
+7,475
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$143K
|
–
|
–
|
–
|
|
|
21
|
Orion Capital Management
Coronado,
California
|
$80.4K
|
+$79.7K
|
+3,000
|
New
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$71.3K
|
–
|
–
|
–
|
|
|
23
|
Global Retirement Partners
San Rafael,
California
|
$53.6K
|
–
|
–
|
–
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$52.8K
|
+$3.64K
|
+137
|
+7%
|
|
|
25
|
Barrett & Company
Providence,
Rhode Island
|
$46.6K
|
–
|
–
|
–
|
|
