|
1
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$17.2M
|
+$4.62M
|
+180,024
|
+37%
|
|
|
2
|
|
$4.34M
|
+$4.32M
|
+168,374
|
New
|
|
|
3
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.07M
|
+$676K
|
+26,305
|
+49%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.94M
|
+$434K
|
+16,912
|
+29%
|
|
|
5
|
First Western Trust Bank
Denver,
Colorado
|
$1.69M
|
+$1.19M
|
+46,286
|
+242%
|
|
|
6
|
Straight Path Wealth Management
Jenison,
Michigan
|
$1.68M
|
+$12.3K
|
+479
|
+0.7%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1.05M
|
+$88.9K
|
+3,460
|
+9%
|
|
|
8
|
WrapManager Inc
Mill Valley,
California
|
$735K
|
-$86.1K
|
-3,352
|
-11%
|
|
|
9
|
Bullock Wealth Management
Bloomington,
Indiana
|
$685K
|
+$688K
|
+26,773
|
New
|
|
|
10
|
|
$548K
|
-$27.2K
|
-1,061
|
-5%
|
|
|
11
|
Focused Alpha LLC
Denver,
Colorado
|
$458K
|
+$7.86K
|
+306
|
+2%
|
|
|
12
|
Lido Advisors
Los Angeles,
California
|
$432K
|
+$431K
|
+16,780
|
New
|
|
|
13
|
Kestra Private Wealth Services
Austin,
Texas
|
$432K
|
+$103K
|
+4,017
|
+31%
|
|
|
14
|
Keeler Thomas Management
Orem,
Utah
|
$344K
|
-$641K
|
-24,968
|
-65%
|
|
|
15
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$310K
|
–
|
–
|
–
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$304K
|
+$61.6K
|
+2,400
|
+26%
|
|
|
17
|
Helen Stephens Group
Fort Worth,
Texas
|
$299K
|
–
|
–
|
–
|
|
|
18
|
Segment Wealth Management
Houston,
Texas
|
$266K
|
+$30.6K
|
+1,190
|
+13%
|
|
|
19
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$263K
|
+$13.4K
|
+521
|
+5%
|
|
|
20
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$259K
|
–
|
–
|
–
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$136K
|
–
|
–
|
–
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$94.7K
|
+$8.35K
|
+325
|
+10%
|
|
|
23
|
CNB Bank
Clearfield,
Pennsylvania
|
$87.6K
|
+$4.11K
|
+160
|
+5%
|
|
|
24
|
Orion Capital Management
Coronado,
California
|
$77.3K
|
–
|
–
|
–
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$68K
|
–
|
–
|
–
|
|
