|
1
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$8.25M
|
+$6.42M
|
+248,122
|
+365%
|
|
|
2
|
Keeler Thomas Management
Orem,
Utah
|
$2.44M
|
+$54K
|
+2,086
|
+2%
|
|
|
3
|
Straight Path Wealth Management
Jenison,
Michigan
|
$1.37M
|
+$267K
|
+10,315
|
+24%
|
|
|
4
|
WrapManager Inc
Mill Valley,
California
|
$1.01M
|
-$140K
|
-5,419
|
-12%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$975K
|
+$751K
|
+29,011
|
+348%
|
|
|
6
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$856K
|
+$26.8K
|
+1,034
|
+3%
|
|
|
7
|
|
$828K
|
+$821K
|
+31,721
|
New
|
|
|
8
|
Freestone Capital Holdings
Seattle,
Washington
|
$457K
|
+$452K
|
+17,489
|
New
|
|
|
9
|
Helen Stephens Group
Fort Worth,
Texas
|
$297K
|
+$295K
|
+11,394
|
New
|
|
|
10
|
Kestra Private Wealth Services
Austin,
Texas
|
$255K
|
+$253K
|
+9,764
|
New
|
|
|
11
|
Flow Traders U.S.
New York
|
$225K
|
+$223K
|
+8,625
|
New
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$222K
|
+$92.5K
|
+3,574
|
+72%
|
|
|
13
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$213K
|
-$4.66K
|
-180
|
-2%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$202K
|
+$200K
|
+7,745
|
New
|
|
|
15
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$201K
|
+$199K
|
+7,704
|
New
|
|
|
16
|
Orion Capital Management
Coronado,
California
|
$78.3K
|
+$77.6K
|
+3,000
|
New
|
|
|
17
|
|
$77K
|
+$76.3K
|
+2,949
|
New
|
|
|
18
|
Barrett & Company
Providence,
Rhode Island
|
$46.3K
|
–
|
–
|
–
|
|
|
19
|
Harbour Investments
Madison,
Wisconsin
|
$13.1K
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13K
|
–
|
–
|
–
|
|
|
21
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$4K
|
+$3.93K
|
+152
|
New
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$104
|
+$103
|
+4
|
New
|
|
