|
1
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$10.9M
|
+$2.77M
|
+107,074
|
+34%
|
|
|
2
|
Keeler Thomas Management
Orem,
Utah
|
$2.52M
|
+$98.5K
|
+3,810
|
+4%
|
|
|
3
|
|
$1.77M
|
+$946K
|
+36,588
|
+115%
|
|
|
4
|
Straight Path Wealth Management
Jenison,
Michigan
|
$1.6M
|
+$243K
|
+9,382
|
+18%
|
|
|
5
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.2M
|
+$348K
|
+13,446
|
+41%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$992K
|
+$26.2K
|
+1,012
|
+3%
|
|
|
7
|
WrapManager Inc
Mill Valley,
California
|
$827K
|
-$177K
|
-6,842
|
-18%
|
|
|
8
|
Freestone Capital Holdings
Seattle,
Washington
|
$484K
|
+$32.4K
|
+1,252
|
+7%
|
|
|
9
|
Focused Alpha LLC
Denver,
Colorado
|
$349K
|
+$349K
|
+13,487
|
New
|
|
|
10
|
Kestra Private Wealth Services
Austin,
Texas
|
$310K
|
+$58K
|
+2,242
|
+23%
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$308K
|
+$96.9K
|
+3,750
|
+46%
|
|
|
12
|
Helen Stephens Group
Fort Worth,
Texas
|
$299K
|
+$4.96K
|
+192
|
+2%
|
|
|
13
|
|
$280K
|
+$204K
|
+7,880
|
+267%
|
|
|
14
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$260K
|
+$61.1K
|
+2,363
|
+31%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$247K
|
+$47.2K
|
+1,825
|
+24%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$232K
|
+$12K
|
+465
|
+5%
|
|
|
17
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$222K
|
+$222K
|
+8,587
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$142K
|
+$129K
|
+5,002
|
+1,029%
|
|
|
19
|
CNB Bank
Clearfield,
Pennsylvania
|
$84.1K
|
+$84.1K
|
+3,255
|
New
|
|
|
20
|
Orion Capital Management
Coronado,
California
|
$77.5K
|
–
|
–
|
–
|
|
|
21
|
Barrett & Company
Providence,
Rhode Island
|
$64K
|
+$18.1K
|
+700
|
+39%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$41.2K
|
+$41.2K
|
+1,592
|
New
|
|
|
23
|
Bogart Wealth LLC
Mclean,
Virginia
|
$14.9K
|
+$14.9K
|
+578
|
New
|
|
|
24
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$7.02K
|
+$6.98K
|
+270
|
New
|
|
|
25
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$4K
|
+$78
|
+3
|
+2%
|
|
