|
1
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$12.4M
|
+$1.61M
|
+62,473
|
+15%
|
|
|
2
|
Straight Path Wealth Management
Jenison,
Michigan
|
$1.65M
|
+$75.9K
|
+2,942
|
+5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$1.49M
|
+$1.26M
|
+48,886
|
+511%
|
|
|
4
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.37M
|
+$199K
|
+7,723
|
+17%
|
|
|
5
|
Keeler Thomas Management
Orem,
Utah
|
$975K
|
-$1.53M
|
-59,152
|
-61%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$950K
|
-$26.3K
|
-1,020
|
-3%
|
|
|
7
|
WrapManager Inc
Mill Valley,
California
|
$811K
|
-$3.07K
|
-119
|
-0.4%
|
|
|
8
|
|
$731K
|
-$1.02M
|
-39,575
|
-58%
|
|
|
9
|
|
$568K
|
+$297K
|
+11,492
|
+106%
|
|
|
10
|
First Western Trust Bank
Denver,
Colorado
|
$487K
|
+$494K
|
+19,143
|
New
|
|
|
11
|
Focused Alpha LLC
Denver,
Colorado
|
$445K
|
+$103K
|
+3,987
|
+30%
|
|
|
12
|
Kestra Private Wealth Services
Austin,
Texas
|
$325K
|
+$19.5K
|
+755
|
+6%
|
|
|
13
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$306K
|
+$2.71K
|
+105
|
+0.9%
|
|
|
14
|
Helen Stephens Group
Fort Worth,
Texas
|
$295K
|
–
|
–
|
–
|
|
|
15
|
Freestone Capital Holdings
Seattle,
Washington
|
$264K
|
-$216K
|
-8,351
|
-45%
|
|
|
16
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$256K
|
–
|
–
|
–
|
|
|
17
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$247K
|
+$28.5K
|
+1,106
|
+13%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$239K
|
+$11.1K
|
+432
|
+5%
|
|
|
19
|
Segment Wealth Management
Houston,
Texas
|
$233K
|
+$236K
|
+9,150
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$135K
|
-$4.67K
|
-181
|
-3%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$85.2K
|
+$45.3K
|
+1,757
|
+110%
|
|
|
22
|
CNB Bank
Clearfield,
Pennsylvania
|
$82.5K
|
-$387
|
-15
|
-0.5%
|
|
|
23
|
Orion Capital Management
Coronado,
California
|
$76.3K
|
–
|
–
|
–
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$67.1K
|
+$68.1K
|
+2,638
|
New
|
|
|
25
|
Golden State Equity Partners
South Coast Metro,
California
|
$64.9K
|
+$65.8K
|
+2,550
|
New
|
|
