|
1
|
Bensler
Bellevue,
Washington
|
$21.5M
|
+$21.5M
|
+267,016
|
New
|
|
|
2
|
Aprio Wealth Management
Atlanta,
Georgia
|
$10.7M
|
+$1.96M
|
+24,324
|
+22%
|
|
|
3
|
|
$6.57M
|
+$6.57M
|
+81,505
|
New
|
|
|
4
|
|
$5.13M
|
+$2.83M
|
+35,088
|
+123%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$4.26M
|
+$4.26M
|
+52,825
|
New
|
|
|
6
|
|
$3.38M
|
+$3.38M
|
+41,984
|
New
|
|
|
7
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$3.38M
|
+$3.38M
|
+41,954
|
New
|
|
|
8
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$3.37M
|
+$3.37M
|
+41,870
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$3.15M
|
+$552K
|
+6,856
|
+21%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$2.92M
|
+$1.91M
|
+23,743
|
+189%
|
|
|
11
|
|
$2.62M
|
+$2.62M
|
+32,512
|
New
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.33M
|
+$1.33M
|
+16,461
|
New
|
|
|
13
|
|
$1.22M
|
-$200K
|
-2,488
|
-14%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$813K
|
+$320K
|
+3,974
|
+65%
|
|
|
15
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$453K
|
+$453K
|
+5,620
|
New
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$386K
|
+$386K
|
+4,791
|
New
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$374K
|
+$5.64K
|
+70
|
+2%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$361K
|
-$594K
|
-7,377
|
-62%
|
|
|
19
|
Wealthspire Advisors (New York)
New York
|
$336K
|
+$336K
|
+4,168
|
New
|
|
|
20
|
Jones Financial Companies
Des Peres,
Missouri
|
$263K
|
+$111K
|
+1,373
|
+72%
|
|
|
21
|
Howard Capital Management Group
Los Angeles,
California
|
$213K
|
-$28.3K
|
-351
|
-12%
|
|
|
22
|
Manchester Capital Management
Manchester,
Vermont
|
$181K
|
+$44.3K
|
+550
|
+32%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$145K
|
–
|
–
|
–
|
|
|
24
|
EP Wealth Advisors
Torrance,
California
|
$109K
|
–
|
–
|
–
|
|
|
25
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$74.8K
|
+$74.8K
|
+928
|
New
|
|
