|
1
|
Main Street Research
Lakeville,
Connecticut
|
$87.8M
|
+$3.04M
|
+68,729
|
+4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$33.5M
|
+$2.77M
|
+62,617
|
+9%
|
|
|
3
|
Evolve Private Wealth
Los Angeles,
California
|
$29.8M
|
+$1.79M
|
+40,508
|
+6%
|
|
|
4
|
Larson Financial Group
St Louis,
Missouri
|
$21.6M
|
+$5.15M
|
+116,540
|
+30%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$17.3M
|
-$345K
|
-7,801
|
-2%
|
|
|
6
|
TRB Wealth Management
Houston,
Texas
|
$17.2M
|
+$669K
|
+15,127
|
+4%
|
|
|
7
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$12M
|
+$701K
|
+15,841
|
+6%
|
|
|
8
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$11.9M
|
+$31.9K
|
+722
|
+0.3%
|
|
|
9
|
Modern Wealth Management
Lenexa,
Kansas
|
$11.8M
|
-$467K
|
-10,556
|
-4%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$11.1M
|
-$43.9K
|
-993
|
-0.4%
|
|
|
11
|
Financial Strategies Group
Okemos,
Michigan
|
$10.1M
|
+$380K
|
+8,587
|
+4%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$10M
|
+$2.3M
|
+52,066
|
+29%
|
|
|
13
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$8.97M
|
+$2.7M
|
+61,087
|
+42%
|
|
|
14
|
Courier Capital
Buffalo,
New York
|
$8.26M
|
+$441K
|
+9,979
|
+6%
|
|
|
15
|
Eagle Strategies
New York
|
$7.8M
|
-$71.9K
|
-1,626
|
-0.9%
|
|
|
16
|
SouthState Corp
Winter Haven,
Florida
|
$7.69M
|
+$632K
|
+14,299
|
+9%
|
|
|
17
|
Focus Financial Network
Minneapolis,
Minnesota
|
$7.12M
|
+$6.7M
|
+151,432
|
+1,171%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$6.91M
|
+$745K
|
+16,847
|
+12%
|
|
|
19
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$6.44M
|
-$447K
|
-10,101
|
-6%
|
|
|
20
|
Beacon Pointe Advisors
Newport Beach,
California
|
$6.29M
|
-$142K
|
-3,205
|
-2%
|
|
|
21
|
|
$5.67M
|
-$84K
|
-1,900
|
-1%
|
|
|
22
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$5.51M
|
-$76.6K
|
-1,732
|
-1%
|
|
|
23
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$5.25M
|
+$10.7K
|
+243
|
+0.2%
|
|
|
24
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$4.95M
|
-$1.14M
|
-25,872
|
-18%
|
|
|
25
|
Williams & Novak
Westlake Village,
California
|
$4.77M
|
+$2.29M
|
+51,830
|
+89%
|
|
