|
1
|
Atwood & Palmer
Kansas City,
Missouri
|
$14.6M
|
+$129K
|
+2,736
|
+0.9%
|
|
|
2
|
Financial Enhancement Group
Anderson,
Indiana
|
$10.7M
|
-$324K
|
-6,856
|
-3%
|
|
|
3
|
Adams Wealth Management
Logan,
Utah
|
$8.9M
|
+$3.35M
|
+70,920
|
+62%
|
|
|
4
|
Destiny Wealth Partners
Tavares,
Florida
|
$8.44M
|
+$8.3M
|
+175,553
|
New
|
|
|
5
|
EPIQ Partners
Minneapolis,
Minnesota
|
$6.9M
|
+$232K
|
+4,898
|
+4%
|
|
|
6
|
Kestra Advisory Services
Austin,
Texas
|
$5.25M
|
+$667K
|
+14,106
|
+15%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$3.91M
|
+$3.51M
|
+74,272
|
+1,026%
|
|
|
8
|
Black Swift Group
Boulder,
Colorado
|
$3.35M
|
-$168K
|
-3,550
|
-5%
|
|
|
9
|
Inspire Advisors
Meridian,
Idaho
|
$3.03M
|
-$1.24M
|
-26,259
|
-29%
|
|
|
10
|
|
$2.9M
|
+$2.25M
|
+47,468
|
+364%
|
|
|
11
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$2.29M
|
-$1.41M
|
-29,853
|
-38%
|
|
|
12
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$1.73M
|
+$1.7M
|
+36,031
|
New
|
|
|
13
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$1.54M
|
+$603K
|
+12,741
|
+66%
|
|
|
14
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$1.53M
|
+$904K
|
+19,110
|
+150%
|
|
|
15
|
Bison Wealth
Atlanta,
Georgia
|
$1.07M
|
+$19.5K
|
+413
|
+2%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$931K
|
+$919K
|
+19,421
|
New
|
|
|
17
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$686K
|
+$677K
|
+14,308
|
New
|
|
|
18
|
NewEdge Advisors
New Orleans,
Louisiana
|
$677K
|
-$236K
|
-4,995
|
-26%
|
|
|
19
|
WealthSource Partners
San Luis Obispo,
California
|
$669K
|
+$660K
|
+13,954
|
New
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$551K
|
+$246K
|
+5,205
|
+83%
|
|
|
21
|
Employees Retirement System of Texas
Austin,
Texas
|
$480K
|
–
|
–
|
–
|
|
|
22
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$385K
|
-$317K
|
-6,700
|
-46%
|
|
|
23
|
BTS Asset Management
Lincoln,
Massachusetts
|
$327K
|
+$322K
|
+6,810
|
New
|
|
|
24
|
Hall Capital Management
Barrington,
Rhode Island
|
$210K
|
-$2.82M
|
-59,695
|
-93%
|
|
|
25
|
Glassman Wealth Services
Vienna,
Virginia
|
$39.9K
|
-$45.1K
|
-953
|
-53%
|
|
