|
1
|
Williams Jones Wealth Management
New York
|
$8.7M
|
+$5.06M
|
+186,900
|
+122%
|
|
|
2
|
|
$1.78M
|
+$1.45M
|
+53,496
|
+334%
|
|
|
3
|
Advisory Services Network
Atlanta,
Georgia
|
$1.72M
|
+$1.82M
|
+67,194
|
New
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$883K
|
+$935K
|
+34,510
|
New
|
|
|
5
|
Bright Futures Wealth Management
Webster, Ny 14580,
New York
|
$501K
|
+$530K
|
+19,571
|
New
|
|
|
6
|
Insight Advisors
Newtown,
Pennsylvania
|
$462K
|
+$490K
|
+18,075
|
New
|
|
|
7
|
|
$447K
|
+$474K
|
+17,488
|
New
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$401K
|
+$425K
|
+15,687
|
New
|
|
|
9
|
Vienna Asset Management
Saratoga,
California
|
$392K
|
+$416K
|
+15,343
|
New
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$347K
|
+$367K
|
+13,548
|
New
|
|
|
11
|
Advyzon Investment Management
Lisle,
Illinois
|
$262K
|
+$277K
|
+10,223
|
New
|
|
|
12
|
Monetary Management Group
St Louis,
Missouri
|
$256K
|
+$81.3K
|
+3,000
|
+43%
|
|
|
13
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$207K
|
+$219K
|
+8,100
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$182K
|
+$193K
|
+7,125
|
New
|
|
|
15
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$39K
|
–
|
–
|
–
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$25.6K
|
+$27.1K
|
+1,000
|
New
|
|
|
17
|
|
$13K
|
+$13.8K
|
+508
|
New
|
|
|
18
|
Rockefeller Capital Management
New York
|
$12.8K
|
+$13.5K
|
+500
|
New
|
|
|
19
|
High Note Wealth
Deephaven,
Minnesota
|
$10.2K
|
+$10.8K
|
+400
|
New
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
$7.42K
|
+$7.86K
|
+290
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$5.76K
|
+$6.1K
|
+225
|
New
|
|
|
22
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$5.12K
|
+$5.42K
|
+200
|
New
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.76K
|
+$5.04K
|
+186
|
New
|
|
|
24
|
Parallel Advisors
San Francisco,
California
|
$3.84K
|
+$4.06K
|
+150
|
New
|
|
|
25
|
Allworth Financial
Folsom,
California
|
$1.69K
|
+$1.79K
|
+66
|
New
|
|
