|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$809M
|
+$44M
|
+561,020
|
+6%
|
|
|
2
|
Blue Trust Inc
Alpharetta,
Georgia
|
$411M
|
+$3.44M
|
+43,879
|
+0.9%
|
|
|
3
|
Equitable Holdings
New York
|
$121M
|
+$12.5M
|
+159,690
|
+13%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$71.7M
|
+$33.3M
|
+424,222
|
+102%
|
|
|
5
|
|
$65M
|
+$1.03M
|
+13,087
|
+2%
|
|
|
6
|
Shore Point Advisors
Brielle,
New Jersey
|
$44M
|
+$3.49M
|
+44,423
|
+7%
|
|
|
7
|
EP Wealth Advisors
Torrance,
California
|
$33M
|
+$27.4M
|
+348,797
|
+925%
|
|
|
8
|
Nova R Wealth
Overland Park,
Kansas
|
$21.3M
|
+$524K
|
+6,673
|
+3%
|
|
|
9
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$20.2M
|
-$229K
|
-2,919
|
-1%
|
|
|
10
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$17M
|
+$1.38M
|
+17,581
|
+9%
|
|
|
11
|
Cabot Wealth Management
Salem,
Massachusetts
|
$14.7M
|
+$13.5M
|
+172,574
|
New
|
|
|
12
|
Vident Advisory
Alpharetta,
Georgia
|
$14.7M
|
+$299K
|
+3,810
|
+2%
|
|
|
13
|
West Wealth Group
Irvine,
California
|
$12.1M
|
-$3.06M
|
-39,027
|
-22%
|
|
|
14
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$11.7M
|
-$339K
|
-4,322
|
-3%
|
|
|
15
|
Corient Private Wealth
Miami,
Florida
|
$9.34M
|
-$608K
|
-7,750
|
-7%
|
|
|
16
|
Vise Technologies
New York
|
$7.62M
|
+$2.81M
|
+35,831
|
+67%
|
|
|
17
|
Savant Capital
Rockford,
Illinois
|
$6.78M
|
-$44.7K
|
-569
|
-0.7%
|
|
|
18
|
5T Wealth
Napa,
California
|
$6.53M
|
-$5.02K
|
-64
|
-0.1%
|
|
|
19
|
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
$6.21M
|
+$2.17M
|
+27,610
|
+61%
|
|
|
20
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$5.79M
|
+$179K
|
+2,276
|
+3%
|
|
|
21
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5.55M
|
-$1.91M
|
-24,381
|
-27%
|
|
|
22
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$4.93M
|
-$199K
|
-2,539
|
-4%
|
|
|
23
|
Fifth Third Securities
Cincinnati,
Ohio
|
$4.89M
|
-$342K
|
-4,361
|
-7%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$4.57M
|
-$241K
|
-3,067
|
-5%
|
|
|
25
|
Kelly Financial Group
Wethersfield,
Connecticut
|
$4.53M
|
-$72.7K
|
-926
|
-2%
|
|
