|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$805M
|
+$19.8M
|
+301,812
|
+3%
|
|
|
2
|
Blue Trust Inc
Alpharetta,
Georgia
|
$291M
|
-$599K
|
-9,150
|
-0.2%
|
|
|
3
|
Equitable Holdings
New York
|
$67.7M
|
+$4.83M
|
+73,748
|
+8%
|
|
|
4
|
|
$36M
|
-$13.8M
|
-210,042
|
-28%
|
|
|
5
|
Shore Point Advisors
Brielle,
New Jersey
|
$33.7M
|
-$85.5K
|
-1,305
|
-0.3%
|
|
|
6
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$29.5M
|
+$186K
|
+2,832
|
+0.7%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$24.9M
|
-$15.7M
|
-239,692
|
-39%
|
|
|
8
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$11.1M
|
-$561K
|
-8,557
|
-5%
|
|
|
9
|
Vident Advisory
Alpharetta,
Georgia
|
$11M
|
-$139K
|
-2,125
|
-1%
|
|
|
10
|
Nova R Wealth
Overland Park,
Kansas
|
$10.2M
|
+$154K
|
+2,355
|
+2%
|
|
|
11
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$9.08M
|
-$12.7K
|
-194
|
-0.1%
|
|
|
12
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$8.52M
|
+$349K
|
+5,329
|
+4%
|
|
|
13
|
West Wealth Group
Irvine,
California
|
$6.67M
|
+$171K
|
+2,603
|
+3%
|
|
|
14
|
Savant Capital
Rockford,
Illinois
|
$5.55M
|
-$80.4K
|
-1,227
|
-1%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.63M
|
+$185K
|
+2,820
|
+4%
|
|
|
16
|
5T Wealth
Napa,
California
|
$4.52M
|
+$258K
|
+3,938
|
+6%
|
|
|
17
|
Fifth Third Securities
Cincinnati,
Ohio
|
$4.36M
|
-$63.6K
|
-971
|
-1%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.3M
|
+$1.18M
|
+18,043
|
+40%
|
|
|
19
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$4.25M
|
-$2.75K
|
-42
|
-0.1%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$4.13M
|
+$98.3K
|
+1,501
|
+3%
|
|
|
21
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$4.11M
|
+$3.97M
|
+60,576
|
New
|
|
|
22
|
Systelligence LLC
Bloomington,
Minnesota
|
$4.07M
|
-$5.84M
|
-89,175
|
-60%
|
|
|
23
|
Intrust Bank
Wichita,
Kansas
|
$3.45M
|
-$150K
|
-2,285
|
-4%
|
|
|
24
|
Strategic Financial Services
Utica,
New York
|
$3.42M
|
-$145K
|
-2,210
|
-4%
|
|
|
25
|
3Chopt Investment Partners
Richmond,
Virginia
|
$3.26M
|
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|
–
|
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|
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