|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$860M
|
+$23.9M
|
+350,687
|
+3%
|
|
|
2
|
Blue Trust Inc
Alpharetta,
Georgia
|
$319M
|
+$26.9M
|
+395,006
|
+9%
|
|
|
3
|
Equitable Holdings
New York
|
$75.6M
|
+$7.67M
|
+112,669
|
+11%
|
|
|
4
|
|
$39.4M
|
+$3.23M
|
+47,365
|
+9%
|
|
|
5
|
Shore Point Advisors
Brielle,
New Jersey
|
$34M
|
+$9.56M
|
+140,326
|
+28%
|
|
|
6
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$29.8M
|
+$215K
|
+3,154
|
+0.7%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$25.4M
|
+$372K
|
+5,466
|
+1%
|
|
|
8
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$11.9M
|
+$783K
|
+11,494
|
+7%
|
|
|
9
|
Vident Advisory
Alpharetta,
Georgia
|
$10.7M
|
-$391K
|
-5,742
|
-4%
|
|
|
10
|
Nova R Wealth
Overland Park,
Kansas
|
$10.5M
|
+$286K
|
+4,205
|
+3%
|
|
|
11
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$9.06M
|
+$507K
|
+7,443
|
+6%
|
|
|
12
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$8.85M
|
-$265K
|
-3,888
|
-3%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.57M
|
+$4.25M
|
+62,412
|
+98%
|
|
|
14
|
Corient Private Wealth
Miami,
Florida
|
$8.05M
|
+$7.33M
|
+107,665
|
+1,034%
|
|
|
15
|
West Wealth Group
Irvine,
California
|
$7.23M
|
+$525K
|
+7,711
|
+8%
|
|
|
16
|
Savant Capital
Rockford,
Illinois
|
$5.38M
|
-$188K
|
-2,765
|
-3%
|
|
|
17
|
5T Wealth
Napa,
California
|
$4.61M
|
+$82.1K
|
+1,205
|
+2%
|
|
|
18
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$4.41M
|
+$283K
|
+4,149
|
+7%
|
|
|
19
|
Fifth Third Securities
Cincinnati,
Ohio
|
$4.39M
|
+$8.58K
|
+126
|
+0.2%
|
|
|
20
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$4.18M
|
+$4.18M
|
+61,365
|
New
|
|
|
21
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.14M
|
-$505K
|
-7,417
|
-11%
|
|
|
22
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$4.14M
|
-$125K
|
-1,832
|
-3%
|
|
|
23
|
Two Sigma Investments
New York
|
$4.12M
|
+$4.11M
|
+60,400
|
New
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$3.95M
|
-$186K
|
-2,724
|
-4%
|
|
|
25
|
Vise Technologies
New York
|
$3.64M
|
+$2.38M
|
+34,937
|
+190%
|
|
