|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$628M
|
-$218M
|
-3,122,339
|
-25%
|
|
|
2
|
Blue Trust Inc
Alpharetta,
Georgia
|
$324M
|
+$5.84M
|
+83,512
|
+2%
|
|
|
3
|
Equitable Holdings
New York
|
$86M
|
+$10.7M
|
+152,670
|
+14%
|
|
|
4
|
|
$49.8M
|
+$12.6M
|
+179,743
|
+31%
|
|
|
5
|
Shore Point Advisors
Brielle,
New Jersey
|
$34.6M
|
+$1.4M
|
+20,005
|
+3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$28.1M
|
+$2.91M
|
+41,643
|
+11%
|
|
|
7
|
Nova R Wealth
Overland Park,
Kansas
|
$16.5M
|
+$6.17M
|
+88,316
|
+57%
|
|
|
8
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$16.2M
|
+$7.4M
|
+105,967
|
+80%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$13M
|
+$4.56M
|
+65,304
|
+52%
|
|
|
10
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$12.8M
|
+$973K
|
+13,930
|
+8%
|
|
|
11
|
West Wealth Group
Irvine,
California
|
$12.3M
|
+$5.19M
|
+74,242
|
+70%
|
|
|
12
|
Vident Advisory
Alpharetta,
Georgia
|
$11.5M
|
+$839K
|
+12,007
|
+8%
|
|
|
13
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$9.61M
|
+$811K
|
+11,610
|
+9%
|
|
|
14
|
Corient Private Wealth
Miami,
Florida
|
$7.95M
|
-$69.3K
|
-992
|
-0.8%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6.07M
|
+$2M
|
+28,560
|
+47%
|
|
|
16
|
Savant Capital
Rockford,
Illinois
|
$5.43M
|
+$64.8K
|
+927
|
+1%
|
|
|
17
|
5T Wealth
Napa,
California
|
$5.2M
|
+$616K
|
+8,818
|
+13%
|
|
|
18
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$4.45M
|
+$52.8K
|
+755
|
+1%
|
|
|
19
|
Fifth Third Securities
Cincinnati,
Ohio
|
$4.18M
|
-$194K
|
-2,773
|
-4%
|
|
|
20
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$4.09M
|
-$37.9K
|
-542
|
-0.9%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$3.84M
|
+$271K
|
+3,873
|
+7%
|
|
|
22
|
Kelly Financial Group
Wethersfield,
Connecticut
|
$3.66M
|
+$991K
|
+14,186
|
+36%
|
|
|
23
|
Vise Technologies
New York
|
$3.64M
|
–
|
–
|
–
|
|
|
24
|
Delos Wealth Advisors
Dallas,
Texas
|
$3.32M
|
+$249K
|
+3,558
|
+8%
|
|
|
25
|
Strategic Financial Services
Utica,
New York
|
$3.3M
|
-$35.8K
|
-512
|
-1%
|
|
