|
1
|
Congress Wealth Management
Boston,
Massachusetts
|
$27M
|
+$27.1M
|
+540,673
|
New
|
|
|
2
|
Slow Capital
Greenbrae,
California
|
$23.4M
|
-$4.7M
|
-93,951
|
-17%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$15.4M
|
+$2.58M
|
+51,459
|
+20%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.7M
|
+$11.6M
|
+231,710
|
+11,319%
|
|
|
5
|
Condor Capital Management
Martinsville,
New Jersey
|
$10.9M
|
+$10.9M
|
+217,467
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$9.81M
|
+$5.66M
|
+113,101
|
+136%
|
|
|
7
|
Morningstar Investment Services
Chicago,
Illinois
|
$8.1M
|
-$3.81K
|
-76
|
-0%
|
|
|
8
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$6.62M
|
+$1.15M
|
+22,909
|
+21%
|
|
|
9
|
|
$5.14M
|
+$3.62M
|
+72,344
|
+237%
|
|
|
10
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5.09M
|
+$430K
|
+8,596
|
+9%
|
|
|
11
|
Helen Stephens Group
Fort Worth,
Texas
|
$3.19M
|
+$2.81M
|
+56,050
|
+707%
|
|
|
12
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$2.98M
|
+$2.99M
|
+59,815
|
New
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$2.03M
|
+$1.79M
|
+35,838
|
+743%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$2.02M
|
+$439K
|
+8,758
|
+28%
|
|
|
15
|
Central Trust Company
Jefferson City,
Missouri
|
$1.94M
|
+$960K
|
+19,179
|
+98%
|
|
|
16
|
CGN Advisors
Manhattan,
Kansas
|
$1.91M
|
+$314K
|
+6,264
|
+20%
|
|
|
17
|
Flow Traders U.S.
New York
|
$1.9M
|
+$1.49M
|
+29,684
|
+355%
|
|
|
18
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$1.78M
|
+$1.79M
|
+35,740
|
New
|
|
|
19
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$1.78M
|
+$1.78M
|
+35,579
|
New
|
|
|
20
|
Landmark Wealth Management (New York)
Melville,
New York
|
$1.33M
|
-$1.97M
|
-39,426
|
-60%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.19M
|
+$1.19M
|
+23,756
|
New
|
|
|
22
|
Hartford Financial Management
Hartford,
Connecticut
|
$1.07M
|
+$1.07M
|
+21,423
|
New
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$960K
|
-$149K
|
-2,975
|
-13%
|
|
|
24
|
McMillion Capital Management
Greensboro,
North Carolina
|
$825K
|
–
|
–
|
–
|
|
|
25
|
|
$773K
|
+$776K
|
+15,489
|
New
|
|
