|
1
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$48.5M
|
+$49.1M
|
+1,044,733
|
New
|
|
|
2
|
EP Wealth Advisors
Torrance,
California
|
$26.4M
|
+$2.22M
|
+47,188
|
+9%
|
|
|
3
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$16.8M
|
-$593K
|
-12,624
|
-3%
|
|
|
4
|
Tradition Wealth Management
Edina,
Minnesota
|
$13.5M
|
+$1.92M
|
+40,865
|
+16%
|
|
|
5
|
Tobias Financial Advisors
Plantation,
Florida
|
$9.37M
|
+$8.11M
|
+172,471
|
+589%
|
|
|
6
|
Transform Wealth
Greenwood Village,
Colorado
|
$8.92M
|
+$721K
|
+15,337
|
+9%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.42M
|
+$8.52M
|
+181,229
|
New
|
|
|
8
|
|
$4.3M
|
+$2.25M
|
+47,795
|
+107%
|
|
|
9
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$4.04M
|
+$4.09M
|
+87,006
|
New
|
|
|
10
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$3.89M
|
-$321K
|
-6,833
|
-8%
|
|
|
11
|
Tortoise Investment Management
White Plains,
New York
|
$3.22M
|
-$8M
|
-170,151
|
-71%
|
|
|
12
|
Nelson Capital Management
Menlo Park,
California
|
$3.04M
|
-$16.8M
|
-356,880
|
-85%
|
|
|
13
|
Beam Wealth Advisors
Covington,
Louisiana
|
$1.76M
|
+$8.88K
|
+189
|
+0.5%
|
|
|
14
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$1.35M
|
+$1.37M
|
+29,112
|
New
|
|
|
15
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.33M
|
+$73K
|
+1,553
|
+6%
|
|
|
16
|
Collective Family Office
York,
Pennsylvania
|
$947K
|
-$312K
|
-6,636
|
-25%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$875K
|
-$4.69M
|
-99,867
|
-84%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$823K
|
-$4.37M
|
-92,901
|
-84%
|
|
|
19
|
Slow Capital
Greenbrae,
California
|
$785K
|
-$211K
|
-4,488
|
-21%
|
|
|
20
|
Platform Technology Partners
New York
|
$761K
|
+$13.4K
|
+285
|
+2%
|
|
|
21
|
Mutual Advisors
Omaha,
Nebraska
|
$715K
|
-$208K
|
-4,423
|
-22%
|
|
|
22
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$650K
|
-$245K
|
-5,218
|
-27%
|
|
|
23
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$543K
|
-$297K
|
-6,317
|
-35%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$416K
|
+$799
|
+17
|
+0.2%
|
|
|
25
|
Sargent Investment Group
Bethesda,
Maryland
|
$410K
|
+$126K
|
+2,675
|
+43%
|
|
