|
1
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$52.1M
|
+$4.84M
|
+104,312
|
+10%
|
|
|
2
|
EP Wealth Advisors
Torrance,
California
|
$18.9M
|
-$7.01M
|
-151,028
|
-27%
|
|
|
3
|
|
$13.6M
|
+$9.63M
|
+207,572
|
+224%
|
|
|
4
|
Tradition Wealth Management
Edina,
Minnesota
|
$13.3M
|
+$83K
|
+1,790
|
+0.6%
|
|
|
5
|
Tobias Financial Advisors
Plantation,
Florida
|
$8.05M
|
-$1.12M
|
-24,045
|
-12%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.45M
|
-$1.81M
|
-38,991
|
-22%
|
|
|
7
|
Transform Wealth
Greenwood Village,
Colorado
|
$6.08M
|
-$2.69M
|
-57,961
|
-30%
|
|
|
8
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$4.06M
|
+$116K
|
+2,505
|
+3%
|
|
|
9
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$3.14M
|
-$675K
|
-14,549
|
-17%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.49M
|
+$2.54M
|
+54,861
|
New
|
|
|
11
|
Tortoise Investment Management
White Plains,
New York
|
$1.88M
|
-$1.29M
|
-27,839
|
-40%
|
|
|
12
|
Beam Wealth Advisors
Covington,
Louisiana
|
$1.73M
|
+$11.2K
|
+242
|
+0.6%
|
|
|
13
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.37M
|
+$71.4K
|
+1,540
|
+5%
|
|
|
14
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$1.32M
|
-$3.57K
|
-77
|
-0.3%
|
|
|
15
|
Platform Technology Partners
New York
|
$1.12M
|
+$384K
|
+8,278
|
+51%
|
|
|
16
|
FAS Wealth Partners
Leawood,
Kansas
|
$1.02M
|
+$819K
|
+17,660
|
+369%
|
|
|
17
|
Norway Savings Bank
Portland,
Maine
|
$842K
|
+$861K
|
+18,560
|
New
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$811K
|
-$43.1K
|
-929
|
-5%
|
|
|
19
|
Slow Capital
Greenbrae,
California
|
$766K
|
–
|
–
|
–
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$758K
|
-$51.5K
|
-1,111
|
-6%
|
|
|
21
|
Mutual Advisors
Omaha,
Nebraska
|
$705K
|
+$7.7K
|
+166
|
+1%
|
|
|
22
|
Nelson Capital Management
Menlo Park,
California
|
$675K
|
-$2.34M
|
-50,517
|
-77%
|
|
|
23
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$634K
|
–
|
–
|
–
|
|
|
24
|
Collective Family Office
York,
Pennsylvania
|
$585K
|
-$347K
|
-7,482
|
-37%
|
|
|
25
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$531K
|
+$1.21K
|
+26
|
+0.2%
|
|
