|
1
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$46.8M
|
-$5.67M
|
-124,801
|
-11%
|
|
|
2
|
WMS Partners
Towson,
Maryland
|
$27.8M
|
+$27.7M
|
+609,150
|
New
|
|
|
3
|
EP Wealth Advisors
Torrance,
California
|
$22.6M
|
+$3.53M
|
+77,656
|
+19%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$12.9M
|
+$12.1M
|
+266,342
|
+1,598%
|
|
|
5
|
Tradition Wealth Management
Edina,
Minnesota
|
$11.1M
|
-$2.28M
|
-50,235
|
-17%
|
|
|
6
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$6.86M
|
+$6.82M
|
+150,090
|
New
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.41M
|
-$88.8K
|
-1,952
|
-1%
|
|
|
8
|
Transform Wealth
Greenwood Village,
Colorado
|
$5.94M
|
-$197K
|
-4,331
|
-3%
|
|
|
9
|
Tobias Financial Advisors
Plantation,
Florida
|
$5.52M
|
-$2.59M
|
-56,930
|
-32%
|
|
|
10
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$4M
|
-$95K
|
-2,090
|
-2%
|
|
|
11
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$3.07M
|
-$92.5K
|
-2,035
|
-3%
|
|
|
12
|
Lodestar Private Asset Management
Alamo,
California
|
$2.04M
|
+$2.03M
|
+44,567
|
New
|
|
|
13
|
Beam Wealth Advisors
Covington,
Louisiana
|
$1.76M
|
+$14.4K
|
+317
|
+0.8%
|
|
|
14
|
Tortoise Investment Management
White Plains,
New York
|
$1.56M
|
-$328K
|
-7,215
|
-17%
|
|
|
15
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.49M
|
+$112K
|
+2,473
|
+8%
|
|
|
16
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$1.32M
|
-$6.96K
|
-153
|
-0.5%
|
|
|
17
|
Norway Savings Bank
Portland,
Maine
|
$1.22M
|
+$374K
|
+8,230
|
+44%
|
|
|
18
|
Lodestone Wealth Management
Spokane,
Washington
|
$1.22M
|
+$1.21M
|
+26,709
|
New
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.19M
|
+$714K
|
+15,712
|
+151%
|
|
|
20
|
Platform Technology Partners
New York
|
$1.08M
|
-$43.3K
|
-952
|
-4%
|
|
|
21
|
FAS Wealth Partners
Leawood,
Kansas
|
$1.03M
|
+$8.46K
|
+186
|
+0.8%
|
|
|
22
|
Axxcess Wealth Management
Carlsbad,
California
|
$886K
|
+$881K
|
+19,384
|
New
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$819K
|
+$682
|
+15
|
+0.1%
|
|
|
24
|
Slow Capital
Greenbrae,
California
|
$772K
|
–
|
–
|
–
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$736K
|
+$732K
|
+16,100
|
New
|
|
