|
1
|
WMS Partners
Towson,
Maryland
|
$37.5M
|
+$9.27M
|
+201,132
|
+33%
|
|
|
2
|
|
$21.4M
|
+$21.4M
|
+463,296
|
New
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$11.7M
|
-$1.36M
|
-29,507
|
-10%
|
|
|
4
|
Tradition Wealth Management
Edina,
Minnesota
|
$11.4M
|
+$172K
|
+3,737
|
+2%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.13M
|
+$641K
|
+13,895
|
+10%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.26M
|
+$5.04M
|
+109,222
|
+418%
|
|
|
7
|
EP Wealth Advisors
Torrance,
California
|
$5.73M
|
-$17.6M
|
-381,734
|
-77%
|
|
|
8
|
Transform Wealth
Greenwood Village,
Colorado
|
$4.79M
|
-$1.21M
|
-26,291
|
-20%
|
|
|
9
|
Tobias Financial Advisors
Plantation,
Florida
|
$4.51M
|
-$1.08M
|
-23,339
|
-19%
|
|
|
10
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$4.32M
|
+$270K
|
+5,845
|
+7%
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.47M
|
+$2.46M
|
+53,392
|
New
|
|
|
12
|
Beam Wealth Advisors
Covington,
Louisiana
|
$1.8M
|
+$17.6K
|
+381
|
+1%
|
|
|
13
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.71M
|
+$196K
|
+4,243
|
+13%
|
|
|
14
|
Norway Savings Bank
Portland,
Maine
|
$1.43M
|
+$188K
|
+4,085
|
+15%
|
|
|
15
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$1.33M
|
-$1.61K
|
-35
|
-0.1%
|
|
|
16
|
Tortoise Investment Management
White Plains,
New York
|
$1.32M
|
-$265K
|
-5,750
|
-17%
|
|
|
17
|
Platform Technology Partners
New York
|
$1.08M
|
-$16.9K
|
-367
|
-2%
|
|
|
18
|
FAS Wealth Partners
Leawood,
Kansas
|
$1.06M
|
+$10.3K
|
+224
|
+1%
|
|
|
19
|
Lodestone Wealth Management
Spokane,
Washington
|
$1.06M
|
-$180K
|
-3,906
|
-15%
|
|
|
20
|
Axxcess Wealth Management
Carlsbad,
California
|
$953K
|
+$55.8K
|
+1,211
|
+6%
|
|
|
21
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$819K
|
+$128K
|
+2,770
|
+19%
|
|
|
22
|
Lodestar Private Asset Management
Alamo,
California
|
$770K
|
-$1.29M
|
-27,936
|
-63%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$756K
|
-$72.7K
|
-1,576
|
-9%
|
|
|
24
|
First Ascent Asset Management
Denver,
Colorado
|
$710K
|
+$234K
|
+5,085
|
+50%
|
|
|
25
|
Madison Wealth Management
Cincinnati,
Ohio
|
$615K
|
+$166K
|
+3,602
|
+37%
|
|
