|
1
|
WMS Partners
Towson,
Maryland
|
$40.4M
|
+$3.34M
|
+72,516
|
+9%
|
|
|
2
|
EP Wealth Advisors
Torrance,
California
|
$33.2M
|
-$4.66M
|
-101,048
|
-89%
|
|
|
3
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$13.8M
|
+$13.9M
|
+301,440
|
New
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$12M
|
+$352K
|
+7,641
|
+3%
|
|
|
5
|
Tradition Wealth Management
Edina,
Minnesota
|
$10.3M
|
-$1.06M
|
-23,083
|
-9%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.4M
|
+$339K
|
+7,354
|
+5%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.35M
|
-$846K
|
-18,368
|
-14%
|
|
|
8
|
Transform Wealth
Greenwood Village,
Colorado
|
$4.79M
|
+$45.5K
|
+987
|
+1%
|
|
|
9
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$4.43M
|
+$157K
|
+3,405
|
+4%
|
|
|
10
|
Tobias Financial Advisors
Plantation,
Florida
|
$3.9M
|
-$562K
|
-12,199
|
-13%
|
|
|
11
|
|
$3.3M
|
-$18M
|
-391,150
|
-84%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$2.85M
|
+$2.8M
|
+60,804
|
+4,599%
|
|
|
13
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.87M
|
+$174K
|
+3,774
|
+10%
|
|
|
14
|
Beam Wealth Advisors
Covington,
Louisiana
|
$1.8M
|
+$18K
|
+391
|
+1%
|
|
|
15
|
Norway Savings Bank
Portland,
Maine
|
$1.7M
|
+$289K
|
+6,272
|
+20%
|
|
|
16
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$1.45M
|
+$1.46M
|
+31,594
|
New
|
|
|
17
|
Ausdal Financial Partners
Davenport,
Iowa
|
$1.37M
|
+$1.38M
|
+29,881
|
New
|
|
|
18
|
First Ascent Asset Management
Denver,
Colorado
|
$1.22M
|
+$517K
|
+11,225
|
+73%
|
|
|
19
|
Platform Technology Partners
New York
|
$1.2M
|
+$133K
|
+2,888
|
+12%
|
|
|
20
|
Tortoise Investment Management
White Plains,
New York
|
$1.14M
|
-$160K
|
-3,462
|
-12%
|
|
|
21
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.12M
|
+$176K
|
+3,820
|
+19%
|
|
|
22
|
FAS Wealth Partners
Leawood,
Kansas
|
$1.06M
|
+$10.6K
|
+229
|
+1%
|
|
|
23
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$1.04M
|
+$230K
|
+5,000
|
+28%
|
|
|
24
|
Lodestone Wealth Management
Spokane,
Washington
|
$986K
|
-$58.4K
|
-1,268
|
-6%
|
|
|
25
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$985K
|
+$991K
|
+21,507
|
New
|
|
