|
1
|
|
$70.9M
|
+$70.7M
|
+1,523,235
|
+711,792%
|
|
|
2
|
EP Wealth Advisors
Torrance,
California
|
$44.2M
|
+$3.25M
|
+69,998
|
+8%
|
|
|
3
|
WMS Partners
Towson,
Maryland
|
$41.3M
|
-$4.83K
|
-104
|
-0%
|
|
|
4
|
5th Street Advisors
Southport,
Connecticut
|
$21M
|
+$3.31M
|
+71,364
|
+19%
|
|
|
5
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$16.2M
|
-$232
|
-5
|
-0%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$12.9M
|
-$1.9M
|
-40,986
|
-13%
|
|
|
7
|
Tradition Wealth Management
Edina,
Minnesota
|
$12.4M
|
+$643K
|
+13,868
|
+5%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.8M
|
+$2.16M
|
+46,524
|
+23%
|
|
|
9
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$9M
|
+$8.97M
|
+193,353
|
New
|
|
|
10
|
Bridgewealth Advisory Group
Fresno,
California
|
$7.88M
|
+$3.88M
|
+83,623
|
+97%
|
|
|
11
|
Transform Wealth
Greenwood Village,
Colorado
|
$5.01M
|
+$82.6K
|
+1,781
|
+2%
|
|
|
12
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.77M
|
+$431K
|
+9,295
|
+10%
|
|
|
13
|
Waverly Advisors
Birmingham,
Alabama
|
$4.69M
|
+$4.67M
|
+100,748
|
New
|
|
|
14
|
SkyOak Wealth
Southfield,
Michigan
|
$3.86M
|
+$2.51M
|
+54,155
|
+187%
|
|
|
15
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$3.36M
|
-$46.4K
|
-1,000
|
-1%
|
|
|
16
|
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
$3.36M
|
+$3.35M
|
+72,250
|
New
|
|
|
17
|
Norway Savings Bank
Portland,
Maine
|
$3.16M
|
+$721K
|
+15,536
|
+30%
|
|
|
18
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$3.12M
|
+$1.71M
|
+36,891
|
+122%
|
|
|
19
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.58M
|
+$526K
|
+11,337
|
+26%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.56M
|
+$1.9M
|
+40,930
|
+289%
|
|
|
21
|
GeoWealth Management
Chicago,
Illinois
|
$1.7M
|
+$1.69M
|
+36,432
|
New
|
|
|
22
|
Beam Wealth Advisors
Covington,
Louisiana
|
$1.4M
|
+$15.2K
|
+327
|
+1%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$1.37M
|
+$242K
|
+5,222
|
+22%
|
|
|
24
|
Ausdal Financial Partners
Davenport,
Iowa
|
$1.26M
|
+$74K
|
+1,594
|
+6%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$1.24M
|
-$4.51M
|
-97,257
|
-79%
|
|
