|
1
|
|
$70.7M
|
+$48.3K
|
+1,045
|
+0.1%
|
|
|
2
|
EP Wealth Advisors
Torrance,
California
|
$50.2M
|
+$6.17M
|
+133,570
|
+14%
|
|
|
3
|
WMS Partners
Towson,
Maryland
|
$44.1M
|
+$2.85M
|
+61,777
|
+7%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$31.4M
|
+$31.3M
|
+677,088
|
New
|
|
|
5
|
5th Street Advisors
Southport,
Connecticut
|
$21.5M
|
+$574K
|
+12,425
|
+3%
|
|
|
6
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$16.4M
|
+$186K
|
+4,029
|
+1%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$12.4M
|
-$509K
|
-11,014
|
-4%
|
|
|
8
|
Bridgewealth Advisory Group
Fresno,
California
|
$10.9M
|
+$2.98M
|
+64,443
|
+38%
|
|
|
9
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$9.28M
|
+$310K
|
+6,711
|
+3%
|
|
|
10
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$6.1M
|
+$1.34M
|
+28,965
|
+28%
|
|
|
11
|
Waverly Advisors
Birmingham,
Alabama
|
$5.85M
|
+$1.17M
|
+25,395
|
+25%
|
|
|
12
|
Transform Wealth
Greenwood Village,
Colorado
|
$5.07M
|
+$81K
|
+1,754
|
+2%
|
|
|
13
|
SkyOak Wealth
Southfield,
Michigan
|
$4.87M
|
+$1.02M
|
+22,022
|
+27%
|
|
|
14
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$4.49M
|
+$1.37M
|
+29,667
|
+44%
|
|
|
15
|
Platform Technology Partners
New York
|
$4.37M
|
+$4.35M
|
+94,223
|
New
|
|
|
16
|
Tradition Wealth Management
Edina,
Minnesota
|
$4.12M
|
-$8.22M
|
-177,879
|
-67%
|
|
|
17
|
|
$3.97M
|
+$3.13M
|
+67,761
|
+383%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.32M
|
+$764K
|
+16,548
|
+30%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.03M
|
-$8.66M
|
-187,558
|
-74%
|
|
|
20
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$2.95M
|
-$402K
|
-8,709
|
-12%
|
|
|
21
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.63M
|
+$58.6K
|
+1,269
|
+2%
|
|
|
22
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$2.3M
|
+$2.29M
|
+49,510
|
New
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$2.08M
|
+$706K
|
+15,285
|
+52%
|
|
|
24
|
GeoWealth Management
Chicago,
Illinois
|
$1.64M
|
-$48.9K
|
-1,059
|
-3%
|
|
|
25
|
MAI Capital Management
Independence,
Ohio
|
$1.44M
|
+$396K
|
+8,572
|
+38%
|
|
