|
1
|
|
$56.1M
|
-$16.2M
|
-343,927
|
-23%
|
|
|
2
|
EP Wealth Advisors
Torrance,
California
|
$54.8M
|
+$3.3M
|
+70,136
|
+6%
|
|
|
3
|
WMS Partners
Towson,
Maryland
|
$47M
|
+$1.85M
|
+39,350
|
+4%
|
|
|
4
|
5th Street Advisors
Southport,
Connecticut
|
$19.7M
|
-$2.26M
|
-48,079
|
-10%
|
|
|
5
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$15.8M
|
-$1.01M
|
-21,479
|
-6%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$14.3M
|
+$1.58M
|
+33,497
|
+13%
|
|
|
7
|
Bridgewealth Advisory Group
Fresno,
California
|
$12.6M
|
+$1.49M
|
+31,581
|
+14%
|
|
|
8
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$10.3M
|
+$791K
|
+16,812
|
+8%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.29M
|
+$3.84M
|
+81,654
|
+114%
|
|
|
10
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$6.64M
|
+$382K
|
+8,120
|
+6%
|
|
|
11
|
Waverly Advisors
Birmingham,
Alabama
|
$6.37M
|
+$370K
|
+7,878
|
+6%
|
|
|
12
|
SkyOak Wealth
Southfield,
Michigan
|
$6.22M
|
+$1.21M
|
+25,796
|
+25%
|
|
|
13
|
Platform Technology Partners
New York
|
$5.96M
|
+$1.47M
|
+31,247
|
+33%
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.88M
|
-$26M
|
-553,366
|
-82%
|
|
|
15
|
Transform Wealth
Greenwood Village,
Colorado
|
$5.15M
|
-$47.2K
|
-1,004
|
-0.9%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.48M
|
+$1.36M
|
+28,857
|
+44%
|
|
|
17
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$4.38M
|
-$210K
|
-4,474
|
-5%
|
|
|
18
|
Tradition Wealth Management
Edina,
Minnesota
|
$4.23M
|
+$6.54K
|
+139
|
+0.2%
|
|
|
19
|
MAI Capital Management
Independence,
Ohio
|
$3.57M
|
+$2.07M
|
+44,070
|
+142%
|
|
|
20
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$2.99M
|
-$25.9K
|
-550
|
-0.9%
|
|
|
21
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.83M
|
+$135K
|
+2,862
|
+5%
|
|
|
22
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$2.57M
|
+$216K
|
+4,599
|
+9%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$2.16M
|
+$28.3K
|
+601
|
+1%
|
|
|
24
|
Perigon Wealth Management
San Francisco,
California
|
$2.02M
|
+$2M
|
+42,435
|
New
|
|
|
25
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.93M
|
+$1.91M
|
+40,524
|
New
|
|
