|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$90.5M
|
+$5.46M
|
+116,400
|
+6%
|
|
|
2
|
|
$65M
|
+$7.45M
|
+158,859
|
+13%
|
|
|
3
|
EP Wealth Advisors
Torrance,
California
|
$59.2M
|
+$1.13M
|
+23,991
|
+2%
|
|
|
4
|
HB Wealth Management
Atlanta,
Georgia
|
$52.9M
|
+$52.5M
|
+1,119,948
|
New
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$33.3M
|
+$25M
|
+532,598
|
+307%
|
|
|
6
|
5th Street Advisors
Southport,
Connecticut
|
$20.3M
|
+$184K
|
+3,923
|
+0.9%
|
|
|
7
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$14.4M
|
-$124K
|
-2,650
|
-0.9%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$12.9M
|
-$663K
|
-14,137
|
-5%
|
|
|
9
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$10.6M
|
+$213K
|
+4,536
|
+2%
|
|
|
10
|
SkyOak Wealth
Southfield,
Michigan
|
$10.2M
|
+$962K
|
+20,524
|
+11%
|
|
|
11
|
Transform Wealth
Greenwood Village,
Colorado
|
$7.76M
|
+$2.18M
|
+46,427
|
+39%
|
|
|
12
|
Waverly Advisors
Birmingham,
Alabama
|
$6.83M
|
+$218K
|
+4,642
|
+3%
|
|
|
13
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$6.22M
|
+$6.18M
|
+131,817
|
New
|
|
|
14
|
Roberts Wealth Advisors
Palo Alto,
California
|
$6.18M
|
+$6.14M
|
+130,957
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.69M
|
+$1.11M
|
+23,589
|
+24%
|
|
|
16
|
TD Capital Management
Memphis,
Tennessee
|
$5.48M
|
+$1.73M
|
+36,871
|
+47%
|
|
|
17
|
Perigon Wealth Management
San Francisco,
California
|
$5.18M
|
+$982K
|
+20,937
|
+24%
|
|
|
18
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$4.38M
|
-$338K
|
-7,200
|
-7%
|
|
|
19
|
Tradition Wealth Management
Edina,
Minnesota
|
$3.26M
|
-$791K
|
-16,870
|
-20%
|
|
|
20
|
|
$3.19M
|
+$3.17M
|
+67,620
|
New
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.08M
|
-$119K
|
-2,535
|
-4%
|
|
|
22
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$3M
|
-$87K
|
-1,855
|
-3%
|
|
|
23
|
MAI Capital Management
Independence,
Ohio
|
$2.99M
|
-$11.3K
|
-242
|
-0.4%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$2.72M
|
-$41.3K
|
-881
|
-2%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$2.71M
|
+$2.13M
|
+45,453
|
+377%
|
|
