|
1
|
|
$82.8M
|
+$16.1M
|
+340,343
|
+24%
|
|
|
2
|
HB Wealth Management
Atlanta,
Georgia
|
$42.8M
|
-$10.1M
|
-212,522
|
-19%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$40.2M
|
+$7.47M
|
+157,700
|
+23%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$22.7M
|
+$11.1M
|
+233,885
|
+96%
|
|
|
5
|
Apella Capital
West Hartford,
Connecticut
|
$21.4M
|
+$21.3M
|
+449,839
|
New
|
|
|
6
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$18.7M
|
+$826K
|
+17,436
|
+5%
|
|
|
7
|
Roberts Wealth Advisors
Palo Alto,
California
|
$17.7M
|
+$4.97M
|
+104,853
|
+39%
|
|
|
8
|
5th Street Advisors
Southport,
Connecticut
|
$17.6M
|
-$235K
|
-4,962
|
-1%
|
|
|
9
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$15.5M
|
+$829K
|
+17,497
|
+6%
|
|
|
10
|
Bridgewealth Advisory Group
Fresno,
California
|
$14.5M
|
+$340K
|
+7,165
|
+2%
|
|
|
11
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$13M
|
+$12.9M
|
+272,513
|
New
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$12.9M
|
+$581K
|
+12,263
|
+5%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$12.8M
|
+$518K
|
+10,926
|
+4%
|
|
|
14
|
Signet Financial Management
Parsippany,
New Jersey
|
$11.6M
|
+$11M
|
+233,030
|
+2,045%
|
|
|
15
|
SkyOak Wealth
Southfield,
Michigan
|
$11.6M
|
+$782K
|
+16,496
|
+7%
|
|
|
16
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$10.6M
|
+$10.6M
|
+223,025
|
New
|
|
|
17
|
|
$10.5M
|
+$4.53M
|
+95,606
|
+77%
|
|
|
18
|
TD Capital Management
Memphis,
Tennessee
|
$10.3M
|
+$3.79M
|
+79,977
|
+58%
|
|
|
19
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$9.96M
|
+$2.01M
|
+42,410
|
+25%
|
|
|
20
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$7.57M
|
-$1.36M
|
-28,659
|
-15%
|
|
|
21
|
Waverly Advisors
Birmingham,
Alabama
|
$6.75M
|
+$5.55K
|
+117
|
+0.1%
|
|
|
22
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$5.78M
|
+$3.6M
|
+75,988
|
+167%
|
|
|
23
|
Perigon Wealth Management
San Francisco,
California
|
$5.43M
|
-$238K
|
-5,011
|
-4%
|
|
|
24
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$4.54M
|
+$190K
|
+4,010
|
+4%
|
|
|
25
|
Bellevue Asset Management
Bellevue,
Washington
|
$4.45M
|
+$403K
|
+8,511
|
+10%
|
|
