|
1
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$11.3M
|
+$3.89M
|
+154,700
|
+49%
|
|
|
2
|
Armis Advisers
Atlanta,
Georgia
|
$7.68M
|
+$8.13M
|
+322,855
|
New
|
|
|
3
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$6.56M
|
+$6.9M
|
+273,995
|
New
|
|
|
4
|
Kestra Advisory Services
Austin,
Texas
|
$5.12M
|
+$4.56M
|
+180,927
|
+551%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$4.92M
|
+$5.17M
|
+205,206
|
New
|
|
|
6
|
United Advisor Group
Cincinnati,
Ohio
|
$4.23M
|
+$467K
|
+18,546
|
+12%
|
|
|
7
|
HFG Wealth Management
The Woodlands,
Texas
|
$3.76M
|
+$3.74M
|
+148,602
|
New
|
|
|
8
|
CoreCap Advisors
Southfield,
Michigan
|
$3.57M
|
-$861K
|
-34,199
|
-19%
|
|
|
9
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$3.47M
|
-$55.4K
|
-2,200
|
-1%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.36M
|
+$627K
|
+24,885
|
+22%
|
|
|
11
|
Atria Investments
Charlotte,
North Carolina
|
$3.11M
|
-$230K
|
-9,128
|
-7%
|
|
|
12
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.82M
|
-$104K
|
-4,119
|
-3%
|
|
|
13
|
Arete Wealth Advisors
Chicago,
Illinois
|
$2.63M
|
+$1.93M
|
+76,539
|
+229%
|
|
|
14
|
Strategic Blueprint
Atlanta,
Georgia
|
$2.16M
|
+$1.58M
|
+62,807
|
+229%
|
|
|
15
|
Independent Financial Group
San Diego,
California
|
$2M
|
+$2.1M
|
+83,342
|
New
|
|
|
16
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.91M
|
-$239K
|
-9,492
|
-11%
|
|
|
17
|
Atria Wealth Solutions
New York
|
$1.74M
|
-$426K
|
-16,914
|
-19%
|
|
|
18
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$1.43M
|
+$3.63K
|
+144
|
+0.2%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.32M
|
+$990K
|
+39,311
|
+252%
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
$1.17M
|
+$698K
|
+27,724
|
+131%
|
|
|
21
|
VisionPoint Advisory Group
Dallas,
Texas
|
$1.16M
|
-$7.86K
|
-312
|
-0.6%
|
|
|
22
|
TownSquare Capital
Provo,
Utah
|
$1.16M
|
+$1.22M
|
+48,335
|
New
|
|
|
23
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$827K
|
-$6.07K
|
-241
|
-0.7%
|
|
|
24
|
Castleview Partners
Dallas,
Texas
|
$620K
|
+$10.3K
|
+408
|
+2%
|
|
|
25
|
Bank of New York Mellon
New York
|
$575K
|
-$38.3K
|
-1,522
|
-6%
|
|
