|
1
|
Congress Wealth Management
Boston,
Massachusetts
|
$57.2M
|
+$56.6M
|
+6,592,549
|
New
|
|
|
2
|
Gradient Investments
Arden Hills,
Minnesota
|
$38.2M
|
-$1.52M
|
-176,794
|
-4%
|
|
|
3
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$18.5M
|
+$638K
|
+74,214
|
+4%
|
|
|
4
|
Angel Oak Capital Advisors
Atlanta,
Georgia
|
$17.6M
|
-$4.7M
|
-547,560
|
-21%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$9.28M
|
+$1.36M
|
+158,850
|
+17%
|
|
|
6
|
L.J. Altfest & Co
New York
|
$7.58M
|
+$2.58M
|
+300,088
|
+52%
|
|
|
7
|
NewEdge Advisors
New Orleans,
Louisiana
|
$6.04M
|
+$497K
|
+57,820
|
+9%
|
|
|
8
|
Mattson Financial Services
Kentwood,
Michigan
|
$4.33M
|
+$641K
|
+74,673
|
+18%
|
|
|
9
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2.87M
|
+$2.84M
|
+331,029
|
New
|
|
|
10
|
Brown Financial Advisors
Milford,
Ohio
|
$2.86M
|
-$126K
|
-14,710
|
-4%
|
|
|
11
|
Patten & Patten
Chattanooga,
Tennessee
|
$2.33M
|
+$106K
|
+12,330
|
+5%
|
|
|
12
|
|
$1.42M
|
+$785K
|
+91,395
|
+127%
|
|
|
13
|
Paladin Wealth
Arden Hills,
Minnesota
|
$1.23M
|
+$81.1K
|
+9,443
|
+7%
|
|
|
14
|
Vontobel Holding
Zurich,
Switzerland
|
$1.17M
|
–
|
–
|
–
|
|
|
15
|
United Asset Strategies
Garden City,
New York
|
$837K
|
+$4.1K
|
+477
|
+0.5%
|
|
|
16
|
RFG Advisory
Birmingham,
Alabama
|
$633K
|
+$212K
|
+24,640
|
+51%
|
|
|
17
|
Cresset Asset Management
Chicago,
Illinois
|
$552K
|
+$3.59K
|
+418
|
+0.7%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$492K
|
–
|
–
|
–
|
|
|
19
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$485K
|
+$480K
|
+55,925
|
New
|
|
|
20
|
Atomi Financial Group
New York
|
$377K
|
+$373K
|
+43,458
|
New
|
|
|
21
|
Flow Traders U.S.
New York
|
$371K
|
+$367K
|
+42,743
|
New
|
|
|
22
|
Requisite Capital Management
Dallas,
Texas
|
$357K
|
–
|
–
|
–
|
|
|
23
|
Advisory Services Network
Atlanta,
Georgia
|
$192K
|
+$190K
|
+22,154
|
New
|
|
|
24
|
Corient Private Wealth
Miami,
Florida
|
$139K
|
+$137K
|
+15,947
|
New
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16K
|
+$15.6K
|
+1,815
|
New
|
|
