|
1
|
Congress Wealth Management
Boston,
Massachusetts
|
$58.6M
|
+$1.66M
|
+193,917
|
+3%
|
|
|
2
|
Gradient Investments
Arden Hills,
Minnesota
|
$40.2M
|
+$2.18M
|
+254,437
|
+6%
|
|
|
3
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$19.4M
|
+$968K
|
+112,797
|
+5%
|
|
|
4
|
Angel Oak Capital Advisors
Atlanta,
Georgia
|
$12.1M
|
-$5.4M
|
-629,790
|
-31%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$9.74M
|
+$509K
|
+59,308
|
+6%
|
|
|
6
|
L.J. Altfest & Co
New York
|
$7.66M
|
+$114K
|
+13,291
|
+2%
|
|
|
7
|
NewEdge Advisors
New Orleans,
Louisiana
|
$6.46M
|
+$451K
|
+52,566
|
+8%
|
|
|
8
|
Mattson Financial Services
Kentwood,
Michigan
|
$4.51M
|
+$205K
|
+23,870
|
+5%
|
|
|
9
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2.8M
|
-$54.2K
|
-6,317
|
-2%
|
|
|
10
|
Brown Financial Advisors
Milford,
Ohio
|
$2.77M
|
-$72.9K
|
-8,497
|
-3%
|
|
|
11
|
Patten & Patten
Chattanooga,
Tennessee
|
$2.19M
|
-$124K
|
-14,445
|
-5%
|
|
|
12
|
Paladin Wealth
Arden Hills,
Minnesota
|
$1.4M
|
+$173K
|
+20,174
|
+14%
|
|
|
13
|
Vontobel Holding
Zurich,
Switzerland
|
$1.17M
|
–
|
–
|
–
|
|
|
14
|
|
$1M
|
-$405K
|
-47,252
|
-29%
|
|
|
15
|
RFG Advisory
Birmingham,
Alabama
|
$900K
|
+$268K
|
+31,216
|
+43%
|
|
|
16
|
United Asset Strategies
Garden City,
New York
|
$810K
|
-$23.3K
|
-2,710
|
-3%
|
|
|
17
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$545K
|
+$61.6K
|
+7,177
|
+13%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$490K
|
–
|
–
|
–
|
|
|
19
|
Requisite Capital Management
Dallas,
Texas
|
$338K
|
-$15K
|
-1,750
|
-4%
|
|
|
20
|
Atomi Financial Group
New York
|
$274K
|
-$101K
|
-11,718
|
-27%
|
|
|
21
|
Advisory Services Network
Atlanta,
Georgia
|
$182K
|
-$7.92K
|
-923
|
-4%
|
|
|
22
|
Corient Private Wealth
Miami,
Florida
|
$138K
|
–
|
–
|
–
|
|
|
23
|
Flow Traders U.S.
New York
|
$134K
|
-$233K
|
-27,189
|
-64%
|
|
|
24
|
Old Mission Capital
Chicago,
Illinois
|
$129K
|
+$128K
|
+14,930
|
New
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$127K
|
+$126K
|
+14,735
|
New
|
|
