|
1
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$13.2M
|
+$13.5M
|
+382,093
|
New
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$11.5M
|
+$693K
|
+19,601
|
+6%
|
|
|
3
|
Stifel Financial
St. Louis,
Missouri
|
$7.98M
|
+$2.21M
|
+62,688
|
+37%
|
|
|
4
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$6.61M
|
+$6.78M
|
+191,839
|
New
|
|
|
5
|
Lokken Investment Group
Lewes,
Delaware
|
$4.12M
|
+$160K
|
+4,523
|
+4%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.77M
|
+$1.87M
|
+52,983
|
+94%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.3M
|
+$3.38M
|
+95,690
|
New
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.09M
|
+$1.23M
|
+34,866
|
+64%
|
|
|
9
|
Rockefeller Capital Management
New York
|
$2.87M
|
+$21.9K
|
+620
|
+0.8%
|
|
|
10
|
Steward Partners Investment Advisory
New York
|
$2.56M
|
+$415K
|
+11,742
|
+19%
|
|
|
11
|
Thomasville National Bank
Thomasville,
Georgia
|
$2.3M
|
+$2.35M
|
+66,608
|
New
|
|
|
12
|
Resource Planning Group
Atlanta,
Georgia
|
$2.21M
|
-$35.9K
|
-1,016
|
-2%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$2.18M
|
+$2.24M
|
+63,342
|
New
|
|
|
14
|
First City Capital Management
Savannah,
Georgia
|
$2.13M
|
+$67K
|
+1,895
|
+3%
|
|
|
15
|
Weaver Consulting Group
Huntington Beach,
California
|
$2M
|
+$69.9K
|
+1,978
|
+4%
|
|
|
16
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$1.39M
|
-$1.77K
|
-50
|
-0.1%
|
|
|
17
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.16M
|
+$1.19M
|
+33,563
|
New
|
|
|
18
|
Tidal Investments
Milwaukee,
Wisconsin
|
$1.06M
|
-$724K
|
-20,486
|
-40%
|
|
|
19
|
Argent Trust Co
Nashville,
Tennessee
|
$945K
|
-$70.7K
|
-2,000
|
-7%
|
|
|
20
|
Frontier Asset Management
Sheridan,
Wyoming
|
$841K
|
-$55K
|
-1,556
|
-6%
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$828K
|
-$41.9K
|
-1,187
|
-5%
|
|
|
22
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$386K
|
-$10.6K
|
-300
|
-3%
|
|
|
23
|
HB Wealth Management
Atlanta,
Georgia
|
$374K
|
–
|
–
|
–
|
|
|
24
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$355K
|
–
|
–
|
–
|
|
|
25
|
Raymond James Trust
St. Petersburg,
Florida
|
$257K
|
+$264K
|
+7,462
|
New
|
|
