|
1
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$9.44M
|
+$7.75M
|
+262,363
|
+497%
|
|
|
2
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.58M
|
+$1.99M
|
+67,276
|
+31%
|
|
|
3
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$8.2M
|
+$5.68M
|
+192,557
|
+283%
|
|
|
4
|
TMD Wealth Management
Scottsdale,
Arizona
|
$8.03M
|
-$145K
|
-4,911
|
-2%
|
|
|
5
|
TrinityPoint Wealth
Milford,
Connecticut
|
$4.98M
|
+$4.55M
|
+154,168
|
+1,276%
|
|
|
6
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$4.13M
|
+$798K
|
+27,043
|
+24%
|
|
|
7
|
Curi Wealth Management
Raleigh,
North Carolina
|
$3.73M
|
+$521K
|
+17,662
|
+17%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.99M
|
+$505K
|
+17,101
|
+35%
|
|
|
9
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$1.75M
|
+$183K
|
+6,184
|
+12%
|
|
|
10
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.4M
|
-$475K
|
-16,091
|
-26%
|
|
|
11
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.15M
|
+$414K
|
+14,023
|
+58%
|
|
|
12
|
Continuum Advisory
Eagle,
Idaho
|
$1.12M
|
-$13K
|
-441
|
-1%
|
|
|
13
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$567K
|
+$609K
|
+20,613
|
New
|
|
|
14
|
|
$558K
|
+$549K
|
+18,613
|
New
|
|
|
15
|
|
$470K
|
+$463K
|
+15,677
|
New
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$441K
|
-$106K
|
-3,599
|
-20%
|
|
|
17
|
Advisor Resource Council
Dallas,
Texas
|
$430K
|
+$424K
|
+14,368
|
New
|
|
|
18
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$302K
|
+$298K
|
+10,093
|
New
|
|
|
19
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$276K
|
–
|
–
|
–
|
|
|
20
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$246K
|
-$5.9K
|
-200
|
-2%
|
|
|
21
|
Versant Capital Management
Phoenix,
Arizona
|
$242K
|
–
|
–
|
–
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$227K
|
-$51.4K
|
-1,741
|
-19%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$200K
|
+$197K
|
+6,671
|
New
|
|
|
24
|
Advisory Services Network
Atlanta,
Georgia
|
$171K
|
+$168K
|
+5,693
|
New
|
|
|
25
|
TCI Wealth Advisors
Tucson,
Arizona
|
$89K
|
–
|
–
|
–
|
|
