|
1
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$9.72M
|
+$418K
|
+13,384
|
+4%
|
|
|
2
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.28M
|
+$843K
|
+26,956
|
+9%
|
|
|
3
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$8.61M
|
+$945K
|
+30,224
|
+12%
|
|
|
4
|
TMD Wealth Management
Scottsdale,
Arizona
|
$8.13M
|
+$207K
|
+6,631
|
+2%
|
|
|
5
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$5.91M
|
+$6.24M
|
+199,581
|
New
|
|
|
6
|
TrinityPoint Wealth
Milford,
Connecticut
|
$4.92M
|
-$2.16K
|
-69
|
-0%
|
|
|
7
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$4.39M
|
+$325K
|
+10,391
|
+8%
|
|
|
8
|
Curi Wealth Management
Raleigh,
North Carolina
|
$4.23M
|
+$569K
|
+18,199
|
+15%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$2.6M
|
+$674K
|
+21,571
|
+33%
|
|
|
10
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$1.91M
|
+$201K
|
+6,415
|
+11%
|
|
|
11
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.38M
|
–
|
–
|
–
|
|
|
12
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.23M
|
+$98.3K
|
+3,144
|
+8%
|
|
|
13
|
Continuum Advisory
Eagle,
Idaho
|
$1.15M
|
+$43.1K
|
+1,378
|
+4%
|
|
|
14
|
|
$812K
|
+$368K
|
+11,773
|
+75%
|
|
|
15
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$605K
|
-$5.47K
|
-175
|
-0.8%
|
|
|
16
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$574K
|
+$291K
|
+9,317
|
+92%
|
|
|
17
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$270K
|
-$2.66K
|
-85
|
-0.9%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$261K
|
+$275K
|
+8,810
|
New
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$236K
|
+$250K
|
+7,990
|
New
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$224K
|
+$237K
|
+7,570
|
New
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$216K
|
-$9.13K
|
-292
|
-4%
|
|
|
22
|
Versant Capital Management
Phoenix,
Arizona
|
$212K
|
-$28.7K
|
-919
|
-11%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$201K
|
+$3.16K
|
+101
|
+2%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$126K
|
+$133K
|
+4,269
|
New
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$109K
|
+$104K
|
+3,315
|
+929%
|
|
