|
1
|
Vance Wealth
Santa Clarita,
California
|
$15.7M
|
+$15.3M
|
+492,883
|
New
|
|
|
2
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$10.7M
|
+$224K
|
+7,216
|
+2%
|
|
|
3
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.5M
|
+$580K
|
+18,657
|
+6%
|
|
|
4
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$9.85M
|
+$592K
|
+19,027
|
+7%
|
|
|
5
|
TMD Wealth Management
Scottsdale,
Arizona
|
$8.93M
|
+$196K
|
+6,299
|
+2%
|
|
|
6
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$6.7M
|
+$358K
|
+11,514
|
+6%
|
|
|
7
|
TrinityPoint Wealth
Milford,
Connecticut
|
$5.83M
|
+$543K
|
+17,456
|
+11%
|
|
|
8
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$5.73M
|
+$998K
|
+32,092
|
+22%
|
|
|
9
|
Curi Wealth Management
Raleigh,
North Carolina
|
$5.21M
|
+$658K
|
+21,168
|
+15%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$2.68M
|
-$109K
|
-3,510
|
-4%
|
|
|
11
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$2.07M
|
+$12.3K
|
+394
|
+0.6%
|
|
|
12
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.5M
|
+$184K
|
+5,907
|
+14%
|
|
|
13
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.49M
|
–
|
–
|
–
|
|
|
14
|
Continuum Advisory
Eagle,
Idaho
|
$1.29M
|
+$63.8K
|
+2,052
|
+5%
|
|
|
15
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$652K
|
+$2.61K
|
+84
|
+0.4%
|
|
|
16
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$621K
|
+$4.42K
|
+142
|
+0.7%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$391K
|
+$109K
|
+3,497
|
+40%
|
|
|
18
|
|
$387K
|
+$329K
|
+10,575
|
+661%
|
|
|
19
|
BlackDiamond Wealth Management
New York
|
$308K
|
+$301K
|
+9,689
|
New
|
|
|
20
|
Versant Capital Management
Phoenix,
Arizona
|
$302K
|
+$72.3K
|
+2,326
|
+32%
|
|
|
21
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$279K
|
-$10.2K
|
-328
|
-4%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$254K
|
+$249K
|
+8,000
|
New
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$229K
|
+$224K
|
+7,214
|
New
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$226K
|
-$5.94K
|
-191
|
-3%
|
|
|
25
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$224K
|
+$219K
|
+7,040
|
New
|
|
