|
1
|
HighTower Advisors
Chicago,
Illinois
|
$6.67M
|
+$153K
|
+7,632
|
+2%
|
|
|
2
|
Vivaldi Capital Management
Chicago,
Illinois
|
$4.63M
|
-$1.62M
|
-80,888
|
-26%
|
|
|
3
|
Owen LaRue
Elizabethtown,
Kentucky
|
$4.43M
|
–
|
–
|
–
|
|
|
4
|
FAS Wealth Partners
Leawood,
Kansas
|
$3.64M
|
+$980K
|
+48,856
|
+37%
|
|
|
5
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$3.5M
|
-$16.1K
|
-802
|
-0.5%
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$3.27M
|
+$171K
|
+8,507
|
+6%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.74M
|
-$597K
|
-29,758
|
-18%
|
|
|
8
|
Atria Investments
Charlotte,
North Carolina
|
$2.59M
|
+$2.59M
|
+128,909
|
New
|
|
|
9
|
Harbour Investments
Madison,
Wisconsin
|
$2.37M
|
-$754K
|
-37,609
|
-24%
|
|
|
10
|
Atlas Wealth
Cincinnati,
Ohio
|
$1.86M
|
-$376K
|
-18,757
|
-17%
|
|
|
11
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$1.85M
|
+$1.84M
|
+91,738
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.83M
|
-$2.02M
|
-100,606
|
-52%
|
|
|
13
|
Cetera Advisor Networks
El Segundo,
California
|
$1.39M
|
+$221K
|
+11,039
|
+19%
|
|
|
14
|
OneAscent Financial Services
Birmingham,
Alabama
|
$1.35M
|
+$1.35M
|
+67,149
|
New
|
|
|
15
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.23M
|
-$36.1K
|
-1,798
|
-3%
|
|
|
16
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$1.19M
|
+$1.19M
|
+59,099
|
New
|
|
|
17
|
Midwest Financial Group
Overland Park,
Kansas
|
$1.17M
|
+$1.17M
|
+58,093
|
New
|
|
|
18
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$1.16M
|
+$221K
|
+11,037
|
+24%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$1.1M
|
+$23.4K
|
+1,166
|
+2%
|
|
|
20
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.07M
|
+$1.07M
|
+53,383
|
New
|
|
|
21
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$949K
|
-$36.5K
|
-1,819
|
-4%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$935K
|
+$133K
|
+6,642
|
+17%
|
|
|
23
|
SMART Wealth
Omaha,
Nebraska
|
$911K
|
-$111K
|
-5,532
|
-11%
|
|
|
24
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$875K
|
+$175K
|
+8,703
|
+25%
|
|
|
25
|
CreativeOne Wealth
Overland Park,
Kansas
|
$869K
|
+$866K
|
+43,167
|
New
|
|
