|
1
|
LPL Financial
San Diego,
California
|
$35.6M
|
+$3.28M
|
+65,635
|
+10%
|
|
|
2
|
Wealthquest
Cincinnati,
Ohio
|
$33.5M
|
+$1.09M
|
+21,813
|
+3%
|
|
|
3
|
Stifel Financial
St. Louis,
Missouri
|
$22.2M
|
+$13.3M
|
+265,865
|
+151%
|
|
|
4
|
49 Wealth Management
Austin,
Texas
|
$10.9M
|
+$2.03M
|
+40,632
|
+23%
|
|
|
5
|
MML Investors Services
Springfield,
Massachusetts
|
$8.9M
|
+$1.37M
|
+27,418
|
+18%
|
|
|
6
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$4.84M
|
-$86K
|
-1,719
|
-2%
|
|
|
7
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$3.52M
|
+$3.51M
|
+70,124
|
New
|
|
|
8
|
F/M Investments
Washington,
District of Columbia
|
$2.86M
|
+$2.84M
|
+56,774
|
New
|
|
|
9
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$2.84M
|
+$2.83M
|
+56,500
|
New
|
|
|
10
|
Lido Advisors
Los Angeles,
California
|
$2.45M
|
+$1.61M
|
+32,219
|
+195%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.45M
|
+$523K
|
+10,463
|
+27%
|
|
|
12
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.41M
|
-$1.8M
|
-35,940
|
-43%
|
|
|
13
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$2.14M
|
-$498K
|
-9,958
|
-19%
|
|
|
14
|
Equitable Holdings
New York
|
$2.12M
|
-$1.29M
|
-25,859
|
-38%
|
|
|
15
|
Formidable Asset Management
Cincinnati,
Ohio
|
$2.02M
|
-$78.8K
|
-1,575
|
-4%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$1.73M
|
+$1.29M
|
+25,769
|
+300%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.72M
|
-$1.41M
|
-28,092
|
-45%
|
|
|
18
|
Spinnaker Investment Group
Newport Beach,
California
|
$1.53M
|
+$933K
|
+18,647
|
+159%
|
|
|
19
|
Mendel Money Management
Northbrook,
Illinois
|
$1.38M
|
+$1.38M
|
+27,521
|
New
|
|
|
20
|
Gentry Private Wealth
Wichita,
Kansas
|
$1.36M
|
+$1.35M
|
+27,000
|
New
|
|
|
21
|
GoalVest Advisory
New York
|
$1.36M
|
+$1.35M
|
+27,000
|
New
|
|
|
22
|
Denver Wealth Management
Denver,
Colorado
|
$911K
|
+$19K
|
+379
|
+2%
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$896K
|
-$159K
|
-3,183
|
-15%
|
|
|
24
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$735K
|
-$71.7K
|
-1,434
|
-9%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$726K
|
+$448K
|
+8,962
|
+163%
|
|
