|
1
|
AllianceBernstein
Nashville,
Tennessee
|
$88M
|
+$28M
|
+907,370
|
+48%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$33.6M
|
+$29M
|
+938,933
|
+779%
|
|
|
3
|
Brookstone Capital Management
Wheaton,
Illinois
|
$26.9M
|
-$1.03M
|
-33,364
|
-4%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$26.2M
|
-$3.33M
|
-107,884
|
-12%
|
|
|
5
|
Penserra Capital Management
Orinda,
California
|
$19.9M
|
+$2.45M
|
+79,441
|
+14%
|
|
|
6
|
Personal CFO Solutions
Chester,
New Jersey
|
$16.3M
|
+$1.15M
|
+37,210
|
+8%
|
|
|
7
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$14.8M
|
+$14.5M
|
+468,208
|
New
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.7M
|
+$2.76M
|
+89,394
|
+26%
|
|
|
9
|
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
|
$12.1M
|
–
|
–
|
–
|
|
|
10
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$11.3M
|
+$9.65M
|
+312,420
|
+721%
|
|
|
11
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$11.2M
|
+$726K
|
+23,487
|
+7%
|
|
|
12
|
MAI Capital Management
Independence,
Ohio
|
$9.32M
|
+$7.13M
|
+230,757
|
+363%
|
|
|
13
|
Strategic Wealth Partners Group
Deerfield,
Illinois
|
$8.21M
|
+$8M
|
+259,083
|
New
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$7.55M
|
+$1.08M
|
+34,938
|
+17%
|
|
|
15
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$7.5M
|
+$9.51K
|
+308
|
+0.1%
|
|
|
16
|
Accuvest Global Advisors
Provo,
Utah
|
$6.74M
|
+$6.57M
|
+212,730
|
New
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$5.05M
|
+$1.07M
|
+34,637
|
+28%
|
|
|
18
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.79M
|
+$4.68M
|
+151,347
|
New
|
|
|
19
|
InterOcean Capital Group
Nashville,
Tennessee
|
$4.51M
|
+$701K
|
+22,703
|
+19%
|
|
|
20
|
William Blair & Company
Chicago,
Illinois
|
$4.32M
|
+$4.11M
|
+133,043
|
+4,111%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.24M
|
+$1.76M
|
+56,903
|
+74%
|
|
|
22
|
Yarger Wealth Strategies
Westerville,
Ohio
|
$4.19M
|
+$4.09M
|
+132,418
|
New
|
|
|
23
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.94M
|
+$202K
|
+6,548
|
+6%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.92M
|
+$1.46M
|
+47,207
|
+62%
|
|
|
25
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$3.86M
|
+$808K
|
+26,145
|
+27%
|
|
