|
1
|
AllianceBernstein
Nashville,
Tennessee
|
$69.5M
|
+$55.9M
|
+1,931,885
|
+389%
|
|
|
2
|
Brookstone Capital Management
Wheaton,
Illinois
|
$26.2M
|
+$26.6M
|
+919,100
|
New
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.9M
|
+$13.5M
|
+467,594
|
+179%
|
|
|
4
|
Personal CFO Solutions
Chester,
New Jersey
|
$13.8M
|
+$13.9M
|
+481,299
|
New
|
|
|
5
|
Transform Wealth
Greenwood Village,
Colorado
|
$12.8M
|
-$24.6M
|
-849,967
|
-66%
|
|
|
6
|
Berkshire Money Management
Dalton,
Massachusetts
|
$12.1M
|
+$12.2M
|
+423,443
|
New
|
|
|
7
|
Penserra Capital Management
Orinda,
California
|
$12M
|
+$2.13M
|
+73,755
|
+21%
|
|
|
8
|
AE Wealth Management
Topeka,
Kansas
|
$11.6M
|
+$10.5M
|
+361,637
|
+836%
|
|
|
9
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$10M
|
+$4.83M
|
+166,948
|
+91%
|
|
|
10
|
Frisch Financial Group
Melville,
New York
|
$9.27M
|
-$168K
|
-5,819
|
-2%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.72M
|
+$1.47M
|
+50,766
|
+28%
|
|
|
12
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$3.76M
|
+$3.8M
|
+131,413
|
New
|
|
|
13
|
Soltis Investment Advisors
St. George,
Utah
|
$3.45M
|
+$3.49M
|
+120,610
|
New
|
|
|
14
|
Gill Capital Partners
Denver,
Colorado
|
$3.13M
|
-$1.38M
|
-47,563
|
-30%
|
|
|
15
|
Crown Wealth Group
Charlotte,
North Carolina
|
$3.12M
|
+$3.15M
|
+108,877
|
New
|
|
|
16
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3M
|
+$476K
|
+16,462
|
+19%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.57M
|
+$1.02M
|
+35,380
|
+65%
|
|
|
18
|
Elmwood Wealth Management
Berkeley,
California
|
$2.4M
|
+$204K
|
+7,050
|
+9%
|
|
|
19
|
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
$2.26M
|
+$451K
|
+15,583
|
+25%
|
|
|
20
|
Better Money Decisions
Santa Fe,
New Mexico
|
$2.21M
|
-$101K
|
-3,479
|
-4%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.06M
|
+$1.19M
|
+41,138
|
+134%
|
|
|
22
|
City Holding Co
Charleston,
West Virginia
|
$1.96M
|
-$1.27M
|
-43,990
|
-39%
|
|
|
23
|
Cetera Advisor Networks
El Segundo,
California
|
$1.81M
|
+$244K
|
+8,447
|
+15%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$1.75M
|
+$547K
|
+18,937
|
+45%
|
|
|
25
|
Advisory Alpha
Holland,
Michigan
|
$1.73M
|
+$804K
|
+27,823
|
+85%
|
|
