|
1
|
Brio Consultants
San Francisco,
California
|
$9.24M
|
+$144K
|
+1,435
|
+2%
|
|
|
2
|
GeoWealth Management
Chicago,
Illinois
|
$4.58M
|
+$346K
|
+3,442
|
+8%
|
|
|
3
|
CreativeOne Wealth
Overland Park,
Kansas
|
$4.35M
|
-$5.92M
|
-58,840
|
-58%
|
|
|
4
|
Financial Advocates Investment Management
Olympia,
Washington
|
$4.27M
|
+$4.15M
|
+41,243
|
New
|
|
|
5
|
LPL Financial
San Diego,
California
|
$4.21M
|
+$2.01M
|
+19,995
|
+97%
|
|
|
6
|
Koshinski Asset Management
Decatur,
Illinois
|
$4.04M
|
+$3.93M
|
+39,036
|
New
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.3M
|
+$368K
|
+3,657
|
+20%
|
|
|
8
|
Avantax Advisory Services
Dallas,
Texas
|
$2.15M
|
+$132K
|
+1,309
|
+7%
|
|
|
9
|
Beam Wealth Advisors
Covington,
Louisiana
|
$1.63M
|
-$194K
|
-1,923
|
-11%
|
|
|
10
|
Apella Capital
West Hartford,
Connecticut
|
$1.54M
|
+$1.5M
|
+14,887
|
New
|
|
|
11
|
IFP Advisors
Tampa,
Florida
|
$1.17M
|
+$805K
|
+7,995
|
+236%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.14M
|
+$162K
|
+1,606
|
+17%
|
|
|
13
|
Field & Main Bank
Henderson,
Kentucky
|
$1.11M
|
+$56.4K
|
+560
|
+6%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$977K
|
-$244K
|
-2,422
|
-20%
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$941K
|
-$122K
|
-1,210
|
-12%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$936K
|
-$9.56K
|
-95
|
-1%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$721K
|
-$6.34K
|
-63
|
-0.9%
|
|
|
18
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$683K
|
+$101K
|
+1,001
|
+18%
|
|
|
19
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$618K
|
–
|
–
|
–
|
|
|
20
|
Belpointe Asset Management
Reno,
Nevada
|
$530K
|
+$1.51K
|
+15
|
+0.3%
|
|
|
21
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$503K
|
-$6.04K
|
-60
|
-1%
|
|
|
22
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$482K
|
-$9.06K
|
-90
|
-2%
|
|
|
23
|
Geneos Wealth Management
Englewood,
Colorado
|
$453K
|
+$144K
|
+1,432
|
+49%
|
|
|
24
|
|
$432K
|
-$12.4K
|
-123
|
-3%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$405K
|
+$7.85K
|
+78
|
+2%
|
|
