|
1
|
Brio Consultants
San Francisco,
California
|
$9.6M
|
+$411K
|
+3,807
|
+4%
|
|
|
2
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$6.87M
|
+$7.18M
|
+66,594
|
New
|
|
|
3
|
LPL Financial
San Diego,
California
|
$4.76M
|
+$594K
|
+5,506
|
+14%
|
|
|
4
|
Financial Advocates Investment Management
Olympia,
Washington
|
$4.57M
|
+$333K
|
+3,090
|
+7%
|
|
|
5
|
Koshinski Asset Management
Decatur,
Illinois
|
$4.09M
|
+$71.3K
|
+661
|
+2%
|
|
|
6
|
Flow Traders U.S.
New York
|
$3.88M
|
+$4.06M
|
+37,654
|
New
|
|
|
7
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.69M
|
-$662K
|
-6,135
|
-15%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.43M
|
+$141K
|
+1,306
|
+6%
|
|
|
9
|
Avantax Advisory Services
Dallas,
Texas
|
$2.25M
|
+$116K
|
+1,075
|
+5%
|
|
|
10
|
Beam Wealth Advisors
Covington,
Louisiana
|
$1.61M
|
-$8.95K
|
-83
|
-0.5%
|
|
|
11
|
GeoWealth Management
Chicago,
Illinois
|
$1.28M
|
-$3.44M
|
-31,883
|
-72%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.22M
|
+$85.1K
|
+789
|
+7%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.17M
|
+$248K
|
+2,303
|
+25%
|
|
|
14
|
Field & Main Bank
Henderson,
Kentucky
|
$1.07M
|
-$35.1K
|
-325
|
-3%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.02M
|
+$318K
|
+2,943
|
+42%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$995K
|
+$22.7K
|
+210
|
+2%
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$943K
|
+$6.47K
|
+60
|
+0.7%
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
$827K
|
-$362K
|
-3,360
|
-30%
|
|
|
19
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$778K
|
+$103K
|
+952
|
+14%
|
|
|
20
|
|
$767K
|
+$352K
|
+3,263
|
+78%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$762K
|
+$798K
|
+7,394
|
New
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$751K
|
+$786K
|
+7,284
|
New
|
|
|
23
|
Geneos Wealth Management
Englewood,
Colorado
|
$705K
|
+$262K
|
+2,424
|
+56%
|
|
|
24
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$616K
|
–
|
–
|
–
|
|
|
25
|
Belpointe Asset Management
Reno,
Nevada
|
$612K
|
+$87.4K
|
+810
|
+16%
|
|
