|
1
|
Brio Consultants
San Francisco,
California
|
$11.1M
|
+$442K
|
+4,076
|
+4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$6.83M
|
+$1.38M
|
+12,763
|
+26%
|
|
|
3
|
Koshinski Asset Management
Decatur,
Illinois
|
$4.32M
|
+$172K
|
+1,586
|
+4%
|
|
|
4
|
Steward Partners Investment Advisory
New York
|
$3.92M
|
+$1.08M
|
+9,971
|
+40%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.59M
|
+$127K
|
+1,166
|
+5%
|
|
|
6
|
Avantax Advisory Services
Dallas,
Texas
|
$2.55M
|
+$194K
|
+1,790
|
+9%
|
|
|
7
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.9M
|
-$789K
|
-7,271
|
-30%
|
|
|
8
|
Beam Wealth Advisors
Covington,
Louisiana
|
$1.86M
|
+$99.7K
|
+919
|
+6%
|
|
|
9
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$1.45M
|
+$1.41M
|
+12,990
|
New
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.27M
|
+$86.6K
|
+798
|
+8%
|
|
|
11
|
Field & Main Bank
Henderson,
Kentucky
|
$1.22M
|
+$14.1K
|
+130
|
+1%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.14M
|
-$123K
|
-1,130
|
-10%
|
|
|
13
|
|
$1.1M
|
+$84.1K
|
+775
|
+9%
|
|
|
14
|
Belpointe Asset Management
Reno,
Nevada
|
$1.03M
|
+$273K
|
+2,513
|
+37%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.03M
|
+$204K
|
+1,881
|
+26%
|
|
|
16
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.01M
|
-$109K
|
-1,006
|
-10%
|
|
|
17
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$994K
|
+$214K
|
+1,974
|
+29%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$982K
|
-$397K
|
-3,657
|
-29%
|
|
|
19
|
Central Trust Company
Jefferson City,
Missouri
|
$892K
|
+$338K
|
+3,112
|
+64%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$790K
|
+$538K
|
+4,956
|
+235%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$773K
|
+$167K
|
+1,539
|
+29%
|
|
|
22
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$667K
|
–
|
–
|
–
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$604K
|
+$44.6K
|
+411
|
+8%
|
|
|
24
|
Arbor Capital Management (Alaska)
Anchorage,
Alaska
|
$601K
|
+$13.8K
|
+127
|
+2%
|
|
|
25
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$584K
|
+$30.8K
|
+284
|
+6%
|
|
