|
1
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$17.8M
|
+$3.43M
|
+106,738
|
+24%
|
|
|
2
|
Private Advisory Group
Redmond,
Washington
|
$16.5M
|
+$1.77M
|
+55,100
|
+12%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.4M
|
+$908K
|
+28,237
|
+9%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.9M
|
-$11.3K
|
-351
|
-0.1%
|
|
|
5
|
MML Investors Services
Springfield,
Massachusetts
|
$10.8M
|
+$781K
|
+24,290
|
+8%
|
|
|
6
|
Triton Wealth Management
Sun City,
Arizona
|
$8.4M
|
+$542K
|
+16,853
|
+7%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$7.9M
|
+$460K
|
+14,304
|
+6%
|
|
|
8
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$7.74M
|
+$961K
|
+29,863
|
+14%
|
|
|
9
|
BWM Planning
The Woodlands,
Texas
|
$7.52M
|
+$144K
|
+4,481
|
+2%
|
|
|
10
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$7.04M
|
+$42K
|
+1,305
|
+0.6%
|
|
|
11
|
Brookwood Investment Group
Phoenix,
Arizona
|
$6.49M
|
+$1.31M
|
+40,726
|
+26%
|
|
|
12
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$6.27M
|
-$93K
|
-2,892
|
-1%
|
|
|
13
|
Fermata Advisors
Sonoma,
California
|
$5.66M
|
+$519K
|
+16,125
|
+10%
|
|
|
14
|
Professional Financial Advisors
North Platte,
Nebraska
|
$5.09M
|
+$240K
|
+7,460
|
+5%
|
|
|
15
|
Wright Wealth
Atlanta,
Georgia
|
$4.65M
|
-$29.2K
|
-907
|
-0.6%
|
|
|
16
|
World Investment Advisors
Santa Barbara,
California
|
$4.58M
|
–
|
–
|
–
|
|
|
17
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$4.47M
|
+$84.4K
|
+2,624
|
+2%
|
|
|
18
|
McGrath & Associates
Asheville,
North Carolina
|
$4.24M
|
+$143K
|
+4,452
|
+4%
|
|
|
19
|
Planned Solutions
Folsom,
California
|
$3.75M
|
-$264K
|
-8,199
|
-7%
|
|
|
20
|
BlackDiamond Wealth Management
New York
|
$3.34M
|
+$164K
|
+5,086
|
+5%
|
|
|
21
|
CLG LLC
Long Beach,
California
|
$2.79M
|
+$2.75M
|
+85,453
|
New
|
|
|
22
|
Stapp Wealth Management
Olympia,
Washington
|
$2.51M
|
+$81K
|
+2,519
|
+3%
|
|
|
23
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$2.02M
|
-$768K
|
-23,866
|
-28%
|
|
|
24
|
Mather Group
Chicago,
Illinois
|
$1.76M
|
+$98.1K
|
+3,050
|
+6%
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.57M
|
+$49.5K
|
+1,540
|
+3%
|
|
