|
1
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$17.4M
|
+$6.26M
|
+206,008
|
+53%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$13M
|
+$1.13M
|
+37,191
|
+9%
|
|
|
3
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$11M
|
+$929K
|
+30,564
|
+9%
|
|
|
4
|
Trilogy Capital
Irvine,
California
|
$8.88M
|
+$9.24M
|
+304,049
|
New
|
|
|
5
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$8.01M
|
-$170K
|
-5,608
|
-2%
|
|
|
6
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$7.67M
|
+$172K
|
+5,663
|
+2%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.93M
|
+$7.22M
|
+237,470
|
New
|
|
|
8
|
Archford Capital Strategies
Swansea,
Illinois
|
$6.07M
|
+$488K
|
+16,057
|
+8%
|
|
|
9
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$3.87M
|
+$13.8K
|
+453
|
+0.3%
|
|
|
10
|
Fortem Financial Group
Palm Desert,
California
|
$2.66M
|
-$49.7K
|
-1,635
|
-2%
|
|
|
11
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$2.62M
|
+$1.46M
|
+47,994
|
+115%
|
|
|
12
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.6M
|
+$231K
|
+7,587
|
+16%
|
|
|
13
|
Cambridge Advisors
Omaha,
Nebraska
|
$884K
|
+$11.3K
|
+373
|
+1%
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$727K
|
-$79.3K
|
-2,608
|
-9%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$631K
|
+$100K
|
+3,301
|
+18%
|
|
|
16
|
Corient Private Wealth
Miami,
Florida
|
$565K
|
-$108K
|
-3,552
|
-16%
|
|
|
17
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$533K
|
-$38.8K
|
-1,278
|
-7%
|
|
|
18
|
D.A. Davidson & Co
Great Falls,
Montana
|
$503K
|
+$524K
|
+17,224
|
New
|
|
|
19
|
Mutual Advisors
Omaha,
Nebraska
|
$482K
|
+$47.4K
|
+1,560
|
+10%
|
|
|
20
|
Fiduciary Trust
Boston,
Massachusetts
|
$393K
|
–
|
–
|
–
|
|
|
21
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$357K
|
+$129K
|
+4,260
|
+53%
|
|
|
22
|
Insight Wealth Strategies
San Ramon,
California
|
$353K
|
+$368K
|
+12,098
|
New
|
|
|
23
|
Fidelis Capital Partners
Tampa,
Florida
|
$258K
|
+$61.2K
|
+2,012
|
+30%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$78.3K
|
+$81.5K
|
+2,683
|
New
|
|
|
25
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$56K
|
–
|
–
|
–
|
|
