|
1
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$45.5M
|
+$22.5M
|
+723,912
|
+121%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.1M
|
+$1.63M
|
+52,471
|
+12%
|
|
|
3
|
Trilogy Capital
Irvine,
California
|
$15M
|
+$4.11M
|
+132,593
|
+44%
|
|
|
4
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$11.2M
|
-$1.67M
|
-53,750
|
-14%
|
|
|
5
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$9.53M
|
+$77.7K
|
+2,503
|
+0.9%
|
|
|
6
|
Insight Wealth Strategies
San Ramon,
California
|
$8.22M
|
+$7.17M
|
+231,126
|
+1,910%
|
|
|
7
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$8.13M
|
-$822K
|
-26,484
|
-10%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.56M
|
-$553K
|
-17,827
|
-8%
|
|
|
9
|
Archford Capital Strategies
Swansea,
Illinois
|
$7.26M
|
+$92.9K
|
+2,994
|
+1%
|
|
|
10
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$4.58M
|
+$16.1K
|
+518
|
+0.4%
|
|
|
11
|
Fidelis Capital Partners
Tampa,
Florida
|
$4.52M
|
+$3.66M
|
+117,825
|
+1,341%
|
|
|
12
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$4.35M
|
+$1.14M
|
+36,638
|
+41%
|
|
|
13
|
Fortem Financial Group
Palm Desert,
California
|
$3M
|
-$129K
|
-4,152
|
-5%
|
|
|
14
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.93M
|
+$1.21M
|
+38,875
|
+226%
|
|
|
15
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.93M
|
+$36.2K
|
+1,168
|
+2%
|
|
|
16
|
Cambridge Advisors
Omaha,
Nebraska
|
$975K
|
-$61K
|
-1,966
|
-6%
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$849K
|
-$7.14K
|
-230
|
-0.9%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$804K
|
+$53.4K
|
+1,721
|
+8%
|
|
|
19
|
Mutual Advisors
Omaha,
Nebraska
|
$591K
|
+$4.07K
|
+131
|
+0.8%
|
|
|
20
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$580K
|
-$43.9K
|
-1,415
|
-8%
|
|
|
21
|
Corient Private Wealth
Miami,
Florida
|
$566K
|
-$89.6K
|
-2,886
|
-15%
|
|
|
22
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$560K
|
+$109K
|
+3,500
|
+29%
|
|
|
23
|
Fiduciary Trust
Boston,
Massachusetts
|
$464K
|
–
|
–
|
–
|
|
|
24
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$457K
|
+$412K
|
+13,273
|
New
|
|
|
25
|
Two Sigma Investments
New York
|
$423K
|
+$382K
|
+12,300
|
New
|
|
