|
1
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$46.9M
|
-$2.19M
|
-61,845
|
-5%
|
|
|
2
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$28.6M
|
+$15.7M
|
+442,551
|
+136%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.8M
|
+$5.06M
|
+142,838
|
+29%
|
|
|
4
|
Trilogy Capital
Irvine,
California
|
$16.9M
|
+$557K
|
+15,725
|
+4%
|
|
|
5
|
Archford Capital Strategies
Swansea,
Illinois
|
$10.5M
|
+$2.51M
|
+70,990
|
+34%
|
|
|
6
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$9.78M
|
-$512K
|
-14,471
|
-5%
|
|
|
7
|
Insight Wealth Strategies
San Ramon,
California
|
$9.07M
|
+$5.66K
|
+160
|
+0.1%
|
|
|
8
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$9.02M
|
+$211K
|
+5,947
|
+3%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.4M
|
+$201K
|
+5,674
|
+3%
|
|
|
10
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$7.57M
|
+$2.72M
|
+76,814
|
+61%
|
|
|
11
|
D.A. Davidson & Co
Great Falls,
Montana
|
$7.01M
|
+$4.67M
|
+131,978
|
+235%
|
|
|
12
|
Fidelis Capital Partners
Tampa,
Florida
|
$5.7M
|
+$934K
|
+26,387
|
+21%
|
|
|
13
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$5.34M
|
+$5.07M
|
+143,350
|
New
|
|
|
14
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$4.26M
|
-$662K
|
-18,710
|
-14%
|
|
|
15
|
Fortem Financial Group
Palm Desert,
California
|
$3.19M
|
-$49K
|
-1,383
|
-2%
|
|
|
16
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.12M
|
+$29.1K
|
+823
|
+1%
|
|
|
17
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.96M
|
+$1.39M
|
+39,288
|
+296%
|
|
|
18
|
Mutual Advisors
Omaha,
Nebraska
|
$1.37M
|
+$688K
|
+19,440
|
+117%
|
|
|
19
|
Cambridge Advisors
Omaha,
Nebraska
|
$1.05M
|
-$2.94K
|
-83
|
-0.3%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$1M
|
+$124K
|
+3,496
|
+15%
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$995K
|
+$72.1K
|
+2,038
|
+8%
|
|
|
22
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$616K
|
+$28.3K
|
+800
|
+5%
|
|
|
23
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$607K
|
-$19.6K
|
-555
|
-3%
|
|
|
24
|
Corient Private Wealth
Miami,
Florida
|
$531K
|
-$77.7K
|
-2,195
|
-13%
|
|
|
25
|
Fiduciary Trust
Boston,
Massachusetts
|
$502K
|
–
|
–
|
–
|
|
