|
1
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$74.6M
|
+$73.7M
|
+1,937,455
|
New
|
|
|
2
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$39.7M
|
-$8.63M
|
-227,005
|
-18%
|
|
|
3
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$30.7M
|
+$1.15M
|
+30,179
|
+4%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.8M
|
+$4.13M
|
+108,544
|
+17%
|
|
|
5
|
Trilogy Capital
Irvine,
California
|
$18.1M
|
+$635K
|
+16,715
|
+4%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.4M
|
+$2.73M
|
+71,777
|
+32%
|
|
|
7
|
Archford Capital Strategies
Swansea,
Illinois
|
$11.2M
|
+$330K
|
+8,689
|
+3%
|
|
|
8
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$10.7M
|
+$5.12M
|
+134,733
|
+94%
|
|
|
9
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$10.2M
|
+$2.36M
|
+62,172
|
+31%
|
|
|
10
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$10M
|
-$89.1K
|
-2,344
|
-0.9%
|
|
|
11
|
Insight Wealth Strategies
San Ramon,
California
|
$9.49M
|
+$115K
|
+3,036
|
+1%
|
|
|
12
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$9.28M
|
-$39.9K
|
-1,049
|
-0.4%
|
|
|
13
|
D.A. Davidson & Co
Great Falls,
Montana
|
$7.72M
|
+$476K
|
+12,511
|
+7%
|
|
|
14
|
Members Advisory Group
Williamsville,
New York
|
$6.71M
|
+$6.63M
|
+174,288
|
New
|
|
|
15
|
Fidelis Capital Partners
Tampa,
Florida
|
$6.46M
|
+$557K
|
+14,650
|
+10%
|
|
|
16
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$4.1M
|
-$299K
|
-7,864
|
-7%
|
|
|
17
|
Fortem Financial Group
Palm Desert,
California
|
$3.25M
|
-$45.1K
|
-1,187
|
-1%
|
|
|
18
|
Advisor OS
Chicago,
Illinois
|
$3.08M
|
+$3.04M
|
+79,983
|
New
|
|
|
19
|
MJP Associates
Farmington,
Connecticut
|
$3.08M
|
+$3.04M
|
+79,983
|
New
|
|
|
20
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.37M
|
+$182K
|
+4,778
|
+8%
|
|
|
21
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.17M
|
+$142K
|
+3,737
|
+7%
|
|
|
22
|
Cambridge Advisors
Omaha,
Nebraska
|
$1.69M
|
+$593K
|
+15,604
|
+55%
|
|
|
23
|
Mutual Advisors
Omaha,
Nebraska
|
$1.41M
|
+$20.1K
|
+530
|
+1%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$1.27M
|
+$235K
|
+6,180
|
+23%
|
|
|
25
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$812K
|
-$213K
|
-5,613
|
-21%
|
|
