|
1
|
|
$166M
|
+$18.6M
|
+366,799
|
+13%
|
|
|
2
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$58.4M
|
+$5.6M
|
+110,605
|
+11%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$58.4M
|
+$3.29M
|
+64,878
|
+6%
|
|
|
4
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$53.3M
|
-$383K
|
-7,552
|
-0.7%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$40.2M
|
+$4.31M
|
+85,033
|
+12%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$32.3M
|
-$2.83M
|
-55,882
|
-8%
|
|
|
7
|
|
$32.1M
|
-$9.68M
|
-191,180
|
-23%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$27.7M
|
+$2.25M
|
+44,367
|
+9%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$25.1M
|
-$11.5M
|
-227,330
|
-31%
|
|
|
10
|
Biltmore Wealth Management
Tempe,
Arizona
|
$21.1M
|
+$731K
|
+14,436
|
+4%
|
|
|
11
|
TD Capital Management
Memphis,
Tennessee
|
$20.3M
|
+$1.01M
|
+19,897
|
+5%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.7M
|
+$3.7M
|
+73,051
|
+23%
|
|
|
13
|
John A. Wolfe & Associates
Portage,
Michigan
|
$18.3M
|
-$6.31M
|
-124,606
|
-26%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$16M
|
+$933K
|
+18,424
|
+6%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$14M
|
+$631K
|
+12,465
|
+5%
|
|
|
16
|
Condor Capital Management
Martinsville,
New Jersey
|
$13.5M
|
+$390K
|
+7,708
|
+3%
|
|
|
17
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$13.4M
|
-$10.5M
|
-206,349
|
-44%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$8.92M
|
+$1.36M
|
+26,842
|
+18%
|
|
|
19
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$8.77M
|
+$4.89M
|
+96,444
|
+125%
|
|
|
20
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$8.53M
|
+$1.19M
|
+23,429
|
+16%
|
|
|
21
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$8.13M
|
+$1.16M
|
+22,917
|
+17%
|
|
|
22
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$8.12M
|
+$436K
|
+8,605
|
+6%
|
|
|
23
|
Vise Technologies
New York
|
$7.45M
|
–
|
–
|
–
|
|
|
24
|
Quotient Wealth Partners
Dallas,
Texas
|
$6.75M
|
-$201K
|
-3,972
|
-3%
|
|
|
25
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$6.7M
|
+$5.38M
|
+106,156
|
+398%
|
|
