|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.26B
|
+$197M
|
+7,638,710
|
+18%
|
|
|
2
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$238M
|
+$30.4M
|
+1,179,599
|
+15%
|
|
|
3
|
Shufro Rose & Co
New York
|
$136M
|
+$4.98M
|
+193,135
|
+4%
|
|
|
4
|
Trilogy Capital
Irvine,
California
|
$108M
|
+$57.7M
|
+2,241,175
|
+115%
|
|
|
5
|
Stratos Investment Management
Beachwood,
Ohio
|
$84.4M
|
-$3.81M
|
-147,751
|
-4%
|
|
|
6
|
Bank of New York Mellon
New York
|
$58.1M
|
+$1.28M
|
+49,602
|
+2%
|
|
|
7
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$40.7M
|
+$2.93M
|
+113,865
|
+8%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$37.1M
|
+$34.1M
|
+1,324,909
|
+1,140%
|
|
|
9
|
Hamilton Wealth
Encino,
California
|
$34.4M
|
+$259K
|
+10,043
|
+0.8%
|
|
|
10
|
Level Four Advisory Services
Dallas,
Texas
|
$32.3M
|
+$448K
|
+17,395
|
+1%
|
|
|
11
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$25.1M
|
+$6.3M
|
+244,419
|
+33%
|
|
|
12
|
Meridian Wealth Management
Lexington,
Kentucky
|
$23.8M
|
+$1.76M
|
+68,355
|
+8%
|
|
|
13
|
Vise Technologies
New York
|
$20.4M
|
+$8.4M
|
+326,117
|
+70%
|
|
|
14
|
Adapt Wealth Advisors
Atlanta,
Georgia
|
$17.6M
|
-$996K
|
-38,645
|
-5%
|
|
|
15
|
Traction Financial Partners
Encampment,
Wyoming
|
$17.4M
|
+$4.51K
|
+175
|
+0%
|
|
|
16
|
Principle Wealth Partners
Madison,
Connecticut
|
$16.5M
|
-$878K
|
-34,095
|
-5%
|
|
|
17
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$14.3M
|
+$708K
|
+27,472
|
+5%
|
|
|
18
|
Guardian Financial Partners
Orange,
California
|
$13.6M
|
+$877K
|
+34,022
|
+7%
|
|
|
19
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$12.3M
|
+$1.12M
|
+43,568
|
+10%
|
|
|
20
|
World Investment Advisors
Santa Barbara,
California
|
$11.2M
|
–
|
–
|
–
|
|
|
21
|
Old Port Advisors
Portland,
Maine
|
$11.1M
|
+$1.16M
|
+45,034
|
+12%
|
|
|
22
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$10.9M
|
+$3.26M
|
+126,502
|
+42%
|
|
|
23
|
Prasad Wealth Partners
Independence,
Ohio
|
$9.75M
|
-$529K
|
-20,524
|
-5%
|
|
|
24
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
$9.62M
|
–
|
–
|
–
|
|
|
25
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$7.96M
|
-$1.81M
|
-70,162
|
-18%
|
|
