|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$910M
|
+$228M
|
+8,804,390
|
+33%
|
|
|
2
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$75.7M
|
+$34.6M
|
+1,335,444
|
+82%
|
|
|
3
|
Stratos Investment Management
Beachwood,
Ohio
|
$50M
|
-$259K
|
-10,010
|
-0.5%
|
|
|
4
|
Shufro Rose & Co
New York
|
$47.1M
|
+$47.7M
|
+1,844,088
|
New
|
|
|
5
|
Hamilton Wealth
Encino,
California
|
$40.6M
|
+$7.59M
|
+293,069
|
+23%
|
|
|
6
|
Principle Wealth Partners
Madison,
Connecticut
|
$27.6M
|
-$1.94M
|
-75,019
|
-6%
|
|
|
7
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$15.2M
|
+$375K
|
+14,483
|
+3%
|
|
|
8
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$14.7M
|
-$844K
|
-32,589
|
-5%
|
|
|
9
|
Prasad Wealth Partners
Independence,
Ohio
|
$12.4M
|
+$12.6M
|
+487,842
|
New
|
|
|
10
|
Adapt Wealth Advisors
Atlanta,
Georgia
|
$10.6M
|
+$1.79M
|
+69,280
|
+20%
|
|
|
11
|
Guardian Financial Partners
Orange,
California
|
$10.3M
|
+$406K
|
+15,667
|
+4%
|
|
|
12
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
$9.61M
|
+$3.26M
|
+125,979
|
+50%
|
|
|
13
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$8.96M
|
-$188K
|
-7,261
|
-2%
|
|
|
14
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$8.68M
|
+$8.8M
|
+340,034
|
New
|
|
|
15
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$7.32M
|
+$1.27M
|
+49,143
|
+21%
|
|
|
16
|
World Investment Advisors
Santa Barbara,
California
|
$6.78M
|
-$9.09K
|
-351
|
-0.1%
|
|
|
17
|
|
$4.23M
|
+$4.29M
|
+165,609
|
New
|
|
|
18
|
Spectrum Investment Advisors
Mequon,
Wisconsin
|
$4.13M
|
+$4.19M
|
+161,671
|
New
|
|
|
19
|
ALPS Advisors
Denver,
Colorado
|
$3.91M
|
+$3.96M
|
+153,037
|
New
|
|
|
20
|
Riverbend Wealth Management
Myrtle Beach,
South Carolina
|
$2.73M
|
+$2.77M
|
+106,830
|
New
|
|
|
21
|
|
$2.47M
|
+$882K
|
+34,077
|
+54%
|
|
|
22
|
Old Mission Capital
Chicago,
Illinois
|
$2.33M
|
+$2.36M
|
+91,182
|
New
|
|
|
23
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$2.22M
|
+$1.36M
|
+52,503
|
+152%
|
|
|
24
|
Fermata Advisors
Sonoma,
California
|
$2.04M
|
-$214K
|
-8,250
|
-9%
|
|
|
25
|
Triumph Capital Management
Denver,
Colorado
|
$1.93M
|
+$148K
|
+5,702
|
+8%
|
|
