|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.29B
|
+$146M
|
+5,635,337
|
+13%
|
|
|
2
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$143M
|
+$8.07M
|
+311,278
|
+6%
|
|
|
3
|
Shufro Rose & Co
New York
|
$115M
|
-$1.2M
|
-46,349
|
-1%
|
|
|
4
|
Stratos Investment Management
Beachwood,
Ohio
|
$83.9M
|
-$2.15M
|
-82,775
|
-3%
|
|
|
5
|
Bank of New York Mellon
New York
|
$55M
|
+$4.36M
|
+167,960
|
+9%
|
|
|
6
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$34.6M
|
+$4.95M
|
+191,008
|
+17%
|
|
|
7
|
Level Four Advisory Services
Dallas,
Texas
|
$34.1M
|
+$846K
|
+32,601
|
+3%
|
|
|
8
|
Hamilton Wealth
Encino,
California
|
$33.3M
|
+$3.57M
|
+137,645
|
+12%
|
|
|
9
|
Traction Financial Partners
Encampment,
Wyoming
|
$20.2M
|
+$2.59M
|
+99,670
|
+15%
|
|
|
10
|
Principle Wealth Partners
Madison,
Connecticut
|
$20M
|
-$491K
|
-18,932
|
-2%
|
|
|
11
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$18.2M
|
+$7.58M
|
+292,084
|
+73%
|
|
|
12
|
Adapt Wealth Advisors
Atlanta,
Georgia
|
$17.6M
|
+$1.6M
|
+61,529
|
+10%
|
|
|
13
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$12.5M
|
-$9.44M
|
-364,091
|
-43%
|
|
|
14
|
Prasad Wealth Partners
Independence,
Ohio
|
$12.1M
|
+$1.64M
|
+63,166
|
+16%
|
|
|
15
|
Guardian Financial Partners
Orange,
California
|
$12M
|
+$370K
|
+14,283
|
+3%
|
|
|
16
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
$10.1M
|
–
|
–
|
–
|
|
|
17
|
World Investment Advisors
Santa Barbara,
California
|
$9.68M
|
+$1.25M
|
+48,275
|
+15%
|
|
|
18
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$9.22M
|
+$1.47M
|
+56,602
|
+19%
|
|
|
19
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$9M
|
+$168K
|
+6,468
|
+2%
|
|
|
20
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$8.92M
|
+$460K
|
+17,752
|
+5%
|
|
|
21
|
Old Port Advisors
Portland,
Maine
|
$7.85M
|
+$1.05M
|
+40,573
|
+16%
|
|
|
22
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$6.85M
|
+$772K
|
+29,763
|
+13%
|
|
|
23
|
Nixon Peabody Trust
Boston,
Massachusetts
|
$6.39M
|
+$188K
|
+7,239
|
+3%
|
|
|
24
|
Vise Technologies
New York
|
$5.79M
|
-$11.2M
|
-432,502
|
-66%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$4.73M
|
+$3.3M
|
+127,367
|
+239%
|
|
