|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.45B
|
+$161M
|
+6,132,733
|
+12%
|
|
|
2
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$182M
|
+$39.8M
|
+1,520,265
|
+28%
|
|
|
3
|
Shufro Rose & Co
New York
|
$127M
|
+$11.1M
|
+424,090
|
+10%
|
|
|
4
|
Stratos Investment Management
Beachwood,
Ohio
|
$85M
|
+$1.41M
|
+53,803
|
+2%
|
|
|
5
|
Bank of New York Mellon
New York
|
$55.8M
|
+$924K
|
+35,264
|
+2%
|
|
|
6
|
Trilogy Capital
Irvine,
California
|
$42.3M
|
+$42.5M
|
+1,621,551
|
New
|
|
|
7
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$36.1M
|
+$1.58M
|
+60,425
|
+5%
|
|
|
8
|
Level Four Advisory Services
Dallas,
Texas
|
$35M
|
+$995K
|
+37,986
|
+3%
|
|
|
9
|
Hamilton Wealth
Encino,
California
|
$34.9M
|
+$1.72M
|
+65,735
|
+5%
|
|
|
10
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$32.9M
|
+$14.8M
|
+565,289
|
+81%
|
|
|
11
|
Meridian Wealth Management
Lexington,
Kentucky
|
$21.7M
|
+$21.8M
|
+832,218
|
New
|
|
|
12
|
Traction Financial Partners
Encampment,
Wyoming
|
$21M
|
+$876K
|
+33,435
|
+4%
|
|
|
13
|
Adapt Wealth Advisors
Atlanta,
Georgia
|
$18.6M
|
+$1.04M
|
+39,606
|
+6%
|
|
|
14
|
Principle Wealth Partners
Madison,
Connecticut
|
$18.5M
|
-$1.45M
|
-55,373
|
-7%
|
|
|
15
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$12.6M
|
+$3.39M
|
+129,314
|
+37%
|
|
|
16
|
Vise Technologies
New York
|
$12.1M
|
+$6.38M
|
+243,715
|
+110%
|
|
|
17
|
Guardian Financial Partners
Orange,
California
|
$11.7M
|
-$220K
|
-8,416
|
-2%
|
|
|
18
|
World Investment Advisors
Santa Barbara,
California
|
$10.3M
|
+$648K
|
+24,752
|
+7%
|
|
|
19
|
Prasad Wealth Partners
Independence,
Ohio
|
$10.1M
|
-$1.96M
|
-74,639
|
-16%
|
|
|
20
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$10.1M
|
+$1.2M
|
+45,715
|
+13%
|
|
|
21
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$9.76M
|
+$797K
|
+30,413
|
+9%
|
|
|
22
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
$9.12M
|
-$939K
|
-35,838
|
-9%
|
|
|
23
|
Old Port Advisors
Portland,
Maine
|
$8.85M
|
+$1.03M
|
+39,460
|
+13%
|
|
|
24
|
Nixon Peabody Trust
Boston,
Massachusetts
|
$7.23M
|
+$864K
|
+32,970
|
+13%
|
|
|
25
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$7.13M
|
+$304K
|
+11,612
|
+4%
|
|
