|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.07B
|
-$349M
|
-13,379,832
|
-24%
|
|
|
2
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$208M
|
+$28.2M
|
+1,082,502
|
+16%
|
|
|
3
|
Shufro Rose & Co
New York
|
$132M
|
+$6.47M
|
+248,343
|
+5%
|
|
|
4
|
Stratos Investment Management
Beachwood,
Ohio
|
$88.3M
|
+$4.36M
|
+167,244
|
+5%
|
|
|
5
|
Bank of New York Mellon
New York
|
$56.9M
|
+$1.8M
|
+69,182
|
+3%
|
|
|
6
|
Trilogy Capital
Irvine,
California
|
$50M
|
+$8.38M
|
+321,661
|
+20%
|
|
|
7
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$37.8M
|
+$2.13M
|
+81,871
|
+6%
|
|
|
8
|
Hamilton Wealth
Encino,
California
|
$34.2M
|
-$283K
|
-10,867
|
-0.8%
|
|
|
9
|
Level Four Advisory Services
Dallas,
Texas
|
$31.9M
|
-$2.71M
|
-104,100
|
-8%
|
|
|
10
|
Meridian Wealth Management
Lexington,
Kentucky
|
$22M
|
+$601K
|
+23,052
|
+3%
|
|
|
11
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$18.9M
|
-$13.8M
|
-527,868
|
-42%
|
|
|
12
|
Adapt Wealth Advisors
Atlanta,
Georgia
|
$18.6M
|
+$244K
|
+9,375
|
+1%
|
|
|
13
|
Traction Financial Partners
Encampment,
Wyoming
|
$17.4M
|
-$3.38M
|
-129,564
|
-16%
|
|
|
14
|
Principle Wealth Partners
Madison,
Connecticut
|
$17.4M
|
-$896K
|
-34,373
|
-5%
|
|
|
15
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$13.7M
|
+$1.26M
|
+48,490
|
+10%
|
|
|
16
|
Guardian Financial Partners
Orange,
California
|
$12.8M
|
+$1.17M
|
+45,029
|
+10%
|
|
|
17
|
Vise Technologies
New York
|
$12.1M
|
–
|
–
|
–
|
|
|
18
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$11.3M
|
+$1.33M
|
+50,990
|
+13%
|
|
|
19
|
World Investment Advisors
Santa Barbara,
California
|
$11.2M
|
+$1.07M
|
+41,222
|
+10%
|
|
|
20
|
Prasad Wealth Partners
Independence,
Ohio
|
$10.3M
|
+$322K
|
+12,353
|
+3%
|
|
|
21
|
Old Port Advisors
Portland,
Maine
|
$9.94M
|
+$1.21M
|
+46,601
|
+14%
|
|
|
22
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$9.77M
|
+$131K
|
+5,031
|
+1%
|
|
|
23
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
$9.63M
|
+$626K
|
+24,047
|
+7%
|
|
|
24
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$7.66M
|
+$654K
|
+25,114
|
+9%
|
|
|
25
|
Tenzing Financial
Williamsburg,
Virginia
|
$7.6M
|
+$1.2M
|
+46,157
|
+19%
|
|
