|
1
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$48M
|
+$46.5M
|
+1,708,314
|
New
|
|
|
2
|
LPL Financial
San Diego,
California
|
$7.21M
|
+$439K
|
+16,158
|
+7%
|
|
|
3
|
NorthRock Partners
Minneapolis,
Minnesota
|
$5.7M
|
+$5.55M
|
+204,204
|
New
|
|
|
4
|
|
$4.01M
|
-$45.7K
|
-1,680
|
-1%
|
|
|
5
|
Isthmus Partners
Madison,
Wisconsin
|
$2.37M
|
+$41K
|
+1,506
|
+2%
|
|
|
6
|
|
$1.55M
|
-$49K
|
-1,800
|
-3%
|
|
|
7
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$1.47M
|
-$366K
|
-13,458
|
-21%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.41M
|
+$1.38M
|
+50,700
|
New
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$798K
|
–
|
–
|
–
|
|
|
10
|
Koshinski Asset Management
Decatur,
Illinois
|
$630K
|
+$614K
|
+22,584
|
New
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$612K
|
+$272K
|
+10,008
|
+84%
|
|
|
12
|
Advisor Group
Phoenix,
Arizona
|
$609K
|
–
|
–
|
–
|
|
|
13
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$597K
|
-$77K
|
-2,832
|
-12%
|
|
|
14
|
First Horizon Advisors
Memphis,
Tennessee
|
$543K
|
–
|
–
|
–
|
|
|
15
|
Private Trust Company
Cleveland,
Ohio
|
$513K
|
-$70.2K
|
-2,580
|
-12%
|
|
|
16
|
Hilltop Holdings
Dallas,
Texas
|
$505K
|
+$493K
|
+18,126
|
New
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$371K
|
+$22.7K
|
+834
|
+7%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$369K
|
-$20.4K
|
-750
|
-5%
|
|
|
19
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$312K
|
–
|
–
|
–
|
|
|
20
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$255K
|
–
|
–
|
–
|
|
|
21
|
Capital Investment Advisors
Atlanta,
Georgia
|
$229K
|
-$22K
|
-810
|
-9%
|
|
|
22
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$222K
|
+$217K
|
+7,968
|
New
|
|
|
23
|
MSI Financial Services
Springfield,
Massachusetts
|
$174K
|
-$1.14K
|
-42
|
-0.7%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$149K
|
-$12.2K
|
-450
|
-8%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$148K
|
-$44.1K
|
-1,620
|
-23%
|
|
