|
1
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$62.9M
|
+$5.78M
|
+193,848
|
+10%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$9.95M
|
+$1.02M
|
+34,374
|
+12%
|
|
|
3
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$7.84M
|
+$3.14M
|
+105,474
|
+68%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.7M
|
+$5.64M
|
+189,270
|
New
|
|
|
5
|
|
$4.47M
|
+$10.9K
|
+366
|
+0.2%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$4.42M
|
+$2.43M
|
+81,612
|
+123%
|
|
|
7
|
Isthmus Partners
Madison,
Wisconsin
|
$2.54M
|
-$49.7K
|
-1,668
|
-2%
|
|
|
8
|
|
$1.61M
|
-$66.2K
|
-2,220
|
-4%
|
|
|
9
|
Great Lakes Advisors
Chicago,
Illinois
|
$1.57M
|
-$1.37M
|
-45,858
|
-47%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.48M
|
-$138K
|
-4,632
|
-9%
|
|
|
11
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$1.42M
|
+$8.76K
|
+294
|
+0.6%
|
|
|
12
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.24M
|
+$182K
|
+6,096
|
+17%
|
|
|
13
|
NorthRock Partners
Minneapolis,
Minnesota
|
$1.1M
|
-$1.64M
|
-54,972
|
-60%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$981K
|
+$163K
|
+5,466
|
+20%
|
|
|
15
|
Advisor Group
Phoenix,
Arizona
|
$735K
|
+$18.1K
|
+606
|
+3%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$728K
|
+$323K
|
+10,848
|
+81%
|
|
|
17
|
Private Trust Company
Cleveland,
Ohio
|
$554K
|
–
|
–
|
–
|
|
|
18
|
First Horizon Advisors
Memphis,
Tennessee
|
$547K
|
–
|
–
|
–
|
|
|
19
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$521K
|
-$35.2K
|
-1,182
|
-6%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$455K
|
-$2.5K
|
-84
|
-0.6%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$441K
|
+$436K
|
+14,640
|
New
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$428K
|
–
|
–
|
–
|
|
|
23
|
|
$402K
|
+$397K
|
+13,326
|
New
|
|
|
24
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$337K
|
–
|
–
|
–
|
|
|
25
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$276K
|
–
|
–
|
–
|
|
