|
1
|
Stenger Family Office
Naperville,
Illinois
|
$29.7M
|
+$29.8M
|
+784,622
|
New
|
|
|
2
|
OxenFree Capital
Satellite Beach,
Florida
|
$27.9M
|
+$1.49M
|
+39,238
|
+6%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$21.6M
|
+$21.7M
|
+572,174
|
New
|
|
|
4
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$16.2M
|
+$16.2M
|
+427,594
|
New
|
|
|
5
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$16.1M
|
+$16.2M
|
+427,094
|
New
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$14.6M
|
+$1.15M
|
+30,243
|
+8%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$13.8M
|
+$312K
|
+8,229
|
+2%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.5M
|
-$160K
|
-4,208
|
-1%
|
|
|
9
|
Weaver Capital Management
Suwanee,
Georgia
|
$11.1M
|
-$65.4K
|
-1,723
|
-0.6%
|
|
|
10
|
United Advisor Group
Cincinnati,
Ohio
|
$9.89M
|
+$2.89M
|
+76,041
|
+41%
|
|
|
11
|
Holistic Planning
Nacogdoches,
Texas
|
$8.11M
|
+$4.73M
|
+124,589
|
+138%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$5.78M
|
+$895K
|
+23,587
|
+18%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.2M
|
+$1.25M
|
+32,997
|
+32%
|
|
|
14
|
Essex Financial Services
Essex,
Connecticut
|
$5.16M
|
+$184K
|
+4,845
|
+4%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$4.92M
|
+$340K
|
+8,953
|
+7%
|
|
|
16
|
Secured Retirement Advisors
St Louis Park,
Minnesota
|
$4.74M
|
-$28.8K
|
-760
|
-0.6%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.26M
|
+$91.3K
|
+2,406
|
+2%
|
|
|
18
|
Sage Capital Management
Stockton,
New Jersey
|
$3.7M
|
-$188K
|
-4,955
|
-5%
|
|
|
19
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$3.68M
|
+$313K
|
+8,251
|
+9%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$3.62M
|
+$338K
|
+8,901
|
+10%
|
|
|
21
|
Two Sigma Investments
New York
|
$3.59M
|
+$3.61M
|
+95,000
|
New
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3.49M
|
+$204K
|
+5,371
|
+6%
|
|
|
23
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$3.42M
|
+$2.97M
|
+78,157
|
+838%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.32M
|
-$23.6K
|
-622
|
-0.7%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.09M
|
+$770K
|
+20,288
|
+33%
|
|
