|
1
|
GeoWealth Management
Chicago,
Illinois
|
$15.8M
|
+$15.6M
|
+539,573
|
New
|
|
|
2
|
Arete Wealth Advisors
Chicago,
Illinois
|
$7.48M
|
-$6.96M
|
-241,292
|
-49%
|
|
|
3
|
NFP Retirement Inc
Aliso Viejo,
California
|
$6.16M
|
+$1.06M
|
+36,670
|
+21%
|
|
|
4
|
Trust Company of Kansas
Wichita,
Kansas
|
$5.56M
|
+$1.96M
|
+68,084
|
+56%
|
|
|
5
|
Masso Torrence Wealth Management
Marlton,
New Jersey
|
$5.13M
|
+$1.92M
|
+66,683
|
+62%
|
|
|
6
|
Harbor Group
Bedford,
New Hampshire
|
$4.66M
|
+$225K
|
+7,787
|
+5%
|
|
|
7
|
Linscomb Wealth
Houston,
Texas
|
$4.29M
|
+$2.67M
|
+92,452
|
+172%
|
|
|
8
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$3.88M
|
+$730K
|
+25,289
|
+24%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.87M
|
-$73.9K
|
-2,561
|
-2%
|
|
|
10
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$3.31M
|
+$491K
|
+17,018
|
+18%
|
|
|
11
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$3.15M
|
+$500K
|
+17,338
|
+19%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.63M
|
+$460K
|
+15,928
|
+22%
|
|
|
13
|
Summit Asset Management
Memphis,
Tennessee
|
$2.54M
|
+$114K
|
+3,952
|
+5%
|
|
|
14
|
ERn Financial LLC
Middleton,
Wisconsin
|
$2.38M
|
+$1.85M
|
+63,983
|
+375%
|
|
|
15
|
Holloway Wealth Management
Gainesville,
Florida
|
$2.36M
|
–
|
–
|
–
|
|
|
16
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$2.34M
|
+$799K
|
+27,680
|
+53%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.24M
|
-$1.03M
|
-35,677
|
-32%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.06M
|
+$834K
|
+28,902
|
+70%
|
|
|
19
|
Financial Connections Group
Corte Madera,
California
|
$1.93M
|
-$122K
|
-4,231
|
-6%
|
|
|
20
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$1.8M
|
+$105K
|
+3,649
|
+6%
|
|
|
21
|
American Portfolios Advisors
Holbrook,
New York
|
$1.6M
|
+$1.55M
|
+53,839
|
+7,626%
|
|
|
22
|
WNY Asset Management
Williamsville,
New York
|
$1.34M
|
+$13K
|
+450
|
+1%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.25M
|
+$246K
|
+8,510
|
+25%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$1.21M
|
+$337K
|
+11,684
|
+39%
|
|
|
25
|
MAI Capital Management
Independence,
Ohio
|
$1.2M
|
+$270K
|
+9,349
|
+30%
|
|
