|
1
|
Castle Wealth Management
West Palm Beach,
Florida
|
$11.6M
|
+$73.4K
|
+1,421
|
+0.6%
|
|
|
2
|
Stifel Financial
St. Louis,
Missouri
|
$10.7M
|
+$1.5M
|
+29,113
|
+16%
|
|
|
3
|
SteelPeak Wealth
Woodland Hills,
California
|
$10M
|
+$2.26M
|
+43,837
|
+29%
|
|
|
4
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$9.74M
|
+$1.41M
|
+27,290
|
+17%
|
|
|
5
|
4J Wealth Management
Alexandria,
Virginia
|
$8.44M
|
+$953K
|
+18,458
|
+13%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.52M
|
+$2.72M
|
+52,708
|
+56%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.07M
|
+$3.88M
|
+75,121
|
+1,610%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$3.61M
|
+$2.4M
|
+46,421
|
+191%
|
|
|
9
|
Aviso Wealth Management
Bellevue,
Washington
|
$3.53M
|
+$642K
|
+12,441
|
+22%
|
|
|
10
|
Flavin Financial Services
Melbourne,
Florida
|
$3.48M
|
+$777K
|
+15,047
|
+28%
|
|
|
11
|
|
$3.17M
|
+$3.21M
|
+62,165
|
New
|
|
|
12
|
True Wealth Design
Akron,
Ohio
|
$2.12M
|
-$43.7K
|
-847
|
-2%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.05M
|
+$688K
|
+13,326
|
+50%
|
|
|
14
|
Turning Point Benefit Group
Frederick,
Maryland
|
$1.9M
|
+$1.27M
|
+24,602
|
+180%
|
|
|
15
|
River Street Advisors
Aurora,
Illinois
|
$1.9M
|
+$793K
|
+15,365
|
+70%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.6M
|
+$794K
|
+15,371
|
+96%
|
|
|
17
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$1.51M
|
+$1.52M
|
+29,507
|
New
|
|
|
18
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$1.42M
|
-$170K
|
-3,286
|
-11%
|
|
|
19
|
Strategic Financial Concepts
San Antonio,
Texas
|
$1.2M
|
+$920K
|
+17,811
|
+317%
|
|
|
20
|
Alexander Labrunerie & Co
Columbia,
Missouri
|
$997K
|
–
|
–
|
–
|
|
|
21
|
OneAscent Financial Services
Birmingham,
Alabama
|
$994K
|
+$1M
|
+19,466
|
New
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$980K
|
-$204K
|
-3,961
|
-17%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$976K
|
+$310K
|
+6,013
|
+46%
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$798K
|
-$123K
|
-2,380
|
-13%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$777K
|
+$786K
|
+15,229
|
New
|
|
