|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$92.2M
|
+$6.42M
|
+231,172
|
+8%
|
|
|
2
|
Channel Wealth
Santa Barbara,
California
|
$11.2M
|
+$2.49M
|
+89,829
|
+31%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$9.37M
|
+$6.01M
|
+216,442
|
+215%
|
|
|
4
|
Cooper Capital Advisors
Encinitas,
California
|
$8.88M
|
+$8.35M
|
+300,578
|
New
|
|
|
5
|
Financial Designs
Claremont,
California
|
$7.3M
|
+$6.85M
|
+246,858
|
New
|
|
|
6
|
Adapt Wealth Advisors
Atlanta,
Georgia
|
$5.73M
|
+$5.15M
|
+185,482
|
+2,180%
|
|
|
7
|
Financial Management Network
Mission Viejo,
California
|
$4.4M
|
+$2.65M
|
+95,578
|
+181%
|
|
|
8
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$4.09M
|
+$3.84M
|
+138,452
|
New
|
|
|
9
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$4.04M
|
+$348K
|
+12,518
|
+10%
|
|
|
10
|
Fermata Advisors
Sonoma,
California
|
$2.31M
|
+$2.17M
|
+78,235
|
New
|
|
|
11
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.29M
|
+$2.16M
|
+77,655
|
New
|
|
|
12
|
GTS Securities
Miami,
Florida
|
$2.24M
|
+$1.44M
|
+51,936
|
+217%
|
|
|
13
|
|
$1.51M
|
+$1.42M
|
+51,170
|
New
|
|
|
14
|
Bank of New York Mellon
New York
|
$1.22M
|
+$360K
|
+12,958
|
+46%
|
|
|
15
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$890K
|
+$793K
|
+28,551
|
+1,826%
|
|
|
16
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$851K
|
+$799K
|
+28,789
|
New
|
|
|
17
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$772K
|
+$726K
|
+26,136
|
New
|
|
|
18
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$643K
|
+$604K
|
+21,752
|
New
|
|
|
19
|
Patten Group
Chattanooga,
Tennessee
|
$434K
|
+$408K
|
+14,697
|
New
|
|
|
20
|
Nautilus Advisors
La Jolla,
California
|
$356K
|
+$335K
|
+12,047
|
New
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$119K
|
+$112K
|
+4,022
|
New
|
|
|
22
|
ORG Partners
Roanoke,
Indiana
|
$40.3K
|
+$37.8K
|
+1,360
|
New
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
–
|
-$8.48K
|
-321
|
Closed
|
|
