|
1
|
|
$75.5M
|
+$13.5M
|
+280,738
|
+22%
|
|
|
2
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$35.5M
|
+$35.7M
|
+740,232
|
New
|
|
|
3
|
LPL Financial
San Diego,
California
|
$33.2M
|
-$1.09M
|
-22,658
|
-3%
|
|
|
4
|
Odyssey Group
Lancaster,
Pennsylvania
|
$21M
|
+$21.1M
|
+438,675
|
New
|
|
|
5
|
Tidal Investments
Milwaukee,
Wisconsin
|
$13.7M
|
+$13.1M
|
+272,149
|
+2,077%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$12.7M
|
+$2.24M
|
+46,577
|
+21%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.3M
|
+$1.14M
|
+23,768
|
+12%
|
|
|
8
|
MML Investors Services
Springfield,
Massachusetts
|
$10.2M
|
+$1.9M
|
+39,547
|
+23%
|
|
|
9
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$5.98M
|
-$319K
|
-6,621
|
-5%
|
|
|
10
|
Luminist Capital
Grand Rapids,
Michigan
|
$5.6M
|
+$498K
|
+10,336
|
+10%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$4.35M
|
-$2.82M
|
-58,488
|
-39%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$4.15M
|
-$389K
|
-8,075
|
-9%
|
|
|
13
|
Insight Wealth Partners
Plano,
Texas
|
$3.51M
|
+$689K
|
+14,305
|
+24%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3.05M
|
-$55.7K
|
-1,156
|
-2%
|
|
|
15
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$2.87M
|
+$34.3K
|
+712
|
+1%
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.67M
|
-$450K
|
-9,342
|
-14%
|
|
|
17
|
EP Wealth Advisors
Torrance,
California
|
$2.59M
|
-$212K
|
-4,396
|
-8%
|
|
|
18
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$2.12M
|
+$294K
|
+6,104
|
+16%
|
|
|
19
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$2.07M
|
-$261K
|
-5,424
|
-11%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$2.04M
|
+$988K
|
+20,517
|
+93%
|
|
|
21
|
Integrity Alliance
Urbandale,
Iowa
|
$1.79M
|
+$72.7K
|
+1,510
|
+4%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.42M
|
-$50K
|
-1,039
|
-3%
|
|
|
23
|
KPP Advisory Services
Louisville,
Kentucky
|
$1.38M
|
–
|
–
|
–
|
|
|
24
|
4Wealth Advisors
Burr Ridge,
Illinois
|
$1.12M
|
-$348K
|
-7,233
|
-24%
|
|
|
25
|
IFP Advisors
Tampa,
Florida
|
$1.05M
|
+$289
|
+6
|
+0%
|
|
