|
1
|
Wealthquest
Cincinnati,
Ohio
|
$37.7M
|
-$993K
|
-20,526
|
-3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$32.1M
|
+$10.7M
|
+221,153
|
+51%
|
|
|
3
|
|
$23.3M
|
+$7.44M
|
+153,645
|
+47%
|
|
|
4
|
Boothe Investment Group
Dover,
Delaware
|
$19.6M
|
-$3.18M
|
-65,762
|
-14%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.5M
|
+$835K
|
+17,242
|
+5%
|
|
|
6
|
Kestra Advisory Services
Austin,
Texas
|
$7.29M
|
-$805K
|
-16,636
|
-10%
|
|
|
7
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$4.86M
|
+$4.82M
|
+99,669
|
New
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$4.72M
|
+$2.52M
|
+51,979
|
+116%
|
|
|
9
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.73M
|
+$2.24M
|
+46,282
|
+154%
|
|
|
10
|
49 Wealth Management
Austin,
Texas
|
$3.72M
|
+$613K
|
+12,658
|
+20%
|
|
|
11
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$3.62M
|
-$772K
|
-15,947
|
-18%
|
|
|
12
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$3.57M
|
+$1.29M
|
+26,605
|
+56%
|
|
|
13
|
Atria Investments
Charlotte,
North Carolina
|
$3.19M
|
+$424K
|
+8,753
|
+15%
|
|
|
14
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$2.98M
|
-$312K
|
-6,446
|
-9%
|
|
|
15
|
|
$2.93M
|
+$2.9M
|
+60,000
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$2.49M
|
+$931K
|
+19,231
|
+60%
|
|
|
17
|
EP Wealth Advisors
Torrance,
California
|
$1.8M
|
+$1.78M
|
+36,832
|
New
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.66M
|
+$1.3M
|
+26,935
|
+376%
|
|
|
19
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.3M
|
+$399K
|
+8,234
|
+45%
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
$1.17M
|
+$104K
|
+2,159
|
+10%
|
|
|
21
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.17M
|
-$2.18M
|
-45,129
|
-65%
|
|
|
22
|
WBI Investments
Red Bank,
New Jersey
|
$1.07M
|
-$15.3K
|
-317
|
-1%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$1.01M
|
+$110K
|
+2,264
|
+12%
|
|
|
24
|
IHT Wealth Management
Chicago,
Illinois
|
$979K
|
+$5.03K
|
+104
|
+0.5%
|
|
|
25
|
Equitable Holdings
New York
|
$874K
|
+$297K
|
+6,146
|
+52%
|
|
