|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$243M
|
+$243M
|
+4,772,916
|
New
|
|
|
2
|
Gratus Capital
Atlanta,
Georgia
|
$53.3M
|
+$2.47M
|
+48,630
|
+5%
|
|
|
3
|
Requisite Capital Management
Dallas,
Texas
|
$6.65M
|
+$58.2K
|
+1,146
|
+0.9%
|
|
|
4
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$5.33M
|
+$1.68M
|
+33,146
|
+46%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$4.96M
|
+$2.28M
|
+44,829
|
+85%
|
|
|
6
|
Congress Wealth Management
Boston,
Massachusetts
|
$4.46M
|
+$1.39M
|
+27,400
|
+45%
|
|
|
7
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$3.69M
|
+$2.53M
|
+49,851
|
+221%
|
|
|
8
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$3.36M
|
+$947K
|
+18,643
|
+39%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$3.35M
|
+$1.48M
|
+29,171
|
+80%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$3.06M
|
+$1.7M
|
+33,390
|
+125%
|
|
|
11
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$3.05M
|
+$2.16M
|
+42,500
|
+244%
|
|
|
12
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$2.81M
|
-$248K
|
-4,876
|
-8%
|
|
|
13
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$2.78M
|
+$2.78M
|
+54,705
|
New
|
|
|
14
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2.77M
|
+$2.47M
|
+48,510
|
+810%
|
|
|
15
|
Lewis Asset Management
Lafayette,
California
|
$2.2M
|
+$81K
|
+1,594
|
+4%
|
|
|
16
|
Secure Asset Management
Troy,
Michigan
|
$1.49M
|
+$91.7K
|
+1,804
|
+7%
|
|
|
17
|
Independent Financial Group
San Diego,
California
|
$1.28M
|
+$232K
|
+4,557
|
+22%
|
|
|
18
|
Islay Capital Management
Lubbock,
Texas
|
$1.27M
|
+$384K
|
+7,550
|
+43%
|
|
|
19
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.25M
|
-$1.31M
|
-25,721
|
-51%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$793K
|
+$19.7K
|
+387
|
+3%
|
|
|
21
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$612K
|
-$1.19M
|
-23,404
|
-66%
|
|
|
22
|
Concurrent Investment Advisors
Tampa,
Florida
|
$503K
|
-$30.6K
|
-602
|
-6%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$357K
|
+$350K
|
+6,882
|
+5,253%
|
|
|
24
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$329K
|
-$81.6K
|
-1,606
|
-20%
|
|
|
25
|
Richard P. Slaughter Associates
Austin,
Texas
|
$268K
|
+$267K
|
+5,261
|
New
|
|
