|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$413M
|
+$39.9M
|
+779,284
|
+11%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$55.5M
|
-$473K
|
-9,248
|
-0.8%
|
|
|
3
|
Richard P. Slaughter Associates
Austin,
Texas
|
$35.5M
|
-$2.77M
|
-54,044
|
-7%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$27.4M
|
+$6.97M
|
+136,143
|
+34%
|
|
|
5
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$23.4M
|
+$10M
|
+196,224
|
+76%
|
|
|
6
|
Congress Wealth Management
Boston,
Massachusetts
|
$20.3M
|
+$1.53M
|
+29,909
|
+8%
|
|
|
7
|
Requisite Capital Management
Dallas,
Texas
|
$15M
|
+$3.62M
|
+70,798
|
+32%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$9.99M
|
+$1.15M
|
+22,495
|
+13%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$8.72M
|
+$1.44M
|
+28,153
|
+20%
|
|
|
10
|
Kestra Private Wealth Services
Austin,
Texas
|
$8.49M
|
+$358K
|
+6,998
|
+4%
|
|
|
11
|
Country Club Bank
Kansas City,
Missouri
|
$7.97M
|
+$5.21M
|
+101,845
|
+191%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$7.79M
|
+$1.09M
|
+21,294
|
+16%
|
|
|
13
|
IFC Advisors
Los Angeles,
California
|
$7.61M
|
+$4.73M
|
+92,463
|
+164%
|
|
|
14
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$7.25M
|
+$437K
|
+8,533
|
+6%
|
|
|
15
|
Midland Wealth Advisors
Effingham,
Illinois
|
$7.17M
|
+$585K
|
+11,429
|
+9%
|
|
|
16
|
Independent Financial Group
San Diego,
California
|
$6.3M
|
+$1.75M
|
+34,219
|
+38%
|
|
|
17
|
TCFG Wealth Management
Laguna Niguel,
California
|
$5.96M
|
-$236K
|
-4,608
|
-4%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.18M
|
+$1.91M
|
+37,344
|
+84%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$4.11M
|
+$580K
|
+11,329
|
+16%
|
|
|
20
|
Parsons Capital Management
Providence,
Rhode Island
|
$3.42M
|
+$3.43M
|
+66,937
|
New
|
|
|
21
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$3.41M
|
-$46.5K
|
-909
|
-1%
|
|
|
22
|
Islay Capital Management
Lubbock,
Texas
|
$3.23M
|
+$1.26M
|
+24,650
|
+64%
|
|
|
23
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$3.15M
|
+$3.15M
|
+61,580
|
New
|
|
|
24
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$3.07M
|
+$33.2K
|
+648
|
+1%
|
|
|
25
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$2.94M
|
-$188K
|
-3,672
|
-6%
|
|
