|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$458M
|
+$45M
|
+881,145
|
+11%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$55M
|
-$490K
|
-9,576
|
-0.9%
|
|
|
3
|
Richard P. Slaughter Associates
Austin,
Texas
|
$35.5M
|
+$80.3K
|
+1,570
|
+0.2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$24.7M
|
-$2.68M
|
-52,362
|
-10%
|
|
|
5
|
Congress Wealth Management
Boston,
Massachusetts
|
$22.5M
|
+$2.11M
|
+41,358
|
+10%
|
|
|
6
|
Requisite Capital Management
Dallas,
Texas
|
$18.9M
|
+$3.99M
|
+78,045
|
+27%
|
|
|
7
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$18.7M
|
-$4.53M
|
-88,627
|
-19%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$11.6M
|
+$1.57M
|
+30,632
|
+16%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$11M
|
+$2.29M
|
+44,853
|
+26%
|
|
|
10
|
Country Club Bank
Kansas City,
Missouri
|
$8.78M
|
+$816K
|
+15,953
|
+10%
|
|
|
11
|
Kestra Private Wealth Services
Austin,
Texas
|
$8.67M
|
+$178K
|
+3,488
|
+2%
|
|
|
12
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$8.27M
|
+$5.13M
|
+100,390
|
+163%
|
|
|
13
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$8.24M
|
+$989K
|
+19,337
|
+14%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$8.15M
|
+$367K
|
+7,176
|
+5%
|
|
|
15
|
Midland Wealth Advisors
Effingham,
Illinois
|
$7.93M
|
+$759K
|
+14,838
|
+11%
|
|
|
16
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$7.58M
|
+$4.8M
|
+93,992
|
+172%
|
|
|
17
|
IFC Advisors
Los Angeles,
California
|
$7.47M
|
-$142K
|
-2,787
|
-2%
|
|
|
18
|
Independent Financial Group
San Diego,
California
|
$6.72M
|
+$431K
|
+8,424
|
+7%
|
|
|
19
|
Vise Technologies
New York
|
$5.74M
|
+$5.74M
|
+112,322
|
New
|
|
|
20
|
TCFG Wealth Management
Laguna Niguel,
California
|
$5.4M
|
-$562K
|
-11,001
|
-9%
|
|
|
21
|
Parsons Capital Management
Providence,
Rhode Island
|
$4.8M
|
+$1.38M
|
+27,090
|
+40%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$4.59M
|
+$488K
|
+9,544
|
+12%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.5M
|
+$325K
|
+6,349
|
+8%
|
|
|
24
|
Bulwark Capital
Fernandina Beach,
Florida
|
$4.23M
|
+$4.23M
|
+82,834
|
New
|
|
|
25
|
Islay Capital Management
Lubbock,
Texas
|
$3.98M
|
+$754K
|
+14,752
|
+23%
|
|
