|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.5M
|
+$5.15M
|
+51,305
|
+63%
|
|
|
2
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$8.1M
|
+$8.03M
|
+80,008
|
New
|
|
|
3
|
|
$2.88M
|
+$1.39M
|
+13,810
|
+94%
|
|
|
4
|
Joel Isaacson & Co
New York
|
$2.32M
|
+$269K
|
+2,680
|
+13%
|
|
|
5
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$1.45M
|
+$294K
|
+2,934
|
+26%
|
|
|
6
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.39M
|
+$2.91K
|
+29
|
+0.2%
|
|
|
7
|
|
$945K
|
+$937K
|
+9,341
|
New
|
|
|
8
|
Atria Investments
Charlotte,
North Carolina
|
$874K
|
+$867K
|
+8,642
|
New
|
|
|
9
|
Luminvest Wealth Management
Scottsdale,
Arizona
|
$632K
|
+$420K
|
+4,189
|
+202%
|
|
|
10
|
25 LLC
St. Louis,
Missouri
|
$624K
|
+$618K
|
+6,163
|
New
|
|
|
11
|
Beacon Pointe Advisors
Newport Beach,
California
|
$564K
|
-$97.2K
|
-969
|
-15%
|
|
|
12
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$544K
|
+$540K
|
+5,380
|
New
|
|
|
13
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$542K
|
+$292K
|
+2,907
|
+119%
|
|
|
14
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$515K
|
+$511K
|
+5,092
|
New
|
|
|
15
|
Choreo LLC
Rockford,
Illinois
|
$502K
|
+$498K
|
+4,959
|
New
|
|
|
16
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$456K
|
-$49.8K
|
-496
|
-10%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$409K
|
+$405K
|
+4,039
|
New
|
|
|
18
|
Elser Financial Planning
Indianapolis,
Indiana
|
$357K
|
+$354K
|
+3,532
|
New
|
|
|
19
|
Financial Management Network
Mission Viejo,
California
|
$354K
|
+$353K
|
+3,514
|
New
|
|
|
20
|
Kestra Private Wealth Services
Austin,
Texas
|
$303K
|
+$80.6K
|
+803
|
+37%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$278K
|
+$276K
|
+2,748
|
New
|
|
|
22
|
Lakewood Asset Management
Naperville,
Illinois
|
$252K
|
+$5.82K
|
+58
|
+2%
|
|
|
23
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$251K
|
+$249K
|
+2,483
|
New
|
|
|
24
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$250K
|
+$248K
|
+2,475
|
New
|
|
|
25
|
Silver Oak Advisory Group
Portland,
Oregon
|
$225K
|
–
|
–
|
–
|
|
