|
1
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$65.1M
|
+$1.56M
|
+15,511
|
+2%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$18.2M
|
+$16.9M
|
+168,419
|
+1,311%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$16.1M
|
+$1.76M
|
+17,461
|
+12%
|
|
|
4
|
|
$12.8M
|
+$2.91M
|
+28,913
|
+29%
|
|
|
5
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$11.6M
|
-$1.45M
|
-14,412
|
-11%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$10.4M
|
-$798K
|
-7,929
|
-7%
|
|
|
7
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$9.51M
|
-$960K
|
-9,543
|
-9%
|
|
|
8
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$8.12M
|
-$25.1K
|
-250
|
-0.3%
|
|
|
9
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$7.7M
|
+$486K
|
+4,832
|
+7%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$7.26M
|
+$1.53M
|
+15,175
|
+27%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.01M
|
+$4.33M
|
+43,046
|
+161%
|
|
|
12
|
Hughes Financial Services
Herndon,
Virginia
|
$6.91M
|
+$5.38M
|
+53,439
|
+348%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.2M
|
+$3.2M
|
+31,842
|
+160%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$5.01M
|
+$4.16M
|
+41,358
|
+487%
|
|
|
15
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$4.94M
|
-$23.2K
|
-231
|
-0.5%
|
|
|
16
|
Gleason Group
Prospect,
Kentucky
|
$4.77M
|
+$3.85M
|
+38,324
|
+419%
|
|
|
17
|
Firestone Capital Management
Coral Gables,
Florida
|
$4.57M
|
+$432K
|
+4,297
|
+10%
|
|
|
18
|
Altiora Financial Group
Lebanon,
Ohio
|
$4.23M
|
+$489K
|
+4,858
|
+13%
|
|
|
19
|
MGO Private Wealth
Irvine,
California
|
$4.15M
|
+$1.63M
|
+16,159
|
+64%
|
|
|
20
|
PrairieView Partners
St. Paul,
Minnesota
|
$4.11M
|
+$1.39M
|
+13,778
|
+51%
|
|
|
21
|
Brown Advisory
Baltimore,
Maryland
|
$3.99M
|
+$2.05M
|
+20,351
|
+105%
|
|
|
22
|
|
$3.99M
|
+$3.99M
|
+39,707
|
New
|
|
|
23
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$3.63M
|
+$3.63M
|
+36,084
|
New
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.56M
|
+$1.68M
|
+16,693
|
+89%
|
|
|
25
|
|
$3.43M
|
-$726K
|
-7,218
|
-17%
|
|
