|
1
|
LPL Financial
San Diego,
California
|
$61.8M
|
+$7.17M
|
+217,930
|
+13%
|
|
|
2
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
$41.3M
|
+$1.84M
|
+55,855
|
+5%
|
|
|
3
|
|
$28M
|
+$5.93M
|
+180,251
|
+27%
|
|
|
4
|
Cary Street Partners
Richmond,
Virginia
|
$11.7M
|
+$959K
|
+29,156
|
+9%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$9.78M
|
+$1.83M
|
+55,529
|
+23%
|
|
|
6
|
Castle Wealth Management
West Palm Beach,
Florida
|
$9.32M
|
+$285K
|
+8,657
|
+3%
|
|
|
7
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$7.95M
|
-$80.7K
|
-2,453
|
-1%
|
|
|
8
|
Solutions 4 Wealth
Southlake,
Texas
|
$7.89M
|
+$1.43M
|
+43,526
|
+22%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.27M
|
+$1.11M
|
+33,601
|
+18%
|
|
|
10
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$6.63M
|
+$6.65M
|
+202,105
|
New
|
|
|
11
|
Compass Financial Services
West Des Moines,
Iowa
|
$5.74M
|
+$533K
|
+16,209
|
+10%
|
|
|
12
|
Central Trust Company
Jefferson City,
Missouri
|
$5.72M
|
+$1.65M
|
+50,006
|
+40%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$5.16M
|
+$568K
|
+17,250
|
+12%
|
|
|
14
|
Private Capital Management (Florida)
Naples,
Florida
|
$4.05M
|
+$291K
|
+8,831
|
+8%
|
|
|
15
|
EP Wealth Advisors
Torrance,
California
|
$4.03M
|
+$4.04M
|
+122,881
|
New
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$3.81M
|
–
|
–
|
–
|
|
|
17
|
|
$3.15M
|
+$2.05M
|
+62,329
|
+181%
|
|
|
18
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$3.14M
|
+$2.03M
|
+61,636
|
+181%
|
|
|
19
|
Trust Point Inc
La Crosse,
Wisconsin
|
$2.81M
|
-$855K
|
-25,994
|
-23%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$2.45M
|
+$11.3K
|
+344
|
+0.5%
|
|
|
21
|
Resolute Capital
Greenville,
South Carolina
|
$2.1M
|
+$501K
|
+15,219
|
+31%
|
|
|
22
|
|
$2.09M
|
+$163K
|
+4,960
|
+8%
|
|
|
23
|
NBC Securities
Birmingham,
Alabama
|
$2.08M
|
+$407K
|
+12,364
|
+24%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.89M
|
+$201K
|
+6,118
|
+12%
|
|
|
25
|
PFG Investments
Woodbury,
New York
|
$1.82M
|
-$4.93K
|
-150
|
-0.3%
|
|
