|
1
|
Cary Street Partners
Richmond,
Virginia
|
$32.5M
|
-$573K
|
-18,483
|
-2%
|
|
|
2
|
Trust Point Inc
La Crosse,
Wisconsin
|
$11.6M
|
+$2.37M
|
+76,307
|
+27%
|
|
|
3
|
|
$11.1M
|
+$1.59M
|
+51,157
|
+17%
|
|
|
4
|
Castle Wealth Management
West Palm Beach,
Florida
|
$8.06M
|
+$514K
|
+16,573
|
+7%
|
|
|
5
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
$6.21M
|
+$640K
|
+20,618
|
+12%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.8M
|
+$1.24M
|
+39,911
|
+28%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$5.78M
|
+$1.03M
|
+33,252
|
+23%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$5.44M
|
+$86.2K
|
+2,778
|
+2%
|
|
|
9
|
Solutions 4 Wealth
Southlake,
Texas
|
$5.33M
|
+$356K
|
+11,469
|
+7%
|
|
|
10
|
Compass Financial Services
West Des Moines,
Iowa
|
$3.96M
|
+$3.75M
|
+120,953
|
+4,786%
|
|
|
11
|
Opes Wealth Management
Menlo Park,
California
|
$3.42M
|
+$159K
|
+5,140
|
+5%
|
|
|
12
|
Central Trust Company
Jefferson City,
Missouri
|
$3.36M
|
+$559K
|
+18,027
|
+21%
|
|
|
13
|
|
$3.29M
|
+$62K
|
+1,998
|
+2%
|
|
|
14
|
Private Capital Management (Florida)
Naples,
Florida
|
$2.87M
|
+$62.8K
|
+2,024
|
+2%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$1.53M
|
+$1.15K
|
+37
|
+0.1%
|
|
|
16
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.43M
|
-$179K
|
-5,761
|
-11%
|
|
|
17
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.3M
|
+$1.26M
|
+40,581
|
New
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.2M
|
+$45.1K
|
+1,454
|
+4%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.17M
|
-$981K
|
-31,631
|
-46%
|
|
|
20
|
Cresset Asset Management
Chicago,
Illinois
|
$1.1M
|
-$403
|
-13
|
-0%
|
|
|
21
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.09M
|
+$352K
|
+11,352
|
+50%
|
|
|
22
|
|
$1.01M
|
+$180K
|
+5,788
|
+23%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$963K
|
+$158K
|
+5,089
|
+20%
|
|
|
24
|
Blue Rock Wealth Management
Winston-Salem,
North Carolina
|
$956K
|
+$926K
|
+29,843
|
New
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$868K
|
+$379K
|
+12,229
|
+82%
|
|
