|
1
|
Wealthquest
Cincinnati,
Ohio
|
$112M
|
+$13.9M
|
+462,234
|
+14%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$46.1M
|
+$22M
|
+734,177
|
+90%
|
|
|
3
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$24.7M
|
+$11.9M
|
+395,860
|
+91%
|
|
|
4
|
Pitti Group Wealth Management
Victor,
New York
|
$12.9M
|
+$3.67M
|
+122,254
|
+39%
|
|
|
5
|
Central Valley Advisors
Sacramento,
California
|
$12.5M
|
+$727K
|
+24,239
|
+6%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$12.3M
|
+$1.4M
|
+46,727
|
+13%
|
|
|
7
|
NewEdge Advisors
New Orleans,
Louisiana
|
$10.7M
|
+$2.45M
|
+81,493
|
+29%
|
|
|
8
|
Centaurus Financial
Anaheim,
California
|
$8.6M
|
+$1.02M
|
+34,091
|
+13%
|
|
|
9
|
Independent Financial Group
San Diego,
California
|
$7.94M
|
+$4.16M
|
+138,593
|
+108%
|
|
|
10
|
Atria Investments
Charlotte,
North Carolina
|
$7.88M
|
+$7.22M
|
+240,732
|
+1,011%
|
|
|
11
|
PTM Wealth Management
North Wales,
United States
|
$7.47M
|
+$8.03M
|
+267,688
|
New
|
|
|
12
|
CRA Financial Services
Northfield,
New Jersey
|
$7.43M
|
+$935K
|
+31,150
|
+14%
|
|
|
13
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$7.36M
|
+$7.41M
|
+247,120
|
New
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.2M
|
+$1.22M
|
+40,594
|
+20%
|
|
|
15
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$6.35M
|
+$6.4M
|
+213,378
|
New
|
|
|
16
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$5.39M
|
+$500K
|
+16,657
|
+10%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$4.61M
|
+$4.65M
|
+154,945
|
New
|
|
|
18
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$3.96M
|
+$104K
|
+3,455
|
+3%
|
|
|
19
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$3.65M
|
+$381K
|
+12,696
|
+12%
|
|
|
20
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.56M
|
+$1.89M
|
+63,132
|
+112%
|
|
|
21
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$3.5M
|
-$11.5K
|
-384
|
-0.3%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.33M
|
+$2.94M
|
+98,111
|
+709%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3M
|
+$1.12M
|
+37,300
|
+59%
|
|
|
24
|
MTM Financial Group
Bethlehem,
Pennsylvania
|
$2.64M
|
+$212K
|
+7,077
|
+9%
|
|
|
25
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$2.37M
|
+$2.39M
|
+79,676
|
New
|
|
