|
1
|
Wealthquest
Cincinnati,
Ohio
|
$90.3M
|
-$15.3M
|
-485,828
|
-15%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$46.1M
|
-$147K
|
-4,694
|
-0.3%
|
|
|
3
|
Hollencrest Capital Management
Newport Beach,
California
|
$36.8M
|
+$36.3M
|
+1,154,948
|
New
|
|
|
4
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$28.6M
|
+$4.96M
|
+157,948
|
+21%
|
|
|
5
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$24.7M
|
+$1.07M
|
+34,201
|
+5%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$21.6M
|
+$659K
|
+20,990
|
+3%
|
|
|
7
|
Pitti Group Wealth Management
Victor,
New York
|
$21.3M
|
+$222K
|
+7,066
|
+1%
|
|
|
8
|
NewEdge Advisors
New Orleans,
Louisiana
|
$14.3M
|
+$798K
|
+25,429
|
+6%
|
|
|
9
|
Central Valley Advisors
Sacramento,
California
|
$13.6M
|
+$32.2K
|
+1,027
|
+0.2%
|
|
|
10
|
CRA Financial Services
Northfield,
New Jersey
|
$12.1M
|
+$2.08M
|
+66,349
|
+21%
|
|
|
11
|
Centaurus Financial
Anaheim,
California
|
$11M
|
+$642K
|
+20,447
|
+6%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.5M
|
+$830K
|
+26,432
|
+9%
|
|
|
13
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$9.02M
|
+$3.23M
|
+102,811
|
+57%
|
|
|
14
|
PTM Wealth Management
North Wales,
United States
|
$8.34M
|
+$376K
|
+11,990
|
+5%
|
|
|
15
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$7.76M
|
+$325K
|
+10,344
|
+4%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.29M
|
+$2.66M
|
+84,769
|
+75%
|
|
|
17
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$6.17M
|
+$150K
|
+4,776
|
+3%
|
|
|
18
|
Atria Investments
Charlotte,
North Carolina
|
$5.71M
|
+$122K
|
+3,880
|
+2%
|
|
|
19
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$5.17M
|
+$549K
|
+17,495
|
+12%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$5.03M
|
+$3.03M
|
+96,355
|
+157%
|
|
|
21
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$4.93M
|
+$995K
|
+31,681
|
+26%
|
|
|
22
|
Independent Financial Group
San Diego,
California
|
$4.63M
|
-$4.08M
|
-130,028
|
-47%
|
|
|
23
|
Brookstone Capital Management
Wheaton,
Illinois
|
$4.31M
|
+$432K
|
+13,749
|
+11%
|
|
|
24
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$4.06M
|
+$51.1K
|
+1,626
|
+1%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$3.94M
|
+$2.27M
|
+72,201
|
+140%
|
|
