|
1
|
Wealthquest
Cincinnati,
Ohio
|
$101M
|
+$8.68M
|
+269,403
|
+10%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$47.6M
|
+$145K
|
+4,485
|
+0.3%
|
|
|
3
|
Hollencrest Capital Management
Newport Beach,
California
|
$39.9M
|
+$2.24M
|
+69,588
|
+6%
|
|
|
4
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$28.1M
|
-$1.09M
|
-33,694
|
-4%
|
|
|
5
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$27M
|
+$1.79M
|
+55,582
|
+7%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$21.4M
|
-$642K
|
-19,926
|
-3%
|
|
|
7
|
NewEdge Advisors
New Orleans,
Louisiana
|
$17.6M
|
+$3.03M
|
+94,088
|
+21%
|
|
|
8
|
Central Valley Advisors
Sacramento,
California
|
$14.1M
|
+$158K
|
+4,889
|
+1%
|
|
|
9
|
CRA Financial Services
Northfield,
New Jersey
|
$12.9M
|
+$528K
|
+16,395
|
+4%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12M
|
+$1.27M
|
+39,290
|
+12%
|
|
|
11
|
Pitti Group Wealth Management
Victor,
New York
|
$11.9M
|
-$9.75M
|
-302,503
|
-45%
|
|
|
12
|
Centaurus Financial
Anaheim,
California
|
$11M
|
-$283K
|
-8,773
|
-3%
|
|
|
13
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$10.4M
|
+$1.2M
|
+37,334
|
+13%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$9.78M
|
+$3.31M
|
+102,883
|
+52%
|
|
|
15
|
PTM Wealth Management
North Wales,
United States
|
$9.02M
|
+$509K
|
+15,813
|
+6%
|
|
|
16
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$8.52M
|
+$587K
|
+18,214
|
+7%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$8.42M
|
+$4.35M
|
+134,876
|
+109%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.79M
|
+$3.83M
|
+118,975
|
+133%
|
|
|
19
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$6.67M
|
+$6.6M
|
+204,900
|
New
|
|
|
20
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$5.95M
|
+$909K
|
+28,217
|
+18%
|
|
|
21
|
Brookstone Capital Management
Wheaton,
Illinois
|
$5.85M
|
+$1.43M
|
+44,488
|
+33%
|
|
|
22
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$5.66M
|
+$372K
|
+11,548
|
+7%
|
|
|
23
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$5.59M
|
-$705K
|
-21,874
|
-11%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$5.24M
|
+$98.3K
|
+3,052
|
+2%
|
|
|
25
|
Atria Investments
Charlotte,
North Carolina
|
$5.12M
|
-$708K
|
-21,971
|
-12%
|
|
