|
1
|
|
$50.4M
|
–
|
–
|
–
|
|
|
2
|
Wharton Business Group
Malvern,
Pennsylvania
|
$30M
|
+$30.1M
|
+593,850
|
New
|
|
|
3
|
|
$3.87M
|
-$86.7K
|
-1,712
|
-2%
|
|
|
4
|
Beta Wealth Group
San Diego,
California
|
$2.68M
|
+$2.7M
|
+53,208
|
New
|
|
|
5
|
Empire Financial Management Company
New York
|
$1.68M
|
+$600K
|
+11,836
|
+55%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$1.55M
|
+$1.56M
|
+30,825
|
New
|
|
|
7
|
CVA Family Office
Denver,
Colorado
|
$1.2M
|
+$1.21M
|
+23,805
|
New
|
|
|
8
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$1.06M
|
+$752K
|
+14,843
|
+238%
|
|
|
9
|
Brookstone Capital Management
Wheaton,
Illinois
|
$1.06M
|
+$1.09M
|
+21,439
|
New
|
|
|
10
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$1.05M
|
+$117K
|
+2,307
|
+12%
|
|
|
11
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$1.04M
|
+$1.04M
|
+20,562
|
New
|
|
|
12
|
Jefferies Financial Group
New York
|
$788K
|
+$791K
|
+15,617
|
New
|
|
|
13
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$734K
|
-$85.9K
|
-1,695
|
-10%
|
|
|
14
|
Royal Capital Wealth Management
Carmel,
Indiana
|
$454K
|
+$456K
|
+9,000
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$360K
|
+$8.31K
|
+164
|
+2%
|
|
|
16
|
Kestra Private Wealth Services
Austin,
Texas
|
$323K
|
+$325K
|
+6,410
|
New
|
|
|
17
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$278K
|
+$280K
|
+5,518
|
New
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$273K
|
+$285K
|
+5,634
|
New
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$252K
|
–
|
–
|
–
|
|
|
20
|
RFP Financial Group
Atlanta,
Georgia
|
$77.6K
|
+$2.89K
|
+57
|
+4%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$39.8K
|
–
|
–
|
–
|
|
|
22
|
|
$37.1K
|
+$37.2K
|
+735
|
New
|
|
|
23
|
|
$7.11K
|
+$7.14K
|
+141
|
New
|
|
|
24
|
Harbour Investments
Madison,
Wisconsin
|
$2.02K
|
–
|
–
|
–
|
|
|
25
|
Retirement Group
San Diego,
California
|
$504
|
+$507
|
+10
|
New
|
|
