|
1
|
Millstone Evans Group
Boulder,
Colorado
|
$10.5M
|
+$10.7M
|
+403,194
|
New
|
|
|
2
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$8.68M
|
+$5.39M
|
+203,034
|
+156%
|
|
|
3
|
SK Wealth Management
Providence,
Rhode Island
|
$4.34M
|
+$4.37M
|
+164,637
|
New
|
|
|
4
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$2.91M
|
+$2.96M
|
+111,523
|
New
|
|
|
5
|
Sparta 24 Ltd
Tirat Hacarmel,
Israel
|
$2.68M
|
+$54.3M
|
+2,047,195
|
New
|
|
|
6
|
PFG Investments
Woodbury,
New York
|
$2.2M
|
+$917K
|
+34,558
|
+70%
|
|
|
7
|
|
$941K
|
-$1.49M
|
-56,172
|
-61%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$867K
|
+$375K
|
+14,146
|
+74%
|
|
|
9
|
Financial Insights
Tacoma,
Washington
|
$762K
|
-$14.7K
|
-554
|
-2%
|
|
|
10
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$747K
|
+$7.38K
|
+278
|
+1%
|
|
|
11
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$682K
|
–
|
–
|
–
|
|
|
12
|
Mason & Associates (California)
Los Angeles,
California
|
$626K
|
+$638K
|
+24,034
|
New
|
|
|
13
|
Operose Advisors
Milwaukee,
Wisconsin
|
$583K
|
+$593K
|
+22,354
|
New
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$534K
|
+$5.31K
|
+200
|
+1%
|
|
|
15
|
Clearstead Advisors
Cleveland,
Ohio
|
$445K
|
–
|
–
|
–
|
|
|
16
|
Kestra Private Wealth Services
Austin,
Texas
|
$360K
|
-$137K
|
-5,163
|
-27%
|
|
|
17
|
LPWM LLC
Minneapolis,
Minnesota
|
$331K
|
+$2.12K
|
+80
|
+0.6%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$237K
|
-$38.1K
|
-1,434
|
-14%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$206K
|
-$65.3K
|
-2,462
|
-24%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$134K
|
–
|
–
|
–
|
|
|
21
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$126K
|
–
|
–
|
–
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$73.9K
|
–
|
–
|
–
|
|
|
23
|
Godfrey Financial Associates
Glenmont,
New York
|
$36K
|
+$26.6K
|
+1,003
|
+265%
|
|
|
24
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$27.1K
|
+$27.5K
|
+1,038
|
New
|
|
|
25
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$22.3K
|
+$22.7K
|
+856
|
New
|
|
