|
1
|
Elmwood Wealth Management
Berkeley,
California
|
$6.26M
|
+$376K
|
+7,464
|
+6%
|
|
|
2
|
Citizens Financial Group
Providence,
Rhode Island
|
$3.61M
|
+$29.6K
|
+589
|
+0.8%
|
|
|
3
|
Financial Management Network
Mission Viejo,
California
|
$1.26M
|
+$1.05M
|
+20,882
|
+488%
|
|
|
4
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$945K
|
+$699K
|
+13,885
|
+280%
|
|
|
5
|
NewEdge Advisors
New Orleans,
Louisiana
|
$875K
|
-$498K
|
-9,888
|
-36%
|
|
|
6
|
TriaGen Wealth Management
Calabasas,
California
|
$578K
|
+$11.6K
|
+231
|
+2%
|
|
|
7
|
Ariadne Wealth Management
Santa Barbara,
California
|
$557K
|
+$327K
|
+6,505
|
+142%
|
|
|
8
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$458K
|
–
|
–
|
–
|
|
|
9
|
Richard P. Slaughter Associates
Austin,
Texas
|
$450K
|
+$54.5K
|
+1,083
|
+14%
|
|
|
10
|
Members Wealth
Media,
Pennsylvania
|
$420K
|
+$421K
|
+8,368
|
New
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$397K
|
+$398K
|
+7,915
|
New
|
|
|
12
|
Bell Investment Advisors
Oakland,
California
|
$385K
|
+$3.98K
|
+79
|
+1%
|
|
|
13
|
Savvy Advisors Inc
New York
|
$344K
|
+$41.9K
|
+833
|
+14%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$334K
|
+$335K
|
+6,661
|
New
|
|
|
15
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$298K
|
–
|
–
|
–
|
|
|
16
|
Mutual Advisors
Omaha,
Nebraska
|
$251K
|
–
|
–
|
–
|
|
|
17
|
Capital Advantage
Walnut Creek,
California
|
$242K
|
+$242K
|
+4,816
|
New
|
|
|
18
|
Compass Wealth Management
Guilford,
Connecticut
|
$129K
|
–
|
–
|
–
|
|
|
19
|
Richards, Merrill & Peterson
Spokane,
Washington
|
$50.2K
|
+$50.3K
|
+1,000
|
New
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$8.18K
|
+$8.2K
|
+163
|
New
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.04M
|
-20,637
|
Closed
|
|
|
22
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
–
|
-$396K
|
-7,840
|
Closed
|
|
|
23
|
Alpha Financial Partners
Lexington,
Kentucky
|
–
|
-$300K
|
-5,935
|
Closed
|
|
|
24
|
|
–
|
-$300K
|
-5,931
|
Closed
|
|
