|
1
|
Gratus Capital
Atlanta,
Georgia
|
$14.7M
|
+$16M
|
+566,493
|
New
|
|
|
2
|
|
$9.92M
|
+$10.8M
|
+381,258
|
New
|
|
|
3
|
Peak Financial Advisors
Denver,
Colorado
|
$6.95M
|
+$7.55M
|
+267,368
|
New
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.15M
|
-$7.64M
|
-270,542
|
-58%
|
|
|
5
|
Destiny Wealth Partners
Tavares,
Florida
|
$4.45M
|
+$168K
|
+5,952
|
+4%
|
|
|
6
|
Simplify Asset Management
Las Vegas,
Nevada
|
$4.15M
|
-$575K
|
-20,374
|
-11%
|
|
|
7
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$2.89M
|
+$1.12M
|
+39,722
|
+56%
|
|
|
8
|
Trek Financial
Scottsdale,
Arizona
|
$2.36M
|
-$855K
|
-30,282
|
-25%
|
|
|
9
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$1.63M
|
+$1.77M
|
+62,675
|
New
|
|
|
10
|
Proficio Capital Partners
Newton,
Massachusetts
|
$1.49M
|
+$1.61M
|
+57,145
|
New
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$1.48M
|
+$40.3K
|
+1,428
|
+3%
|
|
|
12
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.4M
|
+$1.52M
|
+53,984
|
New
|
|
|
13
|
WealthSource Partners
San Luis Obispo,
California
|
$1.37M
|
+$1.49M
|
+52,654
|
New
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$1.35M
|
-$836K
|
-29,620
|
-36%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.18M
|
-$1.46M
|
-51,837
|
-53%
|
|
|
16
|
AE Wealth Management
Topeka,
Kansas
|
$946K
|
+$1.03M
|
+36,352
|
New
|
|
|
17
|
Stegent Equity Advisors
Houston,
Texas
|
$929K
|
-$2.82M
|
-99,866
|
-74%
|
|
|
18
|
Mutual Advisors
Omaha,
Nebraska
|
$780K
|
+$847K
|
+29,985
|
New
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$779K
|
+$825K
|
+29,224
|
+1,883%
|
|
|
20
|
Omnia Family Wealth
Aventura,
Florida
|
$683K
|
+$741K
|
+26,261
|
New
|
|
|
21
|
Smith Anglin Financial
Dallas,
Texas
|
$627K
|
+$199K
|
+7,058
|
+41%
|
|
|
22
|
Aries Wealth Management
Portland,
Maine
|
$617K
|
+$116K
|
+4,115
|
+21%
|
|
|
23
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$582K
|
+$632K
|
+22,395
|
New
|
|
|
24
|
Solstein Capital
Menlo Park,
California
|
$501K
|
+$62.7K
|
+2,220
|
+13%
|
|
|
25
|
AJ Wealth Strategies
New York
|
$494K
|
+$536K
|
+18,977
|
New
|
|
