|
1
|
|
$7.82M
|
+$4.96M
|
+199,114
|
+185%
|
|
|
2
|
Simplify Asset Management
Las Vegas,
Nevada
|
$7.1M
|
+$1.65M
|
+66,402
|
+31%
|
|
|
3
|
Peak Financial Advisors
Denver,
Colorado
|
$6.84M
|
-$18.1K
|
-727
|
-0.3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.1M
|
-$733K
|
-29,439
|
-15%
|
|
|
5
|
Clear Creek Financial Management
Silverdale,
Washington
|
$3.1M
|
+$263K
|
+10,549
|
+10%
|
|
|
6
|
Financial Enhancement Group
Anderson,
Indiana
|
$2.22M
|
-$73.3K
|
-2,942
|
-3%
|
|
|
7
|
Private Advisor Group
Morristown,
New Jersey
|
$1.95M
|
-$95.7K
|
-3,840
|
-5%
|
|
|
8
|
ORG Partners
Roanoke,
Indiana
|
$1.7M
|
-$150K
|
-6,036
|
-8%
|
|
|
9
|
Proficio Capital Partners
Newton,
Massachusetts
|
$1.39M
|
-$20.6K
|
-825
|
-1%
|
|
|
10
|
WealthSource Partners
San Luis Obispo,
California
|
$1.34M
|
-$22.1K
|
-888
|
-2%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.23M
|
+$1.2M
|
+48,308
|
New
|
|
|
12
|
WealthShield Partners
Cary,
North Carolina
|
$1.11M
|
-$139K
|
-5,578
|
-11%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.05M
|
-$118K
|
-4,743
|
-10%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$922K
|
-$223K
|
-8,948
|
-20%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$792K
|
+$7.87K
|
+316
|
+1%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$641K
|
+$626K
|
+25,136
|
New
|
|
|
17
|
Accuvest Global Advisors
Provo,
Utah
|
$599K
|
+$586K
|
+23,505
|
New
|
|
|
18
|
Aries Wealth Management
Portland,
Maine
|
$564K
|
-$35.4K
|
-1,420
|
-6%
|
|
|
19
|
AJ Wealth Strategies
New York
|
$484K
|
–
|
–
|
–
|
|
|
20
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$466K
|
-$2.96M
|
-118,968
|
-87%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$465K
|
+$332K
|
+13,320
|
+283%
|
|
|
22
|
Cambridge Advisors
Omaha,
Nebraska
|
$398K
|
–
|
–
|
–
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$331K
|
-$38K
|
-1,526
|
-11%
|
|
|
24
|
ProVise Management Group
Clearwater,
Florida
|
$328K
|
-$44K
|
-1,765
|
-12%
|
|
|
25
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$292K
|
–
|
–
|
–
|
|
