|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$33.4M
|
+$314K
|
+6,106
|
+1%
|
|
|
2
|
|
$12.6M
|
+$12.4M
|
+242,206
|
New
|
|
|
3
|
RFG Advisory
Birmingham,
Alabama
|
$9.29M
|
+$790K
|
+15,380
|
+9%
|
|
|
4
|
Corient Private Wealth
Miami,
Florida
|
$5.3M
|
+$238K
|
+4,643
|
+5%
|
|
|
5
|
Quantum Financial Advisors
El Segundo,
California
|
$1.95M
|
+$1.93M
|
+37,510
|
New
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$1.2M
|
+$1.19M
|
+23,171
|
New
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.01M
|
+$1M
|
+19,504
|
New
|
|
|
8
|
BetterWealth
San Jose,
California
|
$734K
|
+$727K
|
+14,151
|
New
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$728K
|
+$721K
|
+14,034
|
New
|
|
|
10
|
Creative Capital Management Investments
San Diego,
California
|
$668K
|
+$662K
|
+12,889
|
New
|
|
|
11
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$528K
|
+$393K
|
+7,657
|
+302%
|
|
|
12
|
Wolff Wiese Magana
Carslbad,
California
|
$490K
|
–
|
–
|
–
|
|
|
13
|
Krilogy Financial
St. Louis,
Missouri
|
$358K
|
-$672K
|
-13,094
|
-65%
|
|
|
14
|
|
$276K
|
-$50.9K
|
-992
|
-16%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$272K
|
+$269K
|
+5,244
|
New
|
|
|
16
|
Pathstone Family Office
Englewood,
New Jersey
|
$238K
|
+$924
|
+18
|
+0.4%
|
|
|
17
|
|
$118K
|
+$117K
|
+2,269
|
New
|
|
|
18
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$114K
|
+$113K
|
+2,199
|
New
|
|
|
19
|
Cardiff Park Advisors
Carlsbad,
California
|
$71.9K
|
+$71.2K
|
+1,387
|
New
|
|
|
20
|
Disciplined Investments
Tulsa,
Oklahoma
|
$12.3K
|
+$8.73K
|
+170
|
+254%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$279K
|
-5,564
|
Closed
|
|
