|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$34.5M
|
+$1.61M
|
+31,327
|
+5%
|
|
|
2
|
RFG Advisory
Birmingham,
Alabama
|
$9.5M
|
+$390K
|
+7,563
|
+4%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$5.54M
|
+$319K
|
+6,183
|
+6%
|
|
|
4
|
|
$3.64M
|
-$8.81M
|
-171,044
|
-71%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.06M
|
+$1.07M
|
+20,754
|
+106%
|
|
|
6
|
Quantum Financial Advisors
El Segundo,
California
|
$1.89M
|
-$31.9K
|
-620
|
-2%
|
|
|
7
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$795K
|
+$791K
|
+15,348
|
New
|
|
|
8
|
BetterWealth
San Jose,
California
|
$750K
|
+$26.7K
|
+518
|
+4%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$718K
|
–
|
–
|
–
|
|
|
10
|
Creative Capital Management Investments
San Diego,
California
|
$659K
|
–
|
–
|
–
|
|
|
11
|
Wolff Wiese Magana
Carslbad,
California
|
$483K
|
–
|
–
|
–
|
|
|
12
|
Modera Wealth Management
Westwood,
New Jersey
|
$477K
|
+$481K
|
+9,327
|
New
|
|
|
13
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$299K
|
+$302K
|
+5,855
|
New
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$293K
|
-$899K
|
-17,447
|
-75%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$274K
|
+$5.46K
|
+106
|
+2%
|
|
|
16
|
|
$272K
|
–
|
–
|
–
|
|
|
17
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$247K
|
+$249K
|
+4,835
|
New
|
|
|
18
|
Pathstone Family Office
Englewood,
New Jersey
|
$237K
|
+$2.22K
|
+43
|
+0.9%
|
|
|
19
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$228K
|
+$229K
|
+4,450
|
New
|
|
|
20
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$147K
|
+$34.8K
|
+676
|
+31%
|
|
|
21
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$93.2K
|
+$93.9K
|
+1,822
|
New
|
|
|
22
|
|
$81.5K
|
-$34.8K
|
-675
|
-30%
|
|
|
23
|
Cardiff Park Advisors
Carlsbad,
California
|
$71.6K
|
+$618
|
+12
|
+0.9%
|
|
|
24
|
McIlrath & Eck
Arlington,
Washington
|
$68.4K
|
+$68.9K
|
+1,338
|
New
|
|
|
25
|
Level Financial Advisors
East Amherst,
New York
|
$58.8K
|
+$59.2K
|
+1,150
|
New
|
|
