|
1
|
BIP Wealth
Atlanta,
Georgia
|
$20.1M
|
-$649K
|
-23,947
|
-3%
|
|
|
2
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$15.9M
|
-$2.73M
|
-100,626
|
-15%
|
|
|
3
|
Crown Wealth Group
Charlotte,
North Carolina
|
$14M
|
+$404K
|
+14,887
|
+3%
|
|
|
4
|
|
$10.9M
|
–
|
–
|
–
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$4.59M
|
+$1.16M
|
+42,824
|
+34%
|
|
|
6
|
FC Advisory
West Chester,
Pennsylvania
|
$4.2M
|
+$16.3K
|
+601
|
+0.4%
|
|
|
7
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$3.12M
|
+$987K
|
+36,414
|
+47%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.46M
|
+$6.97K
|
+257
|
+0.3%
|
|
|
9
|
Grantvest Financial Group
Matawan,
New Jersey
|
$1.71M
|
-$43.5K
|
-1,605
|
-3%
|
|
|
10
|
Crewe Advisors
Salt Lake City,
Utah
|
$1.56M
|
-$500K
|
-18,449
|
-24%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$1.5M
|
–
|
–
|
–
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$1.5M
|
+$1.49M
|
+54,814
|
New
|
|
|
13
|
Blue Sky Capital Consultants Group
Poway,
California
|
$1.41M
|
+$28.7K
|
+1,059
|
+2%
|
|
|
14
|
Kestra Investment Management
Austin,
Texas
|
$1.34M
|
+$1.32M
|
+48,847
|
New
|
|
|
15
|
ATX Financial Planning
Austin,
Texas
|
$1.09M
|
-$98.6K
|
-3,637
|
-8%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$995K
|
+$369K
|
+13,624
|
+60%
|
|
|
17
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$811K
|
–
|
–
|
–
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$750K
|
–
|
–
|
–
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$745K
|
-$62.5K
|
-2,306
|
-8%
|
|
|
20
|
Encompass More Asset Management
Danville,
California
|
$733K
|
-$147K
|
-5,409
|
-17%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$729K
|
-$223K
|
-8,219
|
-24%
|
|
|
22
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$640K
|
–
|
–
|
–
|
|
|
23
|
Crosspoint Financial
Tustin,
California
|
$593K
|
–
|
–
|
–
|
|
|
24
|
Advisory Services Network
Atlanta,
Georgia
|
$553K
|
+$6.26K
|
+231
|
+1%
|
|
|
25
|
Ausdal Financial Partners
Davenport,
Iowa
|
$537K
|
–
|
–
|
–
|
|
