|
1
|
BIP Wealth
Atlanta,
Georgia
|
$22.3M
|
+$22.3M
|
+836,051
|
New
|
|
|
2
|
Crown Wealth Group
Charlotte,
North Carolina
|
$12.9M
|
+$2.15M
|
+80,652
|
+20%
|
|
|
3
|
|
$10.7M
|
–
|
–
|
–
|
|
|
4
|
FC Advisory
West Chester,
Pennsylvania
|
$2.59M
|
+$29.7K
|
+1,113
|
+1%
|
|
|
5
|
Grantvest Financial Group
Matawan,
New Jersey
|
$1.78M
|
+$57.5K
|
+2,157
|
+3%
|
|
|
6
|
|
$1.54M
|
+$1.53M
|
+57,558
|
New
|
|
|
7
|
Mercer Global Advisors
Denver,
Colorado
|
$1.47M
|
+$1.47M
|
+55,025
|
New
|
|
|
8
|
Blue Sky Capital Consultants Group
Poway,
California
|
$1.3M
|
-$55.9K
|
-2,099
|
-4%
|
|
|
9
|
Crewe Advisors
Salt Lake City,
Utah
|
$1.01M
|
–
|
–
|
–
|
|
|
10
|
ATX Financial Planning
Austin,
Texas
|
$929K
|
+$928K
|
+34,826
|
New
|
|
|
11
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$791K
|
-$12.1K
|
-453
|
-2%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$731K
|
+$150K
|
+5,628
|
+26%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$536K
|
-$59.6K
|
-2,237
|
-10%
|
|
|
14
|
Lido Advisors
Los Angeles,
California
|
$437K
|
+$437K
|
+16,394
|
New
|
|
|
15
|
High Falls Advisors
Rochester,
New York
|
$396K
|
+$17.7K
|
+663
|
+5%
|
|
|
16
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$381K
|
+$380K
|
+14,254
|
New
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$322K
|
-$795K
|
-29,839
|
-71%
|
|
|
18
|
Kestra Investment Management
Austin,
Texas
|
$322K
|
-$93.7K
|
-3,518
|
-23%
|
|
|
19
|
ARS Investment Partners
New York
|
$266K
|
–
|
–
|
–
|
|
|
20
|
Middleton & Co
Boston,
Massachusetts
|
$255K
|
–
|
–
|
–
|
|
|
21
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$250K
|
+$250K
|
+9,368
|
New
|
|
|
22
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$243K
|
+$243K
|
+9,113
|
New
|
|
|
23
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$232K
|
-$460K
|
-17,263
|
-67%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$227K
|
+$227K
|
+8,514
|
New
|
|
|
25
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$209K
|
–
|
–
|
–
|
|
