|
1
|
Wells Fargo
San Francisco,
California
|
$5.02M
|
+$2.77M
|
+188,212
|
+73%
|
|
|
2
|
Clear Creek Financial Management
Silverdale,
Washington
|
$3.8M
|
+$1.4M
|
+94,941
|
+39%
|
|
|
3
|
|
$2.86M
|
+$3.74M
|
+253,877
|
New
|
|
|
4
|
Beam Wealth Advisors
Covington,
Louisiana
|
$2.38M
|
-$84.6K
|
-5,747
|
-3%
|
|
|
5
|
|
$1.6M
|
+$91K
|
+6,182
|
+5%
|
|
|
6
|
Snowden Capital Advisors
New York
|
$1.56M
|
+$24.7K
|
+1,676
|
+1%
|
|
|
7
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.49M
|
-$202K
|
-13,747
|
-9%
|
|
|
8
|
Wiser Wealth Management
Marietta,
Georgia
|
$1.27M
|
+$67.1K
|
+4,560
|
+4%
|
|
|
9
|
IEQ Capital
Foster City,
California
|
$920K
|
-$335K
|
-22,768
|
-22%
|
|
|
10
|
Lido Advisors
Los Angeles,
California
|
$811K
|
+$8.15K
|
+554
|
+0.8%
|
|
|
11
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$809K
|
+$563K
|
+38,248
|
+114%
|
|
|
12
|
Soltis Investment Advisors
St. George,
Utah
|
$807K
|
-$76.2K
|
-5,175
|
-7%
|
|
|
13
|
|
$735K
|
+$380K
|
+25,801
|
+69%
|
|
|
14
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$717K
|
-$43.1K
|
-2,931
|
-4%
|
|
|
15
|
Meitav Investment House
Bene-Beraq,
Israel
|
$665K
|
+$43.1K
|
+2,931
|
+5%
|
|
|
16
|
RFG Advisory
Birmingham,
Alabama
|
$659K
|
+$317K
|
+21,527
|
+58%
|
|
|
17
|
Arax Advisory Partners
Denver,
Colorado
|
$610K
|
+$739K
|
+50,251
|
+1,305%
|
|
|
18
|
Claro Advisors
Boston,
Massachusetts
|
$610K
|
-$7.28K
|
-495
|
-0.9%
|
|
|
19
|
Atria Investments
Charlotte,
North Carolina
|
$608K
|
-$74K
|
-5,030
|
-9%
|
|
|
20
|
Highline Wealth Partners
Sherman Oaks,
California
|
$576K
|
+$35.4K
|
+2,407
|
+5%
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$547K
|
-$34.8K
|
-2,365
|
-5%
|
|
|
22
|
CWA Asset Management Group
Naples,
Florida
|
$492K
|
-$93.5K
|
-6,354
|
-13%
|
|
|
23
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$491K
|
+$236K
|
+16,039
|
+58%
|
|
|
24
|
Keel Point
Huntsville,
Alabama
|
$467K
|
+$54.8K
|
+3,725
|
+10%
|
|
|
25
|
Harbour Wealth Management Group
Daniel Island,
South Carolina
|
$448K
|
+$52.1K
|
+3,543
|
+10%
|
|
