|
1
|
Wells Fargo
San Francisco,
California
|
$3.86M
|
+$1.21M
|
+70,344
|
+38%
|
|
|
2
|
Clear Creek Financial Management
Silverdale,
Washington
|
$3.63M
|
+$1.61M
|
+93,681
|
+63%
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.29M
|
+$3.76M
|
+219,003
|
New
|
|
|
4
|
Beam Wealth Advisors
Covington,
Louisiana
|
$3.25M
|
+$365K
|
+21,259
|
+11%
|
|
|
5
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2.18M
|
–
|
–
|
–
|
|
|
6
|
Snowden Capital Advisors
New York
|
$2.05M
|
+$2.34M
|
+136,512
|
New
|
|
|
7
|
|
$2.03M
|
+$187K
|
+10,895
|
+9%
|
|
|
8
|
Wiser Wealth Management
Marietta,
Georgia
|
$1.63M
|
+$823K
|
+47,982
|
+79%
|
|
|
9
|
IEQ Capital
Foster City,
California
|
$1.57M
|
-$27.1K
|
-1,578
|
-1%
|
|
|
10
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.37M
|
+$225K
|
+13,150
|
+17%
|
|
|
11
|
Soltis Investment Advisors
St. George,
Utah
|
$1.15M
|
-$9.17K
|
-535
|
-0.7%
|
|
|
12
|
Lido Advisors
Los Angeles,
California
|
$1.07M
|
+$1.22M
|
+71,341
|
New
|
|
|
13
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$998K
|
+$569K
|
+33,173
|
+99%
|
|
|
14
|
Unique Wealth
Clearwater,
Florida
|
$904K
|
+$144K
|
+8,389
|
+16%
|
|
|
15
|
Atria Investments
Charlotte,
North Carolina
|
$884K
|
+$454K
|
+26,455
|
+82%
|
|
|
16
|
Meitav Investment House
Bene-Beraq,
Israel
|
$840K
|
+$94.6K
|
+5,517
|
+11%
|
|
|
17
|
Claro Advisors
Boston,
Massachusetts
|
$818K
|
-$139K
|
-8,094
|
-13%
|
|
|
18
|
Steward Partners Investment Advisory
New York
|
$763K
|
+$17.8K
|
+1,040
|
+2%
|
|
|
19
|
CWA Asset Management Group
Naples,
Florida
|
$749K
|
-$117K
|
-6,798
|
-12%
|
|
|
20
|
Highline Wealth Partners
Sherman Oaks,
California
|
$729K
|
+$181K
|
+10,547
|
+28%
|
|
|
21
|
Keel Point
Huntsville,
Alabama
|
$565K
|
+$292K
|
+17,041
|
+83%
|
|
|
22
|
RFG Advisory
Birmingham,
Alabama
|
$554K
|
+$633K
|
+36,909
|
New
|
|
|
23
|
Harbour Wealth Management Group
Daniel Island,
South Carolina
|
$543K
|
+$620K
|
+36,171
|
New
|
|
|
24
|
|
$542K
|
+$609K
|
+35,539
|
+1,830%
|
|
|
25
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$502K
|
+$166K
|
+9,681
|
+41%
|
|
