|
1
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$100M
|
-$23.2M
|
-350,206
|
-18%
|
|
|
2
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$37.6M
|
-$368K
|
-5,547
|
-0.9%
|
|
|
3
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$8.25M
|
+$383K
|
+5,770
|
+4%
|
|
|
4
|
McGrath & Associates
Asheville,
North Carolina
|
$8.07M
|
+$692K
|
+10,423
|
+9%
|
|
|
5
|
Stapp Wealth Management
Olympia,
Washington
|
$7.55M
|
+$178K
|
+2,679
|
+2%
|
|
|
6
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$6.96M
|
+$109K
|
+1,650
|
+1%
|
|
|
7
|
Kestra Advisory Services
Austin,
Texas
|
$6.14M
|
+$1.2M
|
+18,049
|
+22%
|
|
|
8
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$5.9M
|
-$566K
|
-8,535
|
-4%
|
|
|
9
|
Fermata Advisors
Sonoma,
California
|
$5.33M
|
+$646K
|
+9,729
|
+13%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.49M
|
-$79.2K
|
-1,194
|
-2%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.46M
|
+$1.79M
|
+26,951
|
+91%
|
|
|
12
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$3.18M
|
-$15.1K
|
-228
|
-0.4%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.41M
|
-$884K
|
-13,328
|
-25%
|
|
|
14
|
|
$2.23M
|
–
|
–
|
–
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$2.17M
|
-$511K
|
-7,703
|
-18%
|
|
|
16
|
Aspire Capital Advisors
Seattle,
Washington
|
$2.13M
|
+$542K
|
+8,173
|
+31%
|
|
|
17
|
SFG Wealth Management
Towson,
Maryland
|
$2.02M
|
-$14.9K
|
-225
|
-0.7%
|
|
|
18
|
Optima Capital
Beaverton,
Oregon
|
$1.67M
|
-$449K
|
-6,764
|
-20%
|
|
|
19
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$1.63M
|
+$608K
|
+9,162
|
+53%
|
|
|
20
|
|
$1.55M
|
+$600K
|
+9,044
|
+55%
|
|
|
21
|
Spinnaker Investment Group
Newport Beach,
California
|
$1.5M
|
+$149K
|
+2,239
|
+10%
|
|
|
22
|
|
$1.38M
|
+$1.5M
|
+22,620
|
New
|
|
|
23
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.3M
|
+$129K
|
+1,945
|
+10%
|
|
|
24
|
SteelPeak Wealth
Woodland Hills,
California
|
$1.23M
|
+$115K
|
+1,729
|
+9%
|
|
|
25
|
LWM Advisory Services
Plantation,
Florida
|
$1.22M
|
-$12.7K
|
-192
|
-1%
|
|
