|
1
|
|
$19M
|
+$17.6M
|
+393,276
|
+74,203%
|
|
|
2
|
Promus Capital
Chicago,
Illinois
|
$11.1M
|
-$3.87M
|
-86,591
|
-27%
|
|
|
3
|
DGS Capital Management
Jersey City,
New Jersey
|
$7.37M
|
-$48.6K
|
-1,089
|
-0.7%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.48M
|
+$5.08M
|
+113,624
|
New
|
|
|
5
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$4.3M
|
+$3.98M
|
+89,174
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2.79M
|
+$2.55M
|
+57,031
|
+6,838%
|
|
|
7
|
Ignite Planners
San Clemente,
California
|
$2.77M
|
+$2.54M
|
+56,921
|
New
|
|
|
8
|
HSBC Holdings
London,
United Kingdom
|
$2.39M
|
-$4.42K
|
-99
|
-0.2%
|
|
|
9
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$2M
|
-$36K
|
-807
|
-2%
|
|
|
10
|
3Chopt Investment Partners
Richmond,
Virginia
|
$1.86M
|
+$1.72M
|
+38,511
|
New
|
|
|
11
|
5T Wealth
Napa,
California
|
$1.82M
|
+$1.68M
|
+37,661
|
New
|
|
|
12
|
Darwin Wealth Management
Tampa,
Florida
|
$1.75M
|
-$5.99K
|
-134
|
-0.4%
|
|
|
13
|
Blue Oak Capital
Menlo Park,
California
|
$1.73M
|
+$1.6M
|
+35,862
|
New
|
|
|
14
|
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
$1.46M
|
-$529K
|
-11,837
|
-28%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$1.21M
|
+$447K
|
+10,002
|
+66%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$1.13M
|
+$6.7K
|
+150
|
+0.6%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$1.12M
|
-$1.21M
|
-27,185
|
-54%
|
|
|
18
|
Modern Wealth Management
Lenexa,
Kansas
|
$807K
|
+$10.8K
|
+242
|
+1%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$780K
|
+$32.3K
|
+722
|
+5%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$766K
|
-$43.7K
|
-979
|
-6%
|
|
|
21
|
Lake Street Private Wealth
Chicago,
Illinois
|
$498K
|
+$462K
|
+10,337
|
New
|
|
|
22
|
NWAM LLC
Mercer Island,
Washington
|
$460K
|
+$422K
|
+9,437
|
New
|
|
|
23
|
Independent Wealth Network
Urbandale,
Iowa
|
$459K
|
-$20.3K
|
-454
|
-5%
|
|
|
24
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$439K
|
+$80.5K
|
+1,802
|
+25%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$395K
|
-$517K
|
-11,576
|
-59%
|
|
