|
1
|
|
$14.3M
|
-$2.7M
|
-51,640
|
-16%
|
|
|
2
|
Waverly Advisors
Birmingham,
Alabama
|
$12.1M
|
+$12M
|
+230,040
|
New
|
|
|
3
|
DGS Capital Management
Jersey City,
New Jersey
|
$7.96M
|
-$19.9K
|
-380
|
-0.3%
|
|
|
4
|
Ignite Planners
San Clemente,
California
|
$4.45M
|
+$1.12M
|
+21,333
|
+35%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$2.74M
|
-$206K
|
-3,950
|
-7%
|
|
|
6
|
|
$2.5M
|
-$1.05M
|
-20,037
|
-30%
|
|
|
7
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$2.42M
|
-$1.71M
|
-32,700
|
-42%
|
|
|
8
|
5T Wealth
Napa,
California
|
$2.18M
|
+$120K
|
+2,290
|
+6%
|
|
|
9
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$2.1M
|
+$36.7K
|
+703
|
+2%
|
|
|
10
|
3Chopt Investment Partners
Richmond,
Virginia
|
$2.03M
|
+$7.21K
|
+138
|
+0.4%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$1.98M
|
-$17.4K
|
-332
|
-0.9%
|
|
|
12
|
Miracle Mile Advisors
Los Angeles,
California
|
$1.77M
|
-$22.6K
|
-433
|
-1%
|
|
|
13
|
Darwin Wealth Management
Tampa,
Florida
|
$1.76M
|
-$78.5K
|
-1,501
|
-4%
|
|
|
14
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.7M
|
+$1.69M
|
+32,244
|
New
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$1.69M
|
+$449K
|
+8,593
|
+37%
|
|
|
16
|
HSBC Holdings
London,
United Kingdom
|
$1.37M
|
+$1.36M
|
+25,991
|
New
|
|
|
17
|
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
$1.34M
|
-$126K
|
-2,407
|
-9%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$1.25M
|
+$199K
|
+3,806
|
+19%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$1.24M
|
+$1.23M
|
+23,561
|
New
|
|
|
20
|
MLG Wealth Management DBA Pine Grove Financial Group
Woodbury,
Minnesota
|
$1.18M
|
+$1.17M
|
+22,313
|
New
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$1.11M
|
-$58K
|
-1,110
|
-5%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$954K
|
+$710K
|
+13,575
|
+301%
|
|
|
23
|
Modern Wealth Management
Lenexa,
Kansas
|
$899K
|
+$7.47K
|
+143
|
+0.8%
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$883K
|
+$875K
|
+16,731
|
New
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$842K
|
+$5.8K
|
+111
|
+0.7%
|
|
