|
1
|
Waverly Advisors
Birmingham,
Alabama
|
$13.4M
|
+$1.49M
|
+27,743
|
+12%
|
|
|
2
|
|
$13.2M
|
-$568K
|
-10,564
|
-4%
|
|
|
3
|
Empowered Funds
Havertown,
Pennsylvania
|
$8.66M
|
+$8.94M
|
+166,125
|
New
|
|
|
4
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$8.15M
|
+$8.41M
|
+156,366
|
New
|
|
|
5
|
DGS Capital Management
Jersey City,
New Jersey
|
$7.78M
|
-$85.5K
|
-1,588
|
-1%
|
|
|
6
|
Ignite Planners
San Clemente,
California
|
$4.28M
|
+$14.9K
|
+277
|
+0.3%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$2.75M
|
+$1.57M
|
+29,220
|
+124%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$2.66M
|
-$48.3K
|
-897
|
-2%
|
|
|
9
|
HSBC Holdings
London,
United Kingdom
|
$2.43M
|
+$1.11M
|
+20,560
|
+79%
|
|
|
10
|
5T Wealth
Napa,
California
|
$2.24M
|
+$90.1K
|
+1,674
|
+4%
|
|
|
11
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$2.19M
|
-$212K
|
-3,931
|
-9%
|
|
|
12
|
3Chopt Investment Partners
Richmond,
Virginia
|
$2.01M
|
–
|
–
|
–
|
|
|
13
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$1.96M
|
-$115K
|
-2,133
|
-5%
|
|
|
14
|
Miracle Mile Advisors
Los Angeles,
California
|
$1.74M
|
-$15.6K
|
-290
|
-0.9%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$1.68M
|
+$3.77K
|
+70
|
+0.2%
|
|
|
16
|
Darwin Wealth Management
Tampa,
Florida
|
$1.64M
|
-$104K
|
-1,926
|
-6%
|
|
|
17
|
|
$1.51M
|
-$990K
|
-18,394
|
-39%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$1.38M
|
+$154K
|
+2,860
|
+12%
|
|
|
19
|
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
$1.34M
|
-$1.51K
|
-28
|
-0.1%
|
|
|
20
|
Pine Grove Financial Group
Woodbury,
Minnesota
|
$1.16M
|
-$3.82K
|
-71
|
-0.3%
|
|
|
21
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$920K
|
+$949K
|
+17,645
|
New
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$872K
|
–
|
–
|
–
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$823K
|
-$8.18K
|
-152
|
-1%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$809K
|
-$294K
|
-5,466
|
-26%
|
|
|
25
|
Modern Wealth Management
Lenexa,
Kansas
|
$791K
|
-$108K
|
-2,014
|
-12%
|
|
