|
26
|
Legacy Wealth Partners (California)
Calabasas,
California
|
$350K
|
+$95.9K
|
+3,731
|
+41%
|
|
|
27
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$340K
|
–
|
–
|
–
|
|
|
28
|
NewEdge Advisors
New Orleans,
Louisiana
|
$287K
|
+$271K
|
+10,551
|
New
|
|
|
29
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$236K
|
+$224K
|
+8,700
|
New
|
|
|
30
|
Financial Advocates Investment Management
Olympia,
Washington
|
$233K
|
+$220K
|
+8,563
|
New
|
|
|
31
|
GeoWealth Management
Chicago,
Illinois
|
$197K
|
+$189K
|
+7,350
|
New
|
|
|
32
|
Osaic Holdings
Scottsdale,
Arizona
|
$97K
|
+$76.3K
|
+2,967
|
+512%
|
|
|
33
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$76K
|
+$43.7K
|
+1,699
|
+151%
|
|
|
34
|
Creative Financial Designs
Kokomo,
Indiana
|
$42K
|
+$39.5K
|
+1,536
|
New
|
|
|
35
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$41K
|
+$39.2K
|
+1,523
|
New
|
|
|
36
|
UBS Group
Zurich,
Switzerland
|
$21K
|
+$9.93K
|
+386
|
+97%
|
|
|
37
|
Pin Oak Investment Advisors
Houston,
Texas
|
$17K
|
+$16.1K
|
+625
|
New
|
|
|
38
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$16K
|
+$77
|
+3
|
+0.5%
|
|
|
39
|
Evoke Wealth
Los Angeles,
California
|
$15K
|
–
|
–
|
–
|
|
|
40
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$12K
|
+$11.3K
|
+439
|
New
|
|
|
41
|
Slow Capital
Greenbrae,
California
|
$10K
|
+$9.54K
|
+371
|
New
|
|
|
42
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$9.37K
|
–
|
–
|
–
|
|
|
43
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$9K
|
+$8.95K
|
+348
|
New
|
|
|
44
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$7K
|
+$6.17K
|
+240
|
New
|
|
|
45
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$7K
|
+$6.43K
|
+250
|
New
|
|
|
46
|
TFC Financial Management
Boston,
Massachusetts
|
$7K
|
+$6.69K
|
+260
|
New
|
|
|
47
|
Retirement Group
San Diego,
California
|
$4K
|
–
|
–
|
–
|
|
|
48
|
IFP Advisors
Tampa,
Florida
|
$4K
|
+$3.88K
|
+151
|
New
|
|
|
49
|
Procyon Advisors
Shelton,
Connecticut
|
–
|
-$42K
|
-1,823
|
Closed
|
|
|
50
|
Penserra Capital Management
Orinda,
California
|
–
|
-$34K
|
-1,496
|
Closed
|
|
