|
1
|
Tactive Advisors
Jacksonville,
Florida
|
$13M
|
+$8.3M
|
+253,450
|
+146%
|
|
|
2
|
Insight Wealth Strategies
San Ramon,
California
|
$11.4M
|
+$10.7M
|
+325,567
|
+637%
|
|
|
3
|
Weil Company
San Diego,
California
|
$9.99M
|
+$848K
|
+25,872
|
+9%
|
|
|
4
|
Mather Group
Chicago,
Illinois
|
$7.23M
|
+$3.43M
|
+104,723
|
+79%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$7.14M
|
+$805K
|
+24,586
|
+12%
|
|
|
6
|
Brookwood Investment Group
Phoenix,
Arizona
|
$6.25M
|
-$538K
|
-16,414
|
-7%
|
|
|
7
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$6.06M
|
-$491K
|
-14,985
|
-7%
|
|
|
8
|
Encompass More Asset Management
Danville,
California
|
$5.66M
|
+$4.22M
|
+128,807
|
+228%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$4.41M
|
-$9.8K
|
-299
|
-0.2%
|
|
|
10
|
CLG LLC
Long Beach,
California
|
$3.26M
|
-$53.9K
|
-1,646
|
-2%
|
|
|
11
|
|
$3.11M
|
+$473K
|
+14,440
|
+17%
|
|
|
12
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$3.04M
|
+$43.5K
|
+1,329
|
+1%
|
|
|
13
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$2.54M
|
+$488K
|
+14,889
|
+22%
|
|
|
14
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$2.54M
|
+$488K
|
+14,889
|
+22%
|
|
|
15
|
Compass Financial Management
Tampa,
Florida
|
$2.3M
|
+$2.47M
|
+75,326
|
New
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$1.91M
|
-$266K
|
-8,111
|
-11%
|
|
|
17
|
Arrowroot Family Office
Marina Del Rey,
California
|
$1.89M
|
+$1.45M
|
+44,187
|
+252%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.83M
|
-$276K
|
-8,435
|
-12%
|
|
|
19
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$1.79M
|
+$739K
|
+22,567
|
+64%
|
|
|
20
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$1.37M
|
+$143K
|
+4,358
|
+11%
|
|
|
21
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.34M
|
+$970K
|
+29,600
|
+208%
|
|
|
22
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$1.28M
|
-$12.2K
|
-373
|
-0.9%
|
|
|
23
|
RHS Financial
San Francisco,
California
|
$1.22M
|
+$1.07M
|
+32,599
|
+447%
|
|
|
24
|
Quantinno Capital Management
New York
|
$1.15M
|
+$1.24M
|
+37,700
|
New
|
|
|
25
|
|
$769K
|
+$824K
|
+25,166
|
New
|
|
