|
1
|
Weil Company
San Diego,
California
|
$5.78M
|
+$1.64M
|
+51,817
|
+35%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$5.71M
|
+$2.05M
|
+64,444
|
+48%
|
|
|
3
|
Brookwood Investment Group
Phoenix,
Arizona
|
$5.1M
|
+$1.52M
|
+48,004
|
+37%
|
|
|
4
|
CLG LLC
Long Beach,
California
|
$3.46M
|
-$201K
|
-6,345
|
-5%
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$3.41M
|
–
|
–
|
–
|
|
|
6
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$2.86M
|
+$71.5K
|
+2,253
|
+2%
|
|
|
7
|
|
$1.41M
|
+$1.55M
|
+48,890
|
New
|
|
|
8
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$1.24M
|
-$233K
|
-7,331
|
-15%
|
|
|
9
|
Insight Wealth Strategies
San Ramon,
California
|
$1.07M
|
+$511K
|
+16,084
|
+77%
|
|
|
10
|
Tactive Advisors
Jacksonville,
Florida
|
$942K
|
+$1.04M
|
+32,658
|
New
|
|
|
11
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$875K
|
+$963K
|
+30,349
|
New
|
|
|
12
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$875K
|
+$963K
|
+30,349
|
New
|
|
|
13
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$687K
|
+$419K
|
+13,208
|
+124%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$683K
|
+$283K
|
+8,929
|
+61%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$683K
|
+$283K
|
+8,929
|
+61%
|
|
|
16
|
SMART Wealth
Omaha,
Nebraska
|
$672K
|
+$740K
|
+23,310
|
New
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$557K
|
+$613K
|
+19,306
|
New
|
|
|
18
|
Encompass More Asset Management
Danville,
California
|
$516K
|
-$50.1K
|
-1,579
|
-8%
|
|
|
19
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$437K
|
+$481K
|
+15,158
|
New
|
|
|
20
|
GTS Securities
Miami,
Florida
|
$315K
|
-$160K
|
-5,050
|
-32%
|
|
|
21
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$223K
|
+$229K
|
+7,202
|
New
|
|
|
22
|
Arrowroot Family Office
Marina Del Rey,
California
|
$219K
|
+$241K
|
+7,602
|
New
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$69.5K
|
+$76.5K
|
+2,409
|
New
|
|
|
24
|
Creative Capital Management Investments
San Diego,
California
|
$12.1K
|
+$13.3K
|
+418
|
New
|
|
|
25
|
Farther Finance Advisors
San Francisco,
California
|
$5.77K
|
+$6.35K
|
+200
|
New
|
|
