|
1
|
Weil Company
San Diego,
California
|
$9.66M
|
+$3.3M
|
+101,078
|
+50%
|
|
|
2
|
Brookwood Investment Group
Phoenix,
Arizona
|
$7.08M
|
+$1.44M
|
+44,029
|
+25%
|
|
|
3
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$6.85M
|
+$6.2M
|
+189,701
|
+796%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$6.71M
|
+$365K
|
+11,155
|
+6%
|
|
|
5
|
Tactive Advisors
Jacksonville,
Florida
|
$5.55M
|
+$4.59M
|
+140,468
|
+430%
|
|
|
6
|
Mather Group
Chicago,
Illinois
|
$4.23M
|
+$4.31M
|
+131,910
|
New
|
|
|
7
|
CLG LLC
Long Beach,
California
|
$3.47M
|
-$381K
|
-11,640
|
-10%
|
|
|
8
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$3.15M
|
-$27.9K
|
-853
|
-0.9%
|
|
|
9
|
|
$2.8M
|
+$1.26M
|
+38,524
|
+79%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$2.26M
|
+$1.53M
|
+46,868
|
+198%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.19M
|
+$1.46M
|
+44,776
|
+189%
|
|
|
12
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$2.19M
|
+$1.24M
|
+37,940
|
+125%
|
|
|
13
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$2.19M
|
+$1.24M
|
+37,940
|
+125%
|
|
|
14
|
Encompass More Asset Management
Danville,
California
|
$1.81M
|
+$1.26M
|
+38,672
|
+216%
|
|
|
15
|
Insight Wealth Strategies
San Ramon,
California
|
$1.64M
|
+$462K
|
+14,142
|
+38%
|
|
|
16
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$1.36M
|
-$22.5K
|
-688
|
-2%
|
|
|
17
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$1.29M
|
+$824K
|
+25,208
|
+166%
|
|
|
18
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$1.16M
|
+$919K
|
+28,119
|
+390%
|
|
|
19
|
SMART Wealth
Omaha,
Nebraska
|
$780K
|
+$33.2K
|
+1,015
|
+4%
|
|
|
20
|
Arrowroot Family Office
Marina Del Rey,
California
|
$563K
|
+$326K
|
+9,961
|
+131%
|
|
|
21
|
Arete Wealth Advisors
Chicago,
Illinois
|
$456K
|
+$465K
|
+14,211
|
New
|
|
|
22
|
Summit Global Investments
Bountiful,
Utah
|
$310K
|
+$316K
|
+9,656
|
New
|
|
|
23
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$298K
|
+$306K
|
+9,372
|
New
|
|
|
24
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$283K
|
+$289K
|
+8,841
|
New
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$254K
|
-$372K
|
-11,368
|
-59%
|
|
