|
1
|
Axxcess Wealth Management
Carlsbad,
California
|
$2.78M
|
+$2.73M
|
+113,178
|
New
|
|
|
2
|
Darwin Wealth Management
Tampa,
Florida
|
$2.78M
|
+$66.4K
|
+2,749
|
+2%
|
|
|
3
|
Mather Group
Chicago,
Illinois
|
$2.77M
|
-$3.88M
|
-160,777
|
-59%
|
|
|
4
|
Cary Street Partners
Richmond,
Virginia
|
$2.37M
|
+$2.33M
|
+96,542
|
New
|
|
|
5
|
Arete Wealth Advisors
Chicago,
Illinois
|
$2.12M
|
+$1.53M
|
+63,529
|
+279%
|
|
|
6
|
Arrowroot Family Office
Marina Del Rey,
California
|
$1.85M
|
-$1.17M
|
-48,505
|
-39%
|
|
|
7
|
Empire Financial Management Company
New York
|
$1.04M
|
+$1.02M
|
+42,343
|
New
|
|
|
8
|
Fermata Advisors
Sonoma,
California
|
$937K
|
+$35.8K
|
+1,481
|
+4%
|
|
|
9
|
January Capital Advisors
San Francisco,
California
|
$403K
|
-$1.52K
|
-63
|
-0.4%
|
|
|
10
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$359K
|
+$1.59K
|
+66
|
+0.5%
|
|
|
11
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$325K
|
–
|
–
|
–
|
|
|
12
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$268K
|
+$264K
|
+10,917
|
New
|
|
|
13
|
GTS Securities
Miami,
Florida
|
$266K
|
-$131K
|
-5,416
|
-33%
|
|
|
14
|
Clark Asset Management
Stratham,
New Hampshire
|
$229K
|
–
|
–
|
–
|
|
|
15
|
Compass Financial Management
Tampa,
Florida
|
$101K
|
+$99.2K
|
+4,104
|
New
|
|
|
16
|
Farther Finance Advisors
San Francisco,
California
|
$70.5K
|
-$19.9K
|
-824
|
-22%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8K
|
+$7.59K
|
+314
|
New
|
|
|
18
|
Osbon Capital Management
Boston,
Massachusetts
|
–
|
-$27.1K
|
-1,168
|
Closed
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
–
|
-$14.1K
|
-609
|
Closed
|
|
