|
1
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$12.6M
|
+$5.72M
|
+67,173
|
+83%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$8.87M
|
+$2.36M
|
+27,662
|
+36%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$7.11M
|
+$1.81M
|
+21,213
|
+34%
|
|
|
4
|
TownSquare Capital
Provo,
Utah
|
$6.7M
|
+$10.2K
|
+120
|
+0.2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$6.66M
|
+$3.16M
|
+37,118
|
+90%
|
|
|
6
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$5.44M
|
+$290K
|
+3,400
|
+6%
|
|
|
7
|
KFG Wealth Management
Granger,
Indiana
|
$5.22M
|
+$329K
|
+3,863
|
+7%
|
|
|
8
|
Atria Wealth Solutions
New York
|
$4.26M
|
+$1.21M
|
+14,258
|
+40%
|
|
|
9
|
New Wave Wealth Advisors
Springdale,
Arkansas
|
$4.07M
|
+$4.08M
|
+47,894
|
New
|
|
|
10
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$3.98M
|
+$3.99M
|
+46,791
|
New
|
|
|
11
|
Dark Forest Capital Management
San Juan,
Puerto Rico
|
$3.94M
|
+$3.95M
|
+46,302
|
New
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.83M
|
-$539K
|
-6,330
|
-12%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.76M
|
+$1.13M
|
+13,287
|
+43%
|
|
|
14
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$2.76M
|
+$26.4K
|
+310
|
+1%
|
|
|
15
|
Equitable Holdings
New York
|
$2.55M
|
+$1.51M
|
+17,757
|
+145%
|
|
|
16
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$2.44M
|
+$542K
|
+6,362
|
+28%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.32M
|
-$284K
|
-3,339
|
-11%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.3M
|
+$2.31M
|
+27,101
|
New
|
|
|
19
|
Focus Financial Network
Minneapolis,
Minnesota
|
$2.04M
|
+$41K
|
+481
|
+2%
|
|
|
20
|
AXS Investments
Port Chester,
New York
|
$1.96M
|
+$1.97M
|
+23,072
|
New
|
|
|
21
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$1.79M
|
+$19K
|
+223
|
+1%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$1.62M
|
+$1.01M
|
+11,824
|
+164%
|
|
|
23
|
a16z Perennial Management
Menlo Park,
California
|
$1.61M
|
+$1.61M
|
+18,948
|
New
|
|
|
24
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$1.45M
|
–
|
–
|
–
|
|
|
25
|
Axxcess Wealth Management
Carlsbad,
California
|
$966K
|
+$26.7K
|
+313
|
+3%
|
|
