|
1
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$13.4M
|
+$674K
|
+7,923
|
+5%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$8.83M
|
+$1.6M
|
+18,801
|
+22%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$7.3M
|
+$531K
|
+6,236
|
+8%
|
|
|
4
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$5.8M
|
+$274K
|
+3,226
|
+5%
|
|
|
5
|
Atria Wealth Solutions
New York
|
$4.69M
|
+$371K
|
+4,356
|
+9%
|
|
|
6
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$4.64M
|
+$595K
|
+6,994
|
+15%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.44M
|
+$2.08M
|
+24,425
|
+90%
|
|
|
8
|
New Wave Wealth Advisors
Springdale,
Arkansas
|
$4.25M
|
+$115K
|
+1,357
|
+3%
|
|
|
9
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$4.25M
|
+$4.19M
|
+49,251
|
New
|
|
|
10
|
Dark Forest Capital Management
San Juan,
Puerto Rico
|
$4.17M
|
+$172K
|
+2,017
|
+4%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.01M
|
+$130K
|
+1,532
|
+3%
|
|
|
12
|
Equitable Holdings
New York
|
$3.1M
|
+$503K
|
+5,911
|
+20%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.74M
|
-$1.07M
|
-12,545
|
-28%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.56M
|
+$209K
|
+2,461
|
+9%
|
|
|
15
|
|
$2.46M
|
+$1.88M
|
+22,085
|
+345%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$2.42M
|
-$6.5M
|
-76,364
|
-73%
|
|
|
17
|
Focus Financial Network
Minneapolis,
Minnesota
|
$2.09M
|
+$33.2K
|
+390
|
+2%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$2.01M
|
+$367K
|
+4,315
|
+23%
|
|
|
19
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.01M
|
+$1.98M
|
+23,293
|
New
|
|
|
20
|
a16z Perennial Management
Menlo Park,
California
|
$1.89M
|
+$252K
|
+2,967
|
+16%
|
|
|
21
|
AXS Investments
Port Chester,
New York
|
$1.59M
|
-$396K
|
-4,658
|
-20%
|
|
|
22
|
Strait & Sound Wealth Management
San Francisco,
California
|
$1.17M
|
+$761K
|
+8,942
|
+195%
|
|
|
23
|
Axxcess Wealth Management
Carlsbad,
California
|
$979K
|
-$851
|
-10
|
-0.1%
|
|
|
24
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$976K
|
-$851
|
-10
|
-0.1%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$953K
|
+$709K
|
+8,330
|
+307%
|
|
