|
1
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$14.2M
|
+$759K
|
+8,781
|
+6%
|
|
|
2
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$10.9M
|
+$10.9M
|
+126,284
|
New
|
|
|
3
|
LPL Financial
San Diego,
California
|
$10.2M
|
+$1.4M
|
+16,159
|
+16%
|
|
|
4
|
|
$8.78M
|
+$8.79M
|
+101,712
|
New
|
|
|
5
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$8.09M
|
+$8.07M
|
+93,405
|
New
|
|
|
6
|
Atria Wealth Solutions
New York
|
$8.02M
|
+$3.32M
|
+38,381
|
+71%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$7.86M
|
+$551K
|
+6,376
|
+8%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.74M
|
+$3.73M
|
+43,113
|
+93%
|
|
|
9
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$6.04M
|
+$236K
|
+2,727
|
+4%
|
|
|
10
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$5.79M
|
+$1.15M
|
+13,266
|
+25%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$4.27M
|
+$4.28M
|
+49,504
|
New
|
|
|
12
|
New Wave Wealth Advisors
Springdale,
Arkansas
|
$4.07M
|
-$188K
|
-2,174
|
-4%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$3.89M
|
+$1.47M
|
+17,037
|
+61%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.76M
|
+$1.02M
|
+11,772
|
+37%
|
|
|
15
|
Dark Forest Capital Management
San Juan,
Puerto Rico
|
$2.71M
|
-$1.47M
|
-16,986
|
-35%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$2.7M
|
+$683K
|
+7,904
|
+34%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.47M
|
-$94.9K
|
-1,098
|
-4%
|
|
|
18
|
Focus Financial Network
Minneapolis,
Minnesota
|
$2.25M
|
+$156K
|
+1,805
|
+7%
|
|
|
19
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$2.17M
|
+$2.17M
|
+25,129
|
New
|
|
|
20
|
a16z Perennial Management
Menlo Park,
California
|
$1.89M
|
–
|
–
|
–
|
|
|
21
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$1.79M
|
+$1.79M
|
+20,711
|
New
|
|
|
22
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$1.58M
|
+$1.58M
|
+18,253
|
New
|
|
|
23
|
AXS Investments
Port Chester,
New York
|
$1.51M
|
-$77.7K
|
-899
|
-5%
|
|
|
24
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.47M
|
+$1.47M
|
+17,018
|
New
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.22M
|
+$262K
|
+3,032
|
+27%
|
|
