|
1
|
Elevatus Welath Management
Victor,
New York
|
$10.5M
|
-$1.68M
|
-65,251
|
-14%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$9.71M
|
+$5M
|
+194,719
|
+106%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.43M
|
-$3.3M
|
-128,310
|
-31%
|
|
|
4
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$6.03M
|
+$6.02M
|
+234,439
|
New
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.35M
|
-$1.54M
|
-60,134
|
-22%
|
|
|
6
|
|
$4.84M
|
-$1.25M
|
-48,866
|
-21%
|
|
|
7
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$4.62M
|
-$89.4K
|
-3,481
|
-2%
|
|
|
8
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$4.07M
|
+$1.77M
|
+68,984
|
+77%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$3.69M
|
+$3.69M
|
+143,829
|
New
|
|
|
10
|
|
$3.05M
|
–
|
–
|
–
|
|
|
11
|
J.W. Cole Advisors
Tampa,
Florida
|
$2.69M
|
-$130K
|
-5,071
|
-5%
|
|
|
12
|
|
$1.6M
|
+$1.61M
|
+62,548
|
New
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$1.55M
|
-$547K
|
-21,316
|
-26%
|
|
|
14
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$1.4M
|
+$570K
|
+22,209
|
+69%
|
|
|
15
|
Endurance Services Ltd
Purchase,
New York
|
$1.28M
|
+$1.28M
|
+50,000
|
New
|
|
|
16
|
Flow Traders U.S.
New York
|
$1.21M
|
+$421K
|
+16,403
|
+53%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.17M
|
+$262K
|
+10,194
|
+29%
|
|
|
18
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$1.08M
|
+$779K
|
+30,344
|
+254%
|
|
|
19
|
BOS Asset Management
Springfield,
Illinois
|
$750K
|
–
|
–
|
–
|
|
|
20
|
Bison Wealth
Atlanta,
Georgia
|
$738K
|
+$739K
|
+28,782
|
New
|
|
|
21
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$723K
|
-$11.6M
|
-451,305
|
-94%
|
|
|
22
|
Regal Investment Advisors
Kentwood,
Michigan
|
$427K
|
+$223K
|
+8,677
|
+109%
|
|
|
23
|
Napa Wealth Management
Napa,
California
|
$417K
|
+$418K
|
+16,269
|
New
|
|
|
24
|
Founders Financial Securities
Towson,
Maryland
|
$386K
|
+$387K
|
+15,060
|
New
|
|
|
25
|
Family Investment Center
Saint Joseph,
Missouri
|
$360K
|
+$97.7K
|
+3,803
|
+37%
|
|
