|
1
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$29.4M
|
-$252K
|
-7,015
|
-0.9%
|
|
|
2
|
Philip James Wealth Mangement
Milton,
Georgia
|
$9.93M
|
+$161K
|
+4,475
|
+2%
|
|
|
3
|
Proficio Capital Partners
Newton,
Massachusetts
|
$1.6M
|
–
|
–
|
–
|
|
|
4
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.42M
|
+$2.12K
|
+59
|
+0.2%
|
|
|
5
|
Wealth Effects
Boston,
Massachusetts
|
$832K
|
+$106K
|
+2,965
|
+15%
|
|
|
6
|
Atomi Financial Group
New York
|
$531K
|
+$515K
|
+14,344
|
New
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$526K
|
+$510K
|
+14,199
|
New
|
|
|
8
|
Womack Financial
Dallas,
Texas
|
$442K
|
+$52.1K
|
+1,450
|
+14%
|
|
|
9
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$387K
|
-$1.04K
|
-29
|
-0.3%
|
|
|
10
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$387K
|
+$375K
|
+10,460
|
New
|
|
|
11
|
Bravias Capital Group
Iselin,
New Jersey
|
$276K
|
+$42.6K
|
+1,188
|
+19%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$176K
|
-$174K
|
-4,855
|
-51%
|
|
|
13
|
AlphaCore Capital
La Jolla,
California
|
$32.9K
|
+$31.8K
|
+887
|
New
|
|
|
14
|
Inlight Wealth Management
Atlanta,
Georgia
|
$28.7K
|
–
|
–
|
–
|
|
|
15
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$24.1K
|
–
|
–
|
–
|
|
|
16
|
|
$5.85K
|
+$5.67K
|
+158
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$1.15K
|
+$1.11K
|
+31
|
New
|
|
|
18
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
–
|
-$280K
|
-8,064
|
Closed
|
|
|
19
|
Clune & Associates
Chicago,
Illinois
|
–
|
-$245K
|
-7,052
|
Closed
|
|
|
20
|
|
–
|
-$60
|
-1
|
Closed
|
|
