|
1
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$26.2M
|
-$2.28M
|
-60,926
|
-8%
|
|
|
2
|
Philip James Wealth Mangement
Milton,
Georgia
|
$6.8M
|
-$2.93M
|
-78,381
|
-29%
|
|
|
3
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.07M
|
+$3.21M
|
+85,753
|
New
|
|
|
4
|
Savvy Advisors Inc
New York
|
$2.5M
|
+$2.61M
|
+69,748
|
New
|
|
|
5
|
Proficio Capital Partners
Newton,
Massachusetts
|
$1.55M
|
–
|
–
|
–
|
|
|
6
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.23M
|
-$158K
|
-4,219
|
-11%
|
|
|
7
|
Wealth Effects
Boston,
Massachusetts
|
$1.01M
|
+$213K
|
+5,695
|
+25%
|
|
|
8
|
Ritholtz Wealth Management
New York
|
$586K
|
+$611K
|
+16,331
|
New
|
|
|
9
|
Womack Financial
Dallas,
Texas
|
$438K
|
+$11.3K
|
+303
|
+3%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$392K
|
+$231K
|
+6,178
|
+130%
|
|
|
11
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$381K
|
+$5.99K
|
+160
|
+2%
|
|
|
12
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$381K
|
+$5.99K
|
+160
|
+2%
|
|
|
13
|
Bravias Capital Group
Iselin,
New Jersey
|
$268K
|
+$486
|
+13
|
+0.2%
|
|
|
14
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$23.3K
|
–
|
–
|
–
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$7.1K
|
+$7.41K
|
+198
|
New
|
|
|
16
|
|
$5.53K
|
–
|
–
|
–
|
|
|
17
|
Atomi Financial Group
New York
|
–
|
-$531K
|
-14,344
|
Closed
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$526K
|
-14,199
|
Closed
|
|
|
19
|
AlphaCore Capital
La Jolla,
California
|
–
|
-$32.9K
|
-887
|
Closed
|
|
|
20
|
Inlight Wealth Management
Atlanta,
Georgia
|
–
|
-$28.7K
|
-774
|
Closed
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$1.15K
|
-31
|
Closed
|
|
