|
1
|
AssetMark Inc
Concord,
California
|
$15.7M
|
-$1.11M
|
-44,156
|
-7%
|
|
|
2
|
CoreCap Advisors
Southfield,
Michigan
|
$7.97M
|
+$8.1M
|
+322,783
|
New
|
|
|
3
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$6.98M
|
-$4.61M
|
-183,873
|
-39%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.01M
|
-$131K
|
-5,213
|
-3%
|
|
|
5
|
Leuthold Group
Minneapolis,
Minnesota
|
$2.01M
|
+$2.05M
|
+81,551
|
New
|
|
|
6
|
Sunbelt Securities
Houston,
Texas
|
$1.98M
|
+$23.8K
|
+947
|
+1%
|
|
|
7
|
Atria Investments
Charlotte,
North Carolina
|
$1.7M
|
+$252K
|
+10,067
|
+17%
|
|
|
8
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.46M
|
+$37K
|
+1,477
|
+3%
|
|
|
9
|
|
$1.31M
|
+$1.33M
|
+52,918
|
New
|
|
|
10
|
IFP Advisors
Tampa,
Florida
|
$1.14M
|
+$102K
|
+4,084
|
+10%
|
|
|
11
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$1.07M
|
-$14K
|
-558
|
-1%
|
|
|
12
|
MGO One Seven
Beachwood,
Ohio
|
$917K
|
+$74.4K
|
+2,968
|
+9%
|
|
|
13
|
Strategic Blueprint
Atlanta,
Georgia
|
$747K
|
-$37.6K
|
-1,500
|
-5%
|
|
|
14
|
Fulcrum Equity Management
Plano,
Texas
|
$577K
|
-$42.5K
|
-1,696
|
-7%
|
|
|
15
|
Legacy Wealth Partners (Colorado)
Lakewood,
Colorado
|
$564K
|
+$28.3K
|
+1,130
|
+5%
|
|
|
16
|
|
$537K
|
-$1.68M
|
-66,801
|
-75%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$466K
|
+$474K
|
+18,891
|
New
|
|
|
18
|
VisionPoint Advisory Group
Dallas,
Texas
|
$465K
|
-$23.2K
|
-925
|
-5%
|
|
|
19
|
RFG Advisory
Birmingham,
Alabama
|
$399K
|
-$24.8K
|
-987
|
-6%
|
|
|
20
|
Fiscal Wisdom Wealth Management
Canton,
Connecticut
|
$210K
|
-$74.9K
|
-2,988
|
-26%
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$95.3K
|
+$9.98K
|
+398
|
+11%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$46.2K
|
+$47K
|
+1,873
|
New
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.6K
|
+$5.69K
|
+227
|
New
|
|
|
24
|
Rossby Financial
Melbourne,
Florida
|
$4.74K
|
+$953
|
+38
|
+25%
|
|
|
25
|
TFB Advisors
Overland Park,
Kansas
|
–
|
-$308K
|
-12,317
|
Closed
|
|
