|
1
|
Kayne Anderson Capital Advisors
Los Angeles,
California
|
$10.3M
|
–
|
–
|
–
|
|
|
2
|
AG Asset Advisory
Los Angeles,
California
|
$7.59M
|
–
|
–
|
–
|
|
|
3
|
Axxcess Wealth Management
Carlsbad,
California
|
$2.79M
|
+$2.79M
|
+108,377
|
New
|
|
|
4
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$2.55M
|
+$1.62M
|
+62,903
|
+173%
|
|
|
5
|
Encompass More Asset Management
Danville,
California
|
$2.05M
|
+$2.06M
|
+79,747
|
New
|
|
|
6
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.75M
|
+$361K
|
+13,994
|
+26%
|
|
|
7
|
Exit Wealth Advisors
Atlanta,
Georgia
|
$1.54M
|
+$923K
|
+35,810
|
+148%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$1.53M
|
–
|
–
|
–
|
|
|
9
|
Belpointe Asset Management
Reno,
Nevada
|
$1.48M
|
-$74K
|
-2,870
|
-5%
|
|
|
10
|
Magnus Financial Group
New York
|
$1.13M
|
-$980K
|
-38,018
|
-46%
|
|
|
11
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$943K
|
+$90.2K
|
+3,500
|
+11%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$828K
|
–
|
–
|
–
|
|
|
13
|
HB Wealth Management
Atlanta,
Georgia
|
$817K
|
–
|
–
|
–
|
|
|
14
|
|
$786K
|
+$457K
|
+17,711
|
+138%
|
|
|
15
|
Accelerate Investment Advisors
Aliso Viejo,
California
|
$662K
|
–
|
–
|
–
|
|
|
16
|
Mosley Wealth Management
Anaheim,
California
|
$630K
|
+$632K
|
+24,513
|
New
|
|
|
17
|
SteelPeak Wealth
Woodland Hills,
California
|
$501K
|
+$503K
|
+19,504
|
New
|
|
|
18
|
Corient Private Wealth
Miami,
Florida
|
$343K
|
–
|
–
|
–
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$271K
|
+$271K
|
+10,510
|
New
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$250K
|
+$251K
|
+9,720
|
New
|
|
|
21
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$21K
|
+$335
|
+13
|
+2%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
–
|
-$647K
|
-25,449
|
Closed
|
|
