|
1
|
Systelligence LLC
Bloomington,
Minnesota
|
$13.4M
|
+$3.85M
|
+132,301
|
+40%
|
|
|
2
|
Karp Capital Management
Sausalito,
California
|
$4.88M
|
+$4.89M
|
+168,102
|
New
|
|
|
3
|
Atria Wealth Solutions
New York
|
$4.77M
|
+$4.79M
|
+164,420
|
New
|
|
|
4
|
Colony Group
Boston,
Massachusetts
|
$3.55M
|
-$80.9K
|
-2,780
|
-2%
|
|
|
5
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$2.58M
|
+$10.3K
|
+354
|
+0.4%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.92M
|
+$257K
|
+8,819
|
+15%
|
|
|
7
|
Fortune 45 LLC
Gonzales,
Louisiana
|
$1.54M
|
-$1.12M
|
-38,480
|
-42%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.42M
|
+$1.42M
|
+48,761
|
New
|
|
|
9
|
MML Investors Services
Springfield,
Massachusetts
|
$1.37M
|
+$1.38M
|
+47,274
|
New
|
|
|
10
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$1.14M
|
+$828K
|
+28,459
|
+262%
|
|
|
11
|
Cetera Advisor Networks
El Segundo,
California
|
$1.02M
|
+$100K
|
+3,421
|
+11%
|
|
|
12
|
Belpointe Asset Management
Reno,
Nevada
|
$948K
|
+$951K
|
+32,657
|
New
|
|
|
13
|
Perigon Wealth Management
San Francisco,
California
|
$866K
|
+$869K
|
+29,838
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$850K
|
+$473K
|
+16,257
|
+125%
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
$592K
|
+$668K
|
+22,956
|
New
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$552K
|
+$165K
|
+5,674
|
+42%
|
|
|
17
|
|
$542K
|
+$62.8K
|
+2,156
|
+13%
|
|
|
18
|
Meridian Wealth Management
Lexington,
Kentucky
|
$252K
|
+$7.13K
|
+245
|
+3%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$153K
|
+$154K
|
+5,275
|
New
|
|
|
20
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$117K
|
+$117K
|
+4,018
|
New
|
|
|
21
|
American Portfolios Advisors
Holbrook,
New York
|
$50.3K
|
-$128K
|
-4,386
|
-72%
|
|
|
22
|
Geneos Wealth Management
Englewood,
Colorado
|
$49K
|
–
|
–
|
–
|
|
|
23
|
Accel Wealth Management
Waverly,
Iowa
|
$23K
|
+$13.1K
|
+450
|
+134%
|
|
|
24
|
Spire Wealth Management
Mclean,
Virginia
|
$6K
|
–
|
–
|
–
|
|
|
25
|
SimpliFi Inc
San Diego,
California
|
–
|
-$12.3M
|
-400,701
|
Closed
|
|
