|
1
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$24.3M
|
+$24.4M
|
+931,267
|
New
|
|
|
2
|
Strategic Blueprint
Atlanta,
Georgia
|
$14.7M
|
+$7.59M
|
+289,719
|
+107%
|
|
|
3
|
|
$8.36M
|
-$2.1M
|
-80,000
|
-20%
|
|
|
4
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$5.07M
|
-$231K
|
-8,818
|
-4%
|
|
|
5
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$3.83M
|
–
|
–
|
–
|
|
|
6
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.2M
|
+$21K
|
+800
|
+1%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$1.97M
|
–
|
–
|
–
|
|
|
8
|
Panoramic Investment Advisors
Denver,
Colorado
|
$1.79M
|
+$308K
|
+11,750
|
+21%
|
|
|
9
|
Snowden Capital Advisors
New York
|
$1.63M
|
-$75.7K
|
-2,889
|
-4%
|
|
|
10
|
CRA Financial Services
Northfield,
New Jersey
|
$1.47M
|
+$119K
|
+4,550
|
+9%
|
|
|
11
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.28M
|
–
|
–
|
–
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
$1.16M
|
+$1.16M
|
+44,297
|
New
|
|
|
13
|
|
$1.06M
|
-$323K
|
-12,314
|
-23%
|
|
|
14
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.03M
|
-$118K
|
-4,500
|
-10%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$955K
|
+$266K
|
+10,139
|
+38%
|
|
|
16
|
Middleton & Co
Boston,
Massachusetts
|
$947K
|
–
|
–
|
–
|
|
|
17
|
Tradition Wealth Management
Edina,
Minnesota
|
$844K
|
–
|
–
|
–
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$809K
|
+$811K
|
+30,956
|
New
|
|
|
19
|
NBZ Investment Advisors
Knoxville,
Tennessee
|
$798K
|
+$800K
|
+30,531
|
New
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$677K
|
–
|
–
|
–
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$643K
|
-$1.28M
|
-48,908
|
-67%
|
|
|
22
|
Grantvest Financial Group
Matawan,
New Jersey
|
$538K
|
+$540K
|
+20,583
|
New
|
|
|
23
|
Weaver Consulting Group
Huntington Beach,
California
|
$361K
|
–
|
–
|
–
|
|
|
24
|
BCGM Wealth Management
Lafayette,
Indiana
|
$336K
|
–
|
–
|
–
|
|
|
25
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$304K
|
–
|
–
|
–
|
|
