|
1
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$26.1M
|
+$21M
|
+801,761
|
+547%
|
|
|
2
|
Strategic Blueprint
Atlanta,
Georgia
|
$18.5M
|
+$2.41M
|
+91,713
|
+16%
|
|
|
3
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$4.81M
|
+$2.53M
|
+96,370
|
+123%
|
|
|
4
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$4.77M
|
-$251K
|
-9,567
|
-5%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.46M
|
+$2.69M
|
+102,616
|
+441%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$2.02M
|
–
|
–
|
–
|
|
|
7
|
Panoramic Investment Advisors
Denver,
Colorado
|
$1.88M
|
-$10.5K
|
-400
|
-0.6%
|
|
|
8
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.29M
|
-$52.5K
|
-2,001
|
-4%
|
|
|
9
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$1.18M
|
-$17.8M
|
-679,927
|
-94%
|
|
|
10
|
CRA Financial Services
Northfield,
New Jersey
|
$1.18M
|
-$371K
|
-14,140
|
-25%
|
|
|
11
|
Middleton & Co
Boston,
Massachusetts
|
$994K
|
–
|
–
|
–
|
|
|
12
|
Snowden Capital Advisors
New York
|
$985K
|
-$568K
|
-21,628
|
-38%
|
|
|
13
|
Crosspoint Financial
Tustin,
California
|
$947K
|
–
|
–
|
–
|
|
|
14
|
NBZ Investment Advisors
Knoxville,
Tennessee
|
$801K
|
–
|
–
|
–
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$792K
|
-$189K
|
-7,201
|
-20%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$718K
|
-$2.62K
|
-100
|
-0.4%
|
|
|
17
|
Tradition Wealth Management
Edina,
Minnesota
|
$714K
|
–
|
–
|
–
|
|
|
18
|
Cypress Wealth Services
Palm Desert,
California
|
$600K
|
+$572K
|
+21,814
|
New
|
|
|
19
|
Grantvest Financial Group
Matawan,
New Jersey
|
$505K
|
+$3.54K
|
+135
|
+0.7%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$461K
|
-$450K
|
-17,163
|
-51%
|
|
|
21
|
FC Advisory
West Chester,
Pennsylvania
|
$407K
|
+$388K
|
+14,799
|
New
|
|
|
22
|
Weaver Consulting Group
Huntington Beach,
California
|
$380K
|
–
|
–
|
–
|
|
|
23
|
BCGM Wealth Management
Lafayette,
Indiana
|
$356K
|
–
|
–
|
–
|
|
|
24
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$341K
|
–
|
–
|
–
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$306K
|
–
|
–
|
–
|
|
