|
1
|
IHT Wealth Management
Chicago,
Illinois
|
$6.04M
|
+$5.79M
|
+137,564
|
New
|
|
|
2
|
Private Advisor Group
Morristown,
New Jersey
|
$5.68M
|
+$863K
|
+20,490
|
+19%
|
|
|
3
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$4.9M
|
+$4.7M
|
+111,509
|
New
|
|
|
4
|
|
$4.5M
|
+$1.91M
|
+45,342
|
+79%
|
|
|
5
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$2.92M
|
+$2.16M
|
+51,337
|
+336%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$2.51M
|
-$24.4K
|
-580
|
-1%
|
|
|
7
|
Atria Investments
Charlotte,
North Carolina
|
$1.99M
|
+$1.91M
|
+45,280
|
New
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.25M
|
-$74.2K
|
-1,763
|
-6%
|
|
|
9
|
KLR Investment Advisors
Providence,
Rhode Island
|
$875K
|
+$14.6K
|
+346
|
+2%
|
|
|
10
|
My Legacy Advisors
Bend,
Oregon
|
$633K
|
+$209K
|
+4,966
|
+52%
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$589K
|
+$313K
|
+7,435
|
+125%
|
|
|
12
|
|
$547K
|
+$96.2K
|
+2,284
|
+22%
|
|
|
13
|
NBC Securities
Birmingham,
Alabama
|
$519K
|
+$171K
|
+4,061
|
+52%
|
|
|
14
|
REAP Financial Group
Austin,
Texas
|
$330K
|
+$316K
|
+7,513
|
New
|
|
|
15
|
Claro Advisors
Boston,
Massachusetts
|
$256K
|
+$1.3K
|
+31
|
+0.5%
|
|
|
16
|
Bank of New York Mellon
New York
|
$216K
|
+$208K
|
+4,932
|
New
|
|
|
17
|
Team Financial Group
Temecula,
California
|
$168K
|
-$28.8K
|
-685
|
-15%
|
|
|
18
|
Harbour Investments
Madison,
Wisconsin
|
$141K
|
+$135K
|
+3,209
|
New
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$65.8K
|
-$19.7K
|
-469
|
-24%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$10K
|
+$9.6K
|
+228
|
New
|
|
|
21
|
Creative Financial Designs
Kokomo,
Indiana
|
$6.01K
|
–
|
–
|
–
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$44
|
+$42
|
+1
|
New
|
|
|
23
|
RFG Advisory
Birmingham,
Alabama
|
–
|
-$999K
|
-23,971
|
Closed
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
–
|
-$501K
|
-12,021
|
Closed
|
|
|
25
|
Avior Wealth Management
Omaha,
Nebraska
|
–
|
-$59.3K
|
-1,424
|
Closed
|
|
