|
1
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$7.17M
|
+$366K
|
+8,425
|
+5%
|
|
|
2
|
IHT Wealth Management
Chicago,
Illinois
|
$6.79M
|
-$691K
|
-15,909
|
-9%
|
|
|
3
|
Atria Investments
Charlotte,
North Carolina
|
$4.93M
|
-$133K
|
-3,070
|
-3%
|
|
|
4
|
Insight Advisors
Newtown,
Pennsylvania
|
$3.93M
|
+$483K
|
+11,125
|
+14%
|
|
|
5
|
Defined Financial Planning
San Rafael,
California
|
$2.9M
|
+$139K
|
+3,191
|
+5%
|
|
|
6
|
Armis Advisers
Atlanta,
Georgia
|
$2.21M
|
-$245K
|
-5,638
|
-10%
|
|
|
7
|
NBC Securities
Birmingham,
Alabama
|
$2.19M
|
+$2.17M
|
+50,014
|
+147,100%
|
|
|
8
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$1.85M
|
-$1.87K
|
-43
|
-0.1%
|
|
|
9
|
RFG Advisory
Birmingham,
Alabama
|
$1.84M
|
-$95.8K
|
-2,204
|
-5%
|
|
|
10
|
|
$1.48M
|
-$2.54M
|
-58,379
|
-63%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$1.28M
|
-$3.13K
|
-72
|
-0.2%
|
|
|
12
|
Private Advisor Group
Morristown,
New Jersey
|
$1.26M
|
-$4.44M
|
-102,119
|
-78%
|
|
|
13
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.1M
|
+$1.09M
|
+25,102
|
New
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.04M
|
+$795K
|
+18,304
|
+332%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$925K
|
+$917K
|
+21,097
|
New
|
|
|
16
|
LPL Financial
San Diego,
California
|
$801K
|
+$498K
|
+11,469
|
+169%
|
|
|
17
|
Harbour Investments
Madison,
Wisconsin
|
$694K
|
+$90.3K
|
+2,079
|
+15%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$657K
|
-$291K
|
-6,686
|
-31%
|
|
|
19
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$645K
|
+$214K
|
+4,924
|
+50%
|
|
|
20
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$592K
|
-$4.67M
|
-107,439
|
-89%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$430K
|
+$426K
|
+9,810
|
New
|
|
|
22
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$329K
|
+$326K
|
+7,496
|
New
|
|
|
23
|
REAP Financial Group
Austin,
Texas
|
$327K
|
-$27.3K
|
-629
|
-8%
|
|
|
24
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$321K
|
+$318K
|
+7,316
|
New
|
|
|
25
|
Drive Wealth Management
Lehi,
Utah
|
$247K
|
+$1.82K
|
+42
|
+0.7%
|
|
