|
1
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$8.11M
|
+$665K
|
+15,041
|
+9%
|
|
|
2
|
IHT Wealth Management
Chicago,
Illinois
|
$7.71M
|
+$152K
|
+3,433
|
+2%
|
|
|
3
|
Atria Investments
Charlotte,
North Carolina
|
$6.11M
|
+$784K
|
+17,747
|
+15%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$4.32M
|
+$3.08M
|
+69,598
|
+254%
|
|
|
5
|
Insight Advisors
Newtown,
Pennsylvania
|
$4.29M
|
+$18.3K
|
+415
|
+0.4%
|
|
|
6
|
Defined Financial Planning
San Rafael,
California
|
$3.8M
|
+$693K
|
+15,677
|
+23%
|
|
|
7
|
NBC Securities
Birmingham,
Alabama
|
$2.35M
|
+$61.9K
|
+1,400
|
+3%
|
|
|
8
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$2.02M
|
+$86.4K
|
+1,954
|
+5%
|
|
|
9
|
RFG Advisory
Birmingham,
Alabama
|
$1.93M
|
+$17.4K
|
+394
|
+0.9%
|
|
|
10
|
|
$1.36M
|
-$1.67M
|
-37,784
|
-55%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$1.25M
|
+$223K
|
+5,037
|
+22%
|
|
|
12
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.15M
|
-$271K
|
-6,122
|
-19%
|
|
|
13
|
Harbour Investments
Madison,
Wisconsin
|
$995K
|
+$210K
|
+4,762
|
+27%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$823K
|
+$76.8K
|
+1,738
|
+10%
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$685K
|
-$42.6K
|
-963
|
-6%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$664K
|
+$69K
|
+1,562
|
+12%
|
|
|
17
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$643K
|
-$222K
|
-5,018
|
-26%
|
|
|
18
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$480K
|
+$51.6K
|
+1,168
|
+12%
|
|
|
19
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$390K
|
-$88.3K
|
-1,997
|
-19%
|
|
|
20
|
REAP Financial Group
Austin,
Texas
|
$317K
|
-$133
|
-3
|
-0%
|
|
|
21
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$300K
|
+$297K
|
+6,729
|
New
|
|
|
22
|
ORG Partners
Roanoke,
Indiana
|
$274K
|
-$5.75K
|
-130
|
-2%
|
|
|
23
|
Summit Financial
Parsippany,
New Jersey
|
$242K
|
+$240K
|
+5,441
|
New
|
|
|
24
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$234K
|
+$232K
|
+5,246
|
New
|
|
|
25
|
Bank of New York Mellon
New York
|
$234K
|
+$8.31K
|
+188
|
+4%
|
|
