|
1
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$19.6M
|
+$19.7M
|
+393,285
|
New
|
|
|
2
|
LPL Financial
San Diego,
California
|
$5.86M
|
+$5.65M
|
+113,008
|
+2,545%
|
|
|
3
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$5.77M
|
+$5.07M
|
+101,329
|
+711%
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$5.07M
|
+$5.08M
|
+101,541
|
New
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.51M
|
+$4.52M
|
+90,278
|
New
|
|
|
6
|
|
$4.22M
|
-$2.69M
|
-53,763
|
-39%
|
|
|
7
|
F/M Investments
Washington,
District of Columbia
|
$3.44M
|
+$24.9K
|
+498
|
+0.7%
|
|
|
8
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.14M
|
+$295K
|
+5,900
|
+35%
|
|
|
9
|
Equitable Holdings
New York
|
$724K
|
+$725K
|
+14,492
|
New
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$662K
|
+$30K
|
+599
|
+5%
|
|
|
11
|
Formidable Asset Management
Cincinnati,
Ohio
|
$502K
|
+$273K
|
+5,462
|
+119%
|
|
|
12
|
Perigon Wealth Management
San Francisco,
California
|
$464K
|
+$64.5K
|
+1,290
|
+16%
|
|
|
13
|
Lido Advisors
Los Angeles,
California
|
$439K
|
+$150K
|
+2,989
|
+51%
|
|
|
14
|
Spinnaker Investment Group
Newport Beach,
California
|
$249K
|
+$249K
|
+4,983
|
New
|
|
|
15
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$236K
|
+$236K
|
+4,721
|
New
|
|
|
16
|
J.W. Cole Advisors
Tampa,
Florida
|
$226K
|
+$21.7K
|
+434
|
+11%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$208K
|
-$1.19M
|
-23,878
|
-85%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$74.4K
|
+$52K
|
+1,039
|
+230%
|
|
|
19
|
Global Retirement Partners
San Rafael,
California
|
$50.9K
|
+$1K
|
+20
|
+2%
|
|
|
20
|
Front Row Advisors
Tiburon,
California
|
$10K
|
-$5K
|
-100
|
-33%
|
|
