|
1
|
Proficio Capital Partners
Newton,
Massachusetts
|
$30.8M
|
+$26.2M
|
+719,935
|
+493%
|
|
|
2
|
Briaud Financial Planning
College Station,
Texas
|
$22.1M
|
+$984K
|
+27,050
|
+5%
|
|
|
3
|
3EDGE Asset Management
Naples,
Florida
|
$17.4M
|
+$14.6M
|
+401,739
|
+469%
|
|
|
4
|
Trek Financial
Scottsdale,
Arizona
|
$15.9M
|
+$16.3M
|
+446,915
|
New
|
|
|
5
|
Eastern Bank
Boston,
Massachusetts
|
$11.2M
|
+$11.5M
|
+315,532
|
New
|
|
|
6
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$11.2M
|
+$3.66M
|
+100,647
|
+47%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.8M
|
+$8.46M
|
+232,691
|
+330%
|
|
|
8
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$7.28M
|
+$273K
|
+7,514
|
+4%
|
|
|
9
|
Private Wealth Advisors (California)
Fresno,
California
|
$6.92M
|
+$306K
|
+8,424
|
+5%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$5.8M
|
-$8.75M
|
-240,594
|
-60%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.58M
|
+$5.7M
|
+156,762
|
New
|
|
|
12
|
Perissos Private Wealth Management
Bethany,
Oklahoma
|
$5.1M
|
-$482K
|
-13,269
|
-8%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.02M
|
+$1.65M
|
+45,369
|
+47%
|
|
|
14
|
Farther Finance Advisors
San Francisco,
California
|
$4.88M
|
+$538K
|
+14,807
|
+12%
|
|
|
15
|
Guild Investment Management
Los Angeles,
California
|
$4.81M
|
+$113K
|
+3,100
|
+2%
|
|
|
16
|
IronBridge Private Wealth
Austin,
Texas
|
$4.31M
|
+$4.4M
|
+121,101
|
New
|
|
|
17
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$3.29M
|
+$2.99M
|
+82,286
|
+805%
|
|
|
18
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$3.13M
|
+$260K
|
+7,138
|
+9%
|
|
|
19
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$2.99M
|
+$3.05M
|
+84,015
|
New
|
|
|
20
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$2.91M
|
-$220K
|
-6,040
|
-7%
|
|
|
21
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.24M
|
+$2.29M
|
+62,866
|
New
|
|
|
22
|
Tidal Investments
Milwaukee,
Wisconsin
|
$1.61M
|
-$103K
|
-2,824
|
-6%
|
|
|
23
|
Columbus Macro
New Castle,
Pennsylvania
|
$1.6M
|
–
|
–
|
–
|
|
|
24
|
|
$1.49M
|
+$1.52M
|
+41,883
|
New
|
|
|
25
|
Miller Global Investments
Dallas,
Texas
|
$1.45M
|
-$3.24K
|
-89
|
-0.2%
|
|
