|
1
|
Apollo Management Holdings
New York
|
$27.6M
|
+$15.1M
|
+598,120
|
+124%
|
|
|
2
|
Impact Partnership Wealth
Marietta,
Georgia
|
$22.8M
|
+$15.1M
|
+596,774
|
+201%
|
|
|
3
|
Gradient Investments
Arden Hills,
Minnesota
|
$17.8M
|
+$17.6M
|
+697,470
|
New
|
|
|
4
|
Abich Financial Wealth Management
Ashburn,
Virginia
|
$12.1M
|
+$12M
|
+476,027
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$5.38M
|
-$731K
|
-29,000
|
-12%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$4.66M
|
+$2.99M
|
+118,472
|
+185%
|
|
|
7
|
Auour Investments
Woburn,
Massachusetts
|
$2.39M
|
-$1.71M
|
-67,784
|
-42%
|
|
|
8
|
Mattson Financial Services
Kentwood,
Michigan
|
$1.98M
|
+$1.96M
|
+77,537
|
New
|
|
|
9
|
Flow Traders U.S.
New York
|
$1.23M
|
+$1.22M
|
+48,248
|
New
|
|
|
10
|
Brown Financial Advisors
Milford,
Ohio
|
$1.2M
|
+$1.19M
|
+47,184
|
New
|
|
|
11
|
|
$1.14M
|
+$358K
|
+14,183
|
+46%
|
|
|
12
|
Wealth Watch Advisors
Englewood,
Colorado
|
$1.04M
|
+$1.03M
|
+40,890
|
New
|
|
|
13
|
Paladin Wealth
Arden Hills,
Minnesota
|
$659K
|
+$652K
|
+25,852
|
New
|
|
|
14
|
Beta Wealth Group
San Diego,
California
|
$543K
|
+$537K
|
+21,293
|
New
|
|
|
15
|
Napa Wealth Management
Napa,
California
|
$463K
|
-$5.27K
|
-209
|
-1%
|
|
|
16
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$397K
|
+$97.2K
|
+3,854
|
+33%
|
|
|
17
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$317K
|
+$313K
|
+12,413
|
New
|
|
|
18
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$241K
|
+$1.26K
|
+50
|
+0.5%
|
|
|
19
|
Koshinski Asset Management
Decatur,
Illinois
|
$208K
|
+$206K
|
+8,149
|
New
|
|
|
20
|
Crews Bank & Trust
Wauchula,
Florida
|
$43.4K
|
–
|
–
|
–
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22K
|
+$16.8K
|
+667
|
+364%
|
|
|
22
|
Byrne Asset Management
Kingston,
New Jersey
|
$2.55K
|
–
|
–
|
–
|
|
|
23
|
|
–
|
-$8.92M
|
-353,966
|
Closed
|
|
|
24
|
|
–
|
-$1.85M
|
-73,307
|
Closed
|
|
|
25
|
|
–
|
-$719K
|
-28,536
|
Closed
|
|
