|
1
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$29.7M
|
+$35K
|
+1,137
|
+0.1%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$23.3M
|
+$5.99M
|
+194,795
|
+32%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.3M
|
+$3.14M
|
+101,989
|
+41%
|
|
|
4
|
Astor Investment Management
Chicago,
Illinois
|
$9.66M
|
+$1.76M
|
+57,310
|
+21%
|
|
|
5
|
Belpointe Asset Management
Reno,
Nevada
|
$7.99M
|
+$8.39M
|
+272,852
|
New
|
|
|
6
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$6.22M
|
-$6.89M
|
-224,098
|
-51%
|
|
|
7
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$4.82M
|
+$5.07M
|
+164,813
|
New
|
|
|
8
|
Atria Investments
Charlotte,
North Carolina
|
$3.72M
|
+$1.15M
|
+37,348
|
+42%
|
|
|
9
|
Legacy Capital Group California
Los Gatos,
California
|
$2.68M
|
+$859K
|
+27,920
|
+44%
|
|
|
10
|
Puff Wealth Management
Haddonfield,
New Jersey
|
$2.5M
|
-$123K
|
-3,999
|
-4%
|
|
|
11
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$1.74M
|
+$1.83M
|
+59,420
|
New
|
|
|
12
|
BlackDiamond Wealth Management
New York
|
$1.72M
|
+$39K
|
+1,268
|
+2%
|
|
|
13
|
Latitude Advisors
Vero Beach,
Florida
|
$1.44M
|
-$29.4K
|
-955
|
-2%
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$1.11M
|
+$322K
|
+10,462
|
+38%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.08M
|
+$1.14M
|
+37,011
|
New
|
|
|
16
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.08M
|
+$1.14M
|
+37,011
|
New
|
|
|
17
|
GWN Securities
Palm Beach Gardens,
Florida
|
$923K
|
+$970K
|
+31,538
|
New
|
|
|
18
|
GeoWealth Management
Chicago,
Illinois
|
$898K
|
+$331K
|
+10,758
|
+54%
|
|
|
19
|
Clark Asset Management
Stratham,
New Hampshire
|
$863K
|
+$907K
|
+29,474
|
New
|
|
|
20
|
|
$845K
|
-$83.4K
|
-2,712
|
-9%
|
|
|
21
|
Capital Market Strategies
Palm Beach Gardens,
Florida
|
$833K
|
+$8.46K
|
+275
|
+1%
|
|
|
22
|
Atomi Financial Group
New York
|
$801K
|
+$842K
|
+27,370
|
New
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$697K
|
-$29.1K
|
-946
|
-4%
|
|
|
24
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$663K
|
+$194K
|
+6,291
|
+38%
|
|
|
25
|
CreativeOne Wealth
Overland Park,
Kansas
|
$625K
|
+$211K
|
+6,867
|
+47%
|
|
