|
1
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$32M
|
-$667K
|
-22,232
|
-2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$25.2M
|
-$397K
|
-13,243
|
-2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.2M
|
-$128K
|
-4,281
|
-1%
|
|
|
4
|
Astor Investment Management
Chicago,
Illinois
|
$9.9M
|
-$677K
|
-22,572
|
-7%
|
|
|
5
|
Belpointe Asset Management
Reno,
Nevada
|
$8.69M
|
-$90.1K
|
-3,006
|
-1%
|
|
|
6
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$7.16M
|
+$294K
|
+9,791
|
+5%
|
|
|
7
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$5.68M
|
+$348K
|
+11,591
|
+7%
|
|
|
8
|
Atria Investments
Charlotte,
North Carolina
|
$4.12M
|
+$28.3K
|
+944
|
+0.7%
|
|
|
9
|
Legacy Capital Group California
Los Gatos,
California
|
$2.82M
|
-$112K
|
-3,724
|
-4%
|
|
|
10
|
Puff Wealth Management
Haddonfield,
New Jersey
|
$2.72M
|
-$29.3K
|
-977
|
-1%
|
|
|
11
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$2.06M
|
+$134K
|
+4,471
|
+8%
|
|
|
12
|
BlackDiamond Wealth Management
New York
|
$1.84M
|
-$20.3K
|
-678
|
-1%
|
|
|
13
|
Latitude Advisors
Vero Beach,
Florida
|
$1.47M
|
-$109K
|
-3,630
|
-7%
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$1.24M
|
+$19K
|
+634
|
+2%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.17M
|
-$24.5K
|
-816
|
-2%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.07M
|
+$467K
|
+15,564
|
+88%
|
|
|
17
|
GeoWealth Management
Chicago,
Illinois
|
$1.07M
|
+$75.4K
|
+2,516
|
+8%
|
|
|
18
|
Clark Asset Management
Stratham,
New Hampshire
|
$949K
|
–
|
–
|
–
|
|
|
19
|
Atomi Financial Group
New York
|
$898K
|
+$15K
|
+501
|
+2%
|
|
|
20
|
Omnitrust Wealth Management
Jacksonville,
Florida
|
$847K
|
+$596K
|
+19,867
|
New
|
|
|
21
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$844K
|
+$785K
|
+26,189
|
New
|
|
|
22
|
Capital Market Strategies
Palm Beach Gardens,
Florida
|
$814K
|
-$95.5K
|
-3,185
|
-11%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$752K
|
-$14K
|
-467
|
-2%
|
|
|
24
|
&Partners
Nashville,
Tennessee
|
$713K
|
+$663K
|
+22,124
|
New
|
|
|
25
|
CreativeOne Wealth
Overland Park,
Kansas
|
$661K
|
-$25.7K
|
-858
|
-4%
|
|
