|
1
|
Wells Fargo
San Francisco,
California
|
$26.1M
|
-$963K
|
-29,082
|
-4%
|
|
|
2
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$23.7M
|
-$10.2M
|
-308,310
|
-31%
|
|
|
3
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$13.3M
|
+$12.8M
|
+385,872
|
New
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.7M
|
-$249K
|
-7,511
|
-2%
|
|
|
5
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$9.22M
|
+$1.47M
|
+44,375
|
+20%
|
|
|
6
|
Belpointe Asset Management
Reno,
Nevada
|
$9.21M
|
-$110K
|
-3,333
|
-1%
|
|
|
7
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$6.31M
|
+$200K
|
+6,051
|
+3%
|
|
|
8
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$4.04M
|
+$1.75M
|
+52,934
|
+83%
|
|
|
9
|
Atria Investments
Charlotte,
North Carolina
|
$3.87M
|
-$526K
|
-15,882
|
-12%
|
|
|
10
|
Legacy Capital Group California
Los Gatos,
California
|
$3M
|
-$34.2K
|
-1,033
|
-1%
|
|
|
11
|
BlackDiamond Wealth Management
New York
|
$1.96M
|
-$4.87K
|
-147
|
-0.3%
|
|
|
12
|
Puff Wealth Management
Haddonfield,
New Jersey
|
$1.43M
|
-$1.42M
|
-42,899
|
-51%
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$1.32M
|
-$13K
|
-393
|
-1%
|
|
|
14
|
Latitude Advisors
Vero Beach,
Florida
|
$1.24M
|
-$325K
|
-9,809
|
-21%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.16M
|
-$90.2K
|
-2,724
|
-8%
|
|
|
16
|
GTS Securities
Miami,
Florida
|
$996K
|
+$488K
|
+14,749
|
+105%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$940K
|
+$127K
|
+3,832
|
+16%
|
|
|
18
|
GeoWealth Management
Chicago,
Illinois
|
$937K
|
-$202K
|
-6,097
|
-18%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$876K
|
+$838K
|
+25,331
|
New
|
|
|
20
|
Clark Asset Management
Stratham,
New Hampshire
|
$828K
|
-$183K
|
-5,532
|
-19%
|
|
|
21
|
Atomi Financial Group
New York
|
$818K
|
-$139K
|
-4,211
|
-15%
|
|
|
22
|
&Partners
Nashville,
Tennessee
|
$744K
|
-$14.9K
|
-450
|
-2%
|
|
|
23
|
Silverlake Wealth Management
Williston,
Vermont
|
$723K
|
+$114K
|
+3,454
|
+20%
|
|
|
24
|
CreativeOne Wealth
Overland Park,
Kansas
|
$676K
|
-$31.8K
|
-961
|
-5%
|
|
|
25
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$564K
|
-$15.4K
|
-464
|
-3%
|
|
