|
1
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$23.3M
|
-$828K
|
-23,775
|
-3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$22.6M
|
-$3.94M
|
-113,028
|
-15%
|
|
|
3
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$10.3M
|
+$10.2M
|
+291,428
|
New
|
|
|
4
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$9.83M
|
+$401K
|
+11,524
|
+4%
|
|
|
5
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$9.78M
|
-$3.78M
|
-108,465
|
-28%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.59M
|
-$2.36M
|
-67,833
|
-20%
|
|
|
7
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$6.86M
|
+$2.71M
|
+77,742
|
+67%
|
|
|
8
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$4.63M
|
-$1.78M
|
-51,153
|
-28%
|
|
|
9
|
Atria Investments
Charlotte,
North Carolina
|
$3.82M
|
-$125K
|
-3,581
|
-3%
|
|
|
10
|
Belpointe Asset Management
Reno,
Nevada
|
$3.39M
|
-$5.94M
|
-170,400
|
-64%
|
|
|
11
|
Legacy Capital Group California
Los Gatos,
California
|
$2.94M
|
-$115K
|
-3,309
|
-4%
|
|
|
12
|
World Investment Advisors
Santa Barbara,
California
|
$2.12M
|
+$2.1M
|
+60,201
|
New
|
|
|
13
|
Puff Wealth Management
Haddonfield,
New Jersey
|
$1.94M
|
+$445K
|
+12,781
|
+31%
|
|
|
14
|
BlackDiamond Wealth Management
New York
|
$1.76M
|
-$336K
|
-9,639
|
-17%
|
|
|
15
|
BlueDoor Private Wealth
Beverly,
Massachusetts
|
$1.53M
|
+$1.51M
|
+43,402
|
New
|
|
|
16
|
AE Wealth Management
Topeka,
Kansas
|
$1.31M
|
-$40.6K
|
-1,164
|
-3%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.26M
|
+$82.4K
|
+2,366
|
+7%
|
|
|
18
|
Latitude Advisors
Vero Beach,
Florida
|
$1.26M
|
-$9.82K
|
-282
|
-0.8%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$1.2M
|
+$236K
|
+6,776
|
+25%
|
|
|
20
|
GeoWealth Management
Chicago,
Illinois
|
$1.13M
|
+$177K
|
+5,075
|
+19%
|
|
|
21
|
Silverlake Wealth Management
Williston,
Vermont
|
$1.03M
|
+$290K
|
+8,315
|
+40%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$906K
|
+$12.1K
|
+348
|
+1%
|
|
|
23
|
Omnitrust Wealth Management
Jacksonville,
Florida
|
$804K
|
+$794K
|
+22,798
|
New
|
|
|
24
|
Atomi Financial Group
New York
|
$757K
|
-$76.6K
|
-2,200
|
-9%
|
|
|
25
|
&Partners
Nashville,
Tennessee
|
$738K
|
-$26.1K
|
-748
|
-3%
|
|
