|
1
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$5.36M
|
-$222K
|
-4,837
|
-5%
|
|
|
2
|
Toth Financial Advisory
Leesburg,
Virginia
|
$5.3M
|
-$303K
|
-6,619
|
-6%
|
|
|
3
|
Client First Investment Management
West Bend,
Wisconsin
|
$4.33M
|
+$3.74M
|
+81,655
|
New
|
|
|
4
|
Clarity Capital Partners
Newport Beach,
California
|
$2.72M
|
+$2.35M
|
+51,197
|
New
|
|
|
5
|
Harbour Investments
Madison,
Wisconsin
|
$1.62M
|
–
|
–
|
–
|
|
|
6
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$1.46M
|
-$33.7K
|
-736
|
-3%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.31M
|
-$1.12M
|
-24,388
|
-50%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.24M
|
-$210K
|
-4,591
|
-16%
|
|
|
9
|
Tyche Wealth Partners
Plano,
Texas
|
$1.22M
|
+$1.05M
|
+22,918
|
New
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.03M
|
+$15.4K
|
+337
|
+2%
|
|
|
11
|
Valeo Financial Advisors
Carmel,
Indiana
|
$752K
|
–
|
–
|
–
|
|
|
12
|
Tower Research Capital (TRC)
New York
|
$636K
|
-$275
|
-6
|
-0.1%
|
|
|
13
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$578K
|
+$46
|
+1
|
+0%
|
|
|
14
|
Waverly Advisors
Birmingham,
Alabama
|
$531K
|
–
|
–
|
–
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$512K
|
+$131K
|
+2,851
|
+42%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$500K
|
+$432K
|
+9,420
|
New
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$434K
|
–
|
–
|
–
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$375K
|
–
|
–
|
–
|
|
|
19
|
GTS Securities
Miami,
Florida
|
$319K
|
+$276K
|
+6,012
|
New
|
|
|
20
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$318K
|
–
|
–
|
–
|
|
|
21
|
Howard Capital Management
Roswell,
Georgia
|
$298K
|
-$8.59M
|
-187,470
|
-97%
|
|
|
22
|
Tactive Advisors
Jacksonville,
Florida
|
$295K
|
-$1.01M
|
-22,011
|
-80%
|
|
|
23
|
Parcion Private Wealth
Bellevue,
Washington
|
$255K
|
+$220K
|
+4,800
|
New
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$243K
|
–
|
–
|
–
|
|
|
25
|
|
$239K
|
-$222K
|
-4,846
|
-52%
|
|
