|
1
|
Runnymede Capital Advisors
Dublin,
Ohio
|
$14.4M
|
+$14.6M
|
+206,844
|
New
|
|
|
2
|
Toth Financial Advisory
Leesburg,
Virginia
|
$4.3M
|
-$509K
|
-7,223
|
-10%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.48M
|
+$1.8M
|
+25,526
|
+254%
|
|
|
4
|
Tyche Wealth Partners
Plano,
Texas
|
$2.31M
|
–
|
–
|
–
|
|
|
5
|
Harbour Investments
Madison,
Wisconsin
|
$2.13M
|
–
|
–
|
–
|
|
|
6
|
Dale Q Rice Investment Management
Vancouver,
Washington
|
$2.05M
|
+$2.07M
|
+29,418
|
New
|
|
|
7
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$1.68M
|
-$82.2K
|
-1,166
|
-5%
|
|
|
8
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$1.66M
|
-$56.7K
|
-804
|
-3%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.37M
|
+$1.83K
|
+26
|
+0.1%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$1.22M
|
+$801K
|
+11,369
|
+187%
|
|
|
11
|
Clarity Capital Partners
Newport Beach,
California
|
$832K
|
-$63.5K
|
-901
|
-7%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$721K
|
-$489K
|
-6,933
|
-40%
|
|
|
13
|
Waverly Advisors
Birmingham,
Alabama
|
$711K
|
–
|
–
|
–
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$657K
|
–
|
–
|
–
|
|
|
15
|
|
$620K
|
+$627K
|
+8,890
|
New
|
|
|
16
|
Wealth Watch Advisors
Englewood,
Colorado
|
$546K
|
+$552K
|
+7,835
|
New
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$533K
|
–
|
–
|
–
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$460K
|
–
|
–
|
–
|
|
|
19
|
Freedom Investment Management
Hartford,
Connecticut
|
$412K
|
+$417K
|
+5,909
|
New
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$379K
|
-$924K
|
-13,108
|
-71%
|
|
|
21
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$338K
|
–
|
–
|
–
|
|
|
22
|
Parcion Private Wealth
Bellevue,
Washington
|
$335K
|
–
|
–
|
–
|
|
|
23
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$333K
|
–
|
–
|
–
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$325K
|
+$5.29K
|
+75
|
+2%
|
|
|
25
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$301K
|
+$305K
|
+4,320
|
New
|
|
