|
1
|
Spire Wealth Management
Mclean,
Virginia
|
$5.7M
|
+$5.53M
|
+156,942
|
New
|
|
|
2
|
Fortem Financial Group
Palm Desert,
California
|
$3.46M
|
+$3.36M
|
+95,465
|
New
|
|
|
3
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$3.42M
|
-$389K
|
-11,048
|
-10%
|
|
|
4
|
|
$2.86M
|
+$1.1M
|
+31,219
|
+66%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$2.24M
|
+$396K
|
+11,251
|
+22%
|
|
|
6
|
James Investment Research
Alpha,
Ohio
|
$1.83M
|
+$307K
|
+8,710
|
+21%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.8M
|
+$836K
|
+23,722
|
+91%
|
|
|
8
|
IFP Advisors
Tampa,
Florida
|
$1.49M
|
+$34.1K
|
+969
|
+2%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.45M
|
+$56.1K
|
+1,593
|
+4%
|
|
|
10
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$1.27M
|
+$1.22M
|
+34,627
|
+10,037%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.23M
|
+$1.19M
|
+33,839
|
New
|
|
|
12
|
SignalPoint Asset Management
Springfield,
Missouri
|
$1.22M
|
-$84.7K
|
-2,405
|
-7%
|
|
|
13
|
PGIM Custom Harvest
Newark,
New Jersey
|
$974K
|
–
|
–
|
–
|
|
|
14
|
CIBC World Market
Toronto,
Ontario, Canada
|
$630K
|
+$613K
|
+17,386
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$513K
|
+$499K
|
+14,166
|
New
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$382K
|
+$6.2K
|
+176
|
+2%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$338K
|
+$329K
|
+9,340
|
New
|
|
|
18
|
Kore Private Wealth
New York
|
$235K
|
+$3.59K
|
+102
|
+2%
|
|
|
19
|
WESPAC Advisors
Orinda,
California
|
$230K
|
+$224K
|
+6,358
|
New
|
|
|
20
|
Corbett Road Capital Management
Mclean,
Virginia
|
$218K
|
+$212K
|
+6,023
|
New
|
|
|
21
|
Global Retirement Partners
San Rafael,
California
|
$187K
|
+$182K
|
+5,158
|
New
|
|
|
22
|
Geneos Wealth Management
Englewood,
Colorado
|
$172K
|
–
|
–
|
–
|
|
|
23
|
American Portfolios Advisors
Holbrook,
New York
|
$138K
|
+$123K
|
+3,494
|
+1,146%
|
|
|
24
|
Harbour Investments
Madison,
Wisconsin
|
$73K
|
+$45.2K
|
+1,283
|
+177%
|
|
|
25
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$36K
|
+$1.02K
|
+29
|
New
|
|
