|
1
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$10.3M
|
+$9.61M
|
+242,878
|
New
|
|
|
2
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$7.67M
|
+$1.11M
|
+28,099
|
+18%
|
|
|
3
|
Spire Wealth Management
Mclean,
Virginia
|
$7.49M
|
+$383K
|
+9,676
|
+6%
|
|
|
4
|
|
$7.25M
|
+$1.34M
|
+33,910
|
+25%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$6.56M
|
+$3.23M
|
+81,543
|
+111%
|
|
|
6
|
Synergy Asset Management
Vancouver,
Washington
|
$5.81M
|
+$5.44M
|
+137,580
|
New
|
|
|
7
|
Fortem Financial Group
Palm Desert,
California
|
$4.4M
|
+$77.3K
|
+1,954
|
+2%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.88M
|
+$1.56M
|
+39,540
|
+76%
|
|
|
9
|
James Investment Research
Alpha,
Ohio
|
$2.88M
|
-$87K
|
-2,200
|
-3%
|
|
|
10
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.86M
|
+$190K
|
+4,799
|
+8%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.99M
|
+$1.14M
|
+28,889
|
+159%
|
|
|
12
|
IFP Advisors
Tampa,
Florida
|
$1.89M
|
+$220K
|
+5,558
|
+14%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.84M
|
+$111K
|
+2,808
|
+7%
|
|
|
14
|
WESPAC Advisors
Orinda,
California
|
$1.61M
|
-$5.46K
|
-138
|
-0.4%
|
|
|
15
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$1.49M
|
+$6.09K
|
+154
|
+0.4%
|
|
|
16
|
SignalPoint Asset Management
Springfield,
Missouri
|
$1.03M
|
-$356K
|
-9,004
|
-27%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$976K
|
+$913K
|
+23,090
|
New
|
|
|
18
|
Prudential Financial
Newark,
New Jersey
|
$941K
|
+$881K
|
+22,277
|
New
|
|
|
19
|
Freedom Investment Management
Hartford,
Connecticut
|
$931K
|
+$871K
|
+22,029
|
New
|
|
|
20
|
CIBC World Market
Toronto,
Ontario, Canada
|
$855K
|
-$224K
|
-5,671
|
-22%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$746K
|
+$255K
|
+6,448
|
+58%
|
|
|
22
|
Kaizen Financial Strategies
Campbell,
California
|
$731K
|
+$98.9K
|
+2,500
|
+17%
|
|
|
23
|
Belpointe Asset Management
Reno,
Nevada
|
$716K
|
-$28.5K
|
-720
|
-4%
|
|
|
24
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$611K
|
+$572K
|
+14,458
|
New
|
|
|
25
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$575K
|
+$538K
|
+13,602
|
New
|
|
