|
1
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$19.9M
|
+$3.58M
|
+96,407
|
+19%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$6.28M
|
-$740K
|
-19,955
|
-10%
|
|
|
3
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$6.1M
|
-$400K
|
-10,799
|
-6%
|
|
|
4
|
IFP Advisors
Tampa,
Florida
|
$4.7M
|
–
|
–
|
–
|
|
|
5
|
Fortem Financial Group
Palm Desert,
California
|
$3.5M
|
+$1.03M
|
+27,663
|
+36%
|
|
|
6
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.44M
|
+$3.82M
|
+103,087
|
New
|
|
|
7
|
|
$3.15M
|
-$5.19M
|
-139,952
|
-60%
|
|
|
8
|
Spire Wealth Management
Mclean,
Virginia
|
$3.05M
|
-$1.57M
|
-42,344
|
-32%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.53M
|
-$1.09M
|
-29,401
|
-28%
|
|
|
10
|
Old Mission Capital
Chicago,
Illinois
|
$2.09M
|
+$1.27M
|
+34,271
|
+121%
|
|
|
11
|
James Investment Research
Alpha,
Ohio
|
$1.89M
|
-$273K
|
-7,370
|
-12%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.75M
|
-$69.8K
|
-1,881
|
-3%
|
|
|
13
|
Western Wealth Management
Golden,
Colorado
|
$1.61M
|
+$1.79M
|
+48,189
|
New
|
|
|
14
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.59M
|
+$1.76M
|
+47,533
|
New
|
|
|
15
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.44M
|
-$124K
|
-3,340
|
-7%
|
|
|
16
|
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
$1.26M
|
+$549K
|
+14,800
|
+64%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$961K
|
+$204K
|
+5,509
|
+24%
|
|
|
18
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$893K
|
+$158K
|
+4,271
|
+19%
|
|
|
19
|
SignalPoint Asset Management
Springfield,
Missouri
|
$854K
|
+$35.5K
|
+958
|
+4%
|
|
|
20
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$842K
|
-$4.45K
|
-120
|
-0.5%
|
|
|
21
|
Prudential Financial
Newark,
New Jersey
|
$839K
|
-$3.86K
|
-104
|
-0.5%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$784K
|
+$448K
|
+12,089
|
+106%
|
|
|
23
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$740K
|
+$822K
|
+22,162
|
New
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$719K
|
+$798K
|
+21,522
|
New
|
|
|
25
|
Kaizen Financial Strategies
Campbell,
California
|
$665K
|
–
|
–
|
–
|
|
