|
1
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$16.4M
|
-$1.63M
|
-47,393
|
-8%
|
|
|
2
|
IFP Advisors
Tampa,
Florida
|
$4.7M
|
–
|
–
|
–
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$4.59M
|
-$1.19M
|
-34,578
|
-18%
|
|
|
4
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$4.1M
|
-$1.57M
|
-45,691
|
-25%
|
|
|
5
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$4.01M
|
+$1.07M
|
+31,003
|
+30%
|
|
|
6
|
|
$3.86M
|
+$1.19M
|
+34,616
|
+37%
|
|
|
7
|
Fortem Financial Group
Palm Desert,
California
|
$2.84M
|
-$339K
|
-9,861
|
-9%
|
|
|
8
|
GeoWealth Management
Chicago,
Illinois
|
$2.48M
|
+$2.85M
|
+82,793
|
New
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.32M
|
+$60.3K
|
+1,753
|
+2%
|
|
|
10
|
Spire Wealth Management
Mclean,
Virginia
|
$2.18M
|
-$637K
|
-18,526
|
-20%
|
|
|
11
|
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
$1.87M
|
+$845K
|
+24,567
|
+65%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.81M
|
+$272K
|
+7,919
|
+15%
|
|
|
13
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.44M
|
+$18.3K
|
+531
|
+1%
|
|
|
14
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.3M
|
+$12K
|
+348
|
+0.8%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.04M
|
+$386K
|
+11,209
|
+48%
|
|
|
16
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$898K
|
+$112K
|
+3,254
|
+12%
|
|
|
17
|
SignalPoint Asset Management
Springfield,
Missouri
|
$779K
|
+$15.3K
|
+445
|
+2%
|
|
|
18
|
James Investment Research
Alpha,
Ohio
|
$722K
|
-$1.11M
|
-32,317
|
-57%
|
|
|
19
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$716K
|
+$60.1K
|
+1,747
|
+8%
|
|
|
20
|
Prudential Financial
Newark,
New Jersey
|
$708K
|
-$29K
|
-844
|
-4%
|
|
|
21
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$703K
|
-$59K
|
-1,714
|
-7%
|
|
|
22
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$663K
|
+$762K
|
+22,150
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$659K
|
-$232K
|
-6,754
|
-23%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$477K
|
+$131K
|
+3,817
|
+32%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$434K
|
+$436K
|
+12,678
|
New
|
|
