|
1
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$5.3M
|
+$1.18M
|
+38,283
|
+29%
|
|
|
2
|
|
$4.21M
|
+$249K
|
+8,072
|
+6%
|
|
|
3
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$4M
|
-$211K
|
-6,848
|
-5%
|
|
|
4
|
GeoWealth Management
Chicago,
Illinois
|
$3.98M
|
+$1.43M
|
+46,515
|
+56%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$3.72M
|
+$1.86M
|
+60,442
|
+100%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$2.71M
|
-$2.02M
|
-65,405
|
-43%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.64M
|
+$260K
|
+8,425
|
+11%
|
|
|
8
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$2.64M
|
+$2.64M
|
+85,701
|
New
|
|
|
9
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.57M
|
-$14.4M
|
-465,571
|
-85%
|
|
|
10
|
Fortem Financial Group
Palm Desert,
California
|
$2.46M
|
-$454K
|
-14,726
|
-16%
|
|
|
11
|
Spire Wealth Management
Mclean,
Virginia
|
$2.19M
|
-$53K
|
-1,720
|
-2%
|
|
|
12
|
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
$1.87M
|
-$49.3K
|
-1,600
|
-3%
|
|
|
13
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.64M
|
+$163K
|
+5,301
|
+11%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.53M
|
+$467K
|
+15,142
|
+44%
|
|
|
15
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.3M
|
-$30.3K
|
-984
|
-2%
|
|
|
16
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$1.23M
|
+$309K
|
+10,023
|
+33%
|
|
|
17
|
PGIM Custom Harvest
Newark,
New Jersey
|
$1.06M
|
+$1.06M
|
+34,498
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$985K
|
+$309K
|
+10,007
|
+45%
|
|
|
19
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$949K
|
+$215K
|
+6,965
|
+29%
|
|
|
20
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$826K
|
+$145K
|
+4,708
|
+21%
|
|
|
21
|
SignalPoint Asset Management
Springfield,
Missouri
|
$805K
|
+$4.93K
|
+160
|
+0.6%
|
|
|
22
|
James Investment Research
Alpha,
Ohio
|
$724K
|
-$18.3K
|
-595
|
-2%
|
|
|
23
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$691K
|
-$31K
|
-1,006
|
-4%
|
|
|
24
|
|
$488K
|
+$489K
|
+15,861
|
New
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$412K
|
-$26.3K
|
-852
|
-6%
|
|
