|
1
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$14.4M
|
+$747K
|
+23,403
|
+6%
|
|
|
2
|
IFP Advisors
Tampa,
Florida
|
$8.44M
|
+$1.59M
|
+49,847
|
+24%
|
|
|
3
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.15M
|
+$43.2K
|
+1,353
|
+0.5%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$7.52M
|
+$400K
|
+12,529
|
+6%
|
|
|
5
|
Kickstand Ventures
Pittsford,
New York
|
$3.45M
|
-$59.3K
|
-1,859
|
-2%
|
|
|
6
|
Napa Wealth Management
Napa,
California
|
$2.87M
|
+$2.8M
|
+87,760
|
New
|
|
|
7
|
|
$2.8M
|
+$126K
|
+3,944
|
+5%
|
|
|
8
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$2.19M
|
-$762K
|
-23,874
|
-26%
|
|
|
9
|
Fortem Financial Group
Palm Desert,
California
|
$2.1M
|
-$163K
|
-5,117
|
-7%
|
|
|
10
|
Old Mission Capital
Chicago,
Illinois
|
$1.26M
|
+$324K
|
+10,149
|
+36%
|
|
|
11
|
World Equity Group
Schaumburg,
Illinois
|
$1.14M
|
+$1.11M
|
+34,787
|
New
|
|
|
12
|
Atria Investments
Charlotte,
North Carolina
|
$1.13M
|
+$1.1M
|
+34,540
|
New
|
|
|
13
|
SignalPoint Asset Management
Springfield,
Missouri
|
$982K
|
-$5.65K
|
-177
|
-0.6%
|
|
|
14
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$900K
|
+$1.47K
|
+46
|
+0.2%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$822K
|
-$794K
|
-24,865
|
-50%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$820K
|
-$110K
|
-3,442
|
-12%
|
|
|
17
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$757K
|
-$66.7K
|
-2,091
|
-8%
|
|
|
18
|
James Investment Research
Alpha,
Ohio
|
$710K
|
–
|
–
|
–
|
|
|
19
|
|
$688K
|
+$671K
|
+21,022
|
New
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$682K
|
+$175K
|
+5,487
|
+36%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$569K
|
+$227K
|
+7,118
|
+69%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$555K
|
+$23.4K
|
+734
|
+5%
|
|
|
23
|
Avantax Advisory Services
Dallas,
Texas
|
$539K
|
-$894
|
-28
|
-0.2%
|
|
|
24
|
PGIM Custom Harvest
Newark,
New Jersey
|
$515K
|
+$5.52K
|
+173
|
+1%
|
|
|
25
|
Global Retirement Partners
San Rafael,
California
|
$494K
|
+$43.6K
|
+1,367
|
+10%
|
|
