|
1
|
North Berkeley Wealth Management
Berkeley,
California
|
$22.6M
|
+$22.6M
|
+224,587
|
New
|
|
|
2
|
Holistic Planning
Nacogdoches,
Texas
|
$14.5M
|
+$11.7M
|
+116,138
|
+409%
|
|
|
3
|
|
$10.2M
|
+$10.2M
|
+101,066
|
New
|
|
|
4
|
Savant Capital
Rockford,
Illinois
|
$9.55M
|
+$6.16M
|
+61,315
|
+182%
|
|
|
5
|
Addison Capital
Conshohocken,
Pennsylvania
|
$9.15M
|
+$9.15M
|
+91,045
|
New
|
|
|
6
|
Tower Research Capital (TRC)
New York
|
$7.77M
|
+$7.77M
|
+77,303
|
New
|
|
|
7
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$7.15M
|
+$7.15M
|
+71,131
|
New
|
|
|
8
|
Encompass More Asset Management
Danville,
California
|
$5M
|
+$144K
|
+1,428
|
+3%
|
|
|
9
|
MGO One Seven
Beachwood,
Ohio
|
$3.3M
|
-$32.3K
|
-321
|
-1%
|
|
|
10
|
Stone Loft Wealth Management
West Chester,
Pennsylvania
|
$2.6M
|
+$2.6M
|
+25,829
|
New
|
|
|
11
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$1.7M
|
+$1.7M
|
+16,924
|
New
|
|
|
12
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$1.46M
|
-$75.4K
|
-750
|
-5%
|
|
|
13
|
Crumly & Associates
Springfield,
Illinois
|
$1.37M
|
-$287K
|
-2,852
|
-17%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$1.31M
|
+$1.29M
|
+12,877
|
+7,401%
|
|
|
15
|
Belpointe Asset Management
Reno,
Nevada
|
$1.17M
|
+$779K
|
+7,753
|
+198%
|
|
|
16
|
Mascagni Wealth Management
Clinton,
Mississippi
|
$1.05M
|
+$1.05M
|
+10,421
|
New
|
|
|
17
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.01M
|
+$777K
|
+7,728
|
+334%
|
|
|
18
|
|
$1M
|
+$749K
|
+7,450
|
+297%
|
|
|
19
|
Worth Asset Management
Dallas,
Texas
|
$876K
|
+$876K
|
+8,713
|
New
|
|
|
20
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$846K
|
-$224K
|
-2,233
|
-21%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$752K
|
+$753K
|
+7,487
|
New
|
|
|
22
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$664K
|
+$199K
|
+1,982
|
+43%
|
|
|
23
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$654K
|
+$654K
|
+6,505
|
New
|
|
|
24
|
Csenge Advisory Group
Clearwater,
Florida
|
$617K
|
+$617K
|
+6,136
|
New
|
|
|
25
|
WealthShield Partners
Cary,
North Carolina
|
$576K
|
+$417K
|
+4,146
|
+261%
|
|
