|
1
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$37.5M
|
-$11.7M
|
-434,969
|
-24%
|
|
|
2
|
Client First Capital
San Diego,
California
|
$3.9M
|
-$1.14M
|
-42,147
|
-22%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$2.47M
|
-$64.3K
|
-2,381
|
-3%
|
|
|
4
|
FC Advisory
West Chester,
Pennsylvania
|
$2.17M
|
–
|
–
|
–
|
|
|
5
|
Grantvest Financial Group
Matawan,
New Jersey
|
$2M
|
-$187K
|
-6,910
|
-9%
|
|
|
6
|
BIP Wealth
Atlanta,
Georgia
|
$1.52M
|
-$2.92M
|
-107,969
|
-66%
|
|
|
7
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$1.29M
|
–
|
–
|
–
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.18M
|
+$387K
|
+14,326
|
+48%
|
|
|
9
|
Crewe Advisors
Salt Lake City,
Utah
|
$1.02M
|
–
|
–
|
–
|
|
|
10
|
Jim Saulnier & Associates
Fort Collins,
Colorado
|
$969K
|
–
|
–
|
–
|
|
|
11
|
Old Mission Capital
Chicago,
Illinois
|
$811K
|
+$816K
|
+30,219
|
New
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$774K
|
-$607K
|
-22,480
|
-44%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$745K
|
–
|
–
|
–
|
|
|
14
|
Blue Sky Capital Consultants Group
Poway,
California
|
$625K
|
–
|
–
|
–
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$576K
|
+$152K
|
+5,612
|
+35%
|
|
|
16
|
Tradition Wealth Management
Edina,
Minnesota
|
$566K
|
-$22.2K
|
-822
|
-4%
|
|
|
17
|
ARS Investment Partners
New York
|
$534K
|
–
|
–
|
–
|
|
|
18
|
Lifestyle Asset Management
Friendswood,
Texas
|
$452K
|
-$3.48K
|
-129
|
-0.8%
|
|
|
19
|
Crown Wealth Group
Charlotte,
North Carolina
|
$449K
|
-$360K
|
-13,342
|
-44%
|
|
|
20
|
Clear Creek Financial Management
Silverdale,
Washington
|
$412K
|
+$415K
|
+15,357
|
New
|
|
|
21
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$397K
|
-$27
|
-1
|
-0%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$375K
|
–
|
–
|
–
|
|
|
23
|
Ausdal Financial Partners
Davenport,
Iowa
|
$311K
|
–
|
–
|
–
|
|
|
24
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$229K
|
+$9.72K
|
+360
|
+4%
|
|
|
25
|
Farther Finance Advisors
San Francisco,
California
|
$201K
|
+$202K
|
+7,488
|
New
|
|
