|
1
|
Silicon Valley Capital Partners
San Jose,
California
|
$99.4M
|
-$1.32M
|
-14,272
|
-1%
|
|
|
2
|
|
$50.4M
|
+$5.99M
|
+64,655
|
+14%
|
|
|
3
|
GeoWealth Management
Chicago,
Illinois
|
$27.7M
|
+$26.4M
|
+284,703
|
+51,670%
|
|
|
4
|
Win Advisors
Palm Beach Gardens,
Florida
|
$25.3M
|
+$24.1M
|
+260,347
|
New
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$24.5M
|
+$20.7M
|
+223,382
|
+780%
|
|
|
6
|
Affinity Wealth Management
Wilmington,
Delaware
|
$20.8M
|
+$1.31M
|
+14,128
|
+7%
|
|
|
7
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$20.8M
|
+$20.8M
|
+224,130
|
New
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$17.7M
|
+$2.87M
|
+30,934
|
+20%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$17.5M
|
+$170K
|
+1,835
|
+1%
|
|
|
10
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$15.3M
|
+$14.6M
|
+157,895
|
New
|
|
|
11
|
1900 Wealth Management
San Antonio,
Texas
|
$12.2M
|
-$1.86M
|
-20,092
|
-14%
|
|
|
12
|
WESCAP Management Group
Glendale,
California
|
$12M
|
+$516K
|
+5,571
|
+5%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.9M
|
+$4.34M
|
+46,841
|
+62%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$11.6M
|
+$3.57M
|
+38,555
|
+47%
|
|
|
15
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$11.5M
|
–
|
–
|
–
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.6M
|
-$1.14M
|
-12,343
|
-10%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$9.78M
|
-$2.23M
|
-24,084
|
-19%
|
|
|
18
|
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
$8.55M
|
+$161K
|
+1,740
|
+2%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.55M
|
+$1.06M
|
+11,406
|
+20%
|
|
|
20
|
Perennial Investment Advisors
Los Angeles,
California
|
$6.38M
|
+$1.07M
|
+11,538
|
+21%
|
|
|
21
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.66M
|
-$789K
|
-8,518
|
-15%
|
|
|
22
|
|
$4.63M
|
+$3.56M
|
+38,372
|
+408%
|
|
|
23
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$4.22M
|
-$346K
|
-3,731
|
-8%
|
|
|
24
|
Cedar Wealth Management
Walnut Creek,
California
|
$3.38M
|
+$927
|
+10
|
+0%
|
|
|
25
|
Liberty One Investment Management
Libertyville,
Illinois
|
$2.79M
|
-$82.1K
|
-886
|
-3%
|
|
