|
1
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$2.2M
|
+$286K
|
+5,734
|
+16%
|
|
|
2
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$1.13M
|
+$250K
|
+5,004
|
+31%
|
|
|
3
|
Natural Investments
Windsor,
California
|
$1.01M
|
-$617K
|
-12,351
|
-39%
|
|
|
4
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$967K
|
-$11.8K
|
-237
|
-1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$937K
|
+$57.6K
|
+1,153
|
+7%
|
|
|
6
|
GTS Securities
Miami,
Florida
|
$857K
|
+$809K
|
+16,195
|
New
|
|
|
7
|
Equitable Holdings
New York
|
$792K
|
+$19.3K
|
+386
|
+3%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$744K
|
+$11.3K
|
+227
|
+2%
|
|
|
9
|
Colorado Capital Management
Boulder,
Colorado
|
$729K
|
-$111K
|
-2,226
|
-14%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$669K
|
-$199K
|
-3,988
|
-24%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$656K
|
+$200
|
+4
|
+0%
|
|
|
12
|
Archer Investment Management
Austin,
Texas
|
$640K
|
+$39.3K
|
+788
|
+7%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$566K
|
-$36.2K
|
-725
|
-6%
|
|
|
14
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$463K
|
+$3.3K
|
+66
|
+0.8%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$453K
|
+$427K
|
+8,557
|
New
|
|
|
16
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$444K
|
–
|
–
|
–
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$443K
|
+$29.1K
|
+582
|
+7%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$403K
|
+$281K
|
+5,634
|
+284%
|
|
|
19
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$396K
|
-$277K
|
-5,548
|
-43%
|
|
|
20
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$362K
|
-$49.9K
|
-999
|
-13%
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$234K
|
-$651K
|
-13,034
|
-75%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$211K
|
+$199K
|
+3,995
|
New
|
|
|
23
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$209K
|
+$197K
|
+3,947
|
New
|
|
|
24
|
|
$122K
|
–
|
–
|
–
|
|
|
25
|
Key Financial Inc
West Chester,
Pennsylvania
|
$83.2K
|
–
|
–
|
–
|
|
