|
1
|
Insight Wealth Strategies
San Ramon,
California
|
$21.4M
|
+$21.2M
|
+416,019
|
New
|
|
|
2
|
Castle Wealth Management
West Palm Beach,
Florida
|
$12M
|
+$312K
|
+6,105
|
+3%
|
|
|
3
|
Stifel Financial
St. Louis,
Missouri
|
$10.9M
|
+$185K
|
+3,624
|
+2%
|
|
|
4
|
SteelPeak Wealth
Woodland Hills,
California
|
$10.1M
|
+$13.6K
|
+266
|
+0.1%
|
|
|
5
|
4J Wealth Management
Alexandria,
Virginia
|
$9.18M
|
+$665K
|
+13,027
|
+8%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.37M
|
+$788K
|
+15,440
|
+10%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.62M
|
+$2.49M
|
+48,842
|
+61%
|
|
|
8
|
Centurion Wealth Management
Mclean,
Virginia
|
$4.13M
|
+$3.83M
|
+75,112
|
+1,455%
|
|
|
9
|
Aviso Wealth Management
Bellevue,
Washington
|
$3.85M
|
+$287K
|
+5,621
|
+8%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$3.11M
|
-$525K
|
-10,284
|
-15%
|
|
|
11
|
Flavin Financial Services
Melbourne,
Florida
|
$2.59M
|
-$909K
|
-17,810
|
-26%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.58M
|
+$519K
|
+10,173
|
+25%
|
|
|
13
|
Strategic Financial Concepts
San Antonio,
Texas
|
$2.46M
|
+$1.24M
|
+24,320
|
+104%
|
|
|
14
|
My Personal CFO LLC
Vancouver,
Washington
|
$2.41M
|
+$2.04M
|
+39,899
|
+569%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.4M
|
+$775K
|
+15,180
|
+48%
|
|
|
16
|
True Wealth Design
Akron,
Ohio
|
$2.12M
|
-$20K
|
-392
|
-0.9%
|
|
|
17
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$2.07M
|
+$2.05M
|
+40,235
|
New
|
|
|
18
|
Turning Point Benefit Group
Frederick,
Maryland
|
$1.88M
|
-$88.3K
|
-1,730
|
-5%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$1.62M
|
+$1.08M
|
+21,197
|
+206%
|
|
|
20
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$1.43M
|
-$91.7K
|
-1,797
|
-6%
|
|
|
21
|
River Street Advisors
Aurora,
Illinois
|
$1.35M
|
-$564K
|
-11,053
|
-30%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.34M
|
+$349K
|
+6,837
|
+36%
|
|
|
23
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$1.32M
|
-$104K
|
-2,035
|
-7%
|
|
|
24
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$1.28M
|
+$510K
|
+9,984
|
+67%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$1.14M
|
+$354K
|
+6,943
|
+46%
|
|
