|
1
|
Atria Investments
Charlotte,
North Carolina
|
$7.31M
|
-$1.99M
|
-71,753
|
-21%
|
|
|
2
|
Mariner
Overland Park,
Kansas
|
$7.3M
|
-$1.98M
|
-71,367
|
-21%
|
|
|
3
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$6.02M
|
+$6.03M
|
+217,207
|
New
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.39M
|
+$1.65M
|
+59,438
|
+44%
|
|
|
5
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$1.51M
|
+$1.51M
|
+54,356
|
New
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$1.48M
|
+$1.15M
|
+41,528
|
+346%
|
|
|
7
|
KFG Wealth Management
Granger,
Indiana
|
$1.48M
|
+$1.48M
|
+53,239
|
New
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.43M
|
-$14.1K
|
-507
|
-1%
|
|
|
9
|
Brookstone Capital Management
Wheaton,
Illinois
|
$1.25M
|
+$1.24M
|
+44,628
|
New
|
|
|
10
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$1.16M
|
+$1.16M
|
+41,726
|
New
|
|
|
11
|
Archer Investment Corporation
Carmel,
Indiana
|
$887K
|
+$36.8K
|
+1,327
|
+4%
|
|
|
12
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$857K
|
-$50.7K
|
-1,826
|
-6%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$704K
|
+$295K
|
+10,622
|
+72%
|
|
|
14
|
Spire Wealth Management
Mclean,
Virginia
|
$582K
|
-$583K
|
-20,990
|
-50%
|
|
|
15
|
CRA Financial Services
Northfield,
New Jersey
|
$526K
|
-$14.2K
|
-510
|
-3%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$471K
|
+$472K
|
+16,991
|
New
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$461K
|
+$61.3K
|
+2,207
|
+15%
|
|
|
18
|
TRUADVICE
Sarasota,
Florida
|
$427K
|
–
|
–
|
–
|
|
|
19
|
|
$408K
|
+$409K
|
+14,736
|
New
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$365K
|
+$366K
|
+13,180
|
New
|
|
|
21
|
|
$362K
|
+$362K
|
+13,057
|
New
|
|
|
22
|
Vise Technologies
New York
|
$325K
|
+$326K
|
+11,730
|
New
|
|
|
23
|
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
$291K
|
-$107K
|
-3,852
|
-27%
|
|
|
24
|
Strategic Blueprint
Atlanta,
Georgia
|
$277K
|
-$587K
|
-21,146
|
-68%
|
|
|
25
|
SageView Advisory Group
Newport Beach,
California
|
$271K
|
+$272K
|
+9,783
|
New
|
|
