|
1
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$7.94M
|
+$1.18M
|
+15,786
|
+17%
|
|
|
2
|
Sage Rhino Capital
Menlo Park,
California
|
$3.99M
|
+$2.38M
|
+31,788
|
+148%
|
|
|
3
|
Evolve Private Wealth
Los Angeles,
California
|
$3.21M
|
+$25.2K
|
+337
|
+0.8%
|
|
|
4
|
|
$2.76M
|
-$343K
|
-4,589
|
-11%
|
|
|
5
|
Buska Wealth Management
Wausau,
Wisconsin
|
$2.54M
|
+$333K
|
+4,450
|
+15%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.3M
|
+$965K
|
+12,900
|
+72%
|
|
|
7
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.99M
|
+$1.99M
|
+26,553
|
New
|
|
|
8
|
Worth Asset Management
Dallas,
Texas
|
$1.76M
|
+$1.76M
|
+23,503
|
New
|
|
|
9
|
Maridea Wealth Management
Brooklyn,
New York
|
$1.04M
|
+$1.04M
|
+13,905
|
New
|
|
|
10
|
Collaborative Fund Advisors
Reno,
Nevada
|
$1.03M
|
+$1.03M
|
+13,772
|
New
|
|
|
11
|
J. M. Brown & Associates
Tulsa,
Oklahoma
|
$956K
|
+$956K
|
+12,776
|
New
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$945K
|
+$944K
|
+12,620
|
New
|
|
|
13
|
Independence Asset Advisors
Wynnewood,,
Pennsylvania
|
$936K
|
+$559K
|
+7,467
|
+148%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$845K
|
+$48.3K
|
+646
|
+6%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$771K
|
+$22K
|
+294
|
+3%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$731K
|
+$292K
|
+3,906
|
+67%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$707K
|
+$214K
|
+2,860
|
+43%
|
|
|
18
|
NewEdge Advisors
New Orleans,
Louisiana
|
$670K
|
+$670K
|
+8,954
|
New
|
|
|
19
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$623K
|
–
|
–
|
–
|
|
|
20
|
BluePath Capital Management
Atlanta,
Georgia
|
$593K
|
+$188K
|
+2,515
|
+47%
|
|
|
21
|
Calder Financial
Downingtown,
Pennsylvania
|
$484K
|
+$484K
|
+6,470
|
New
|
|
|
22
|
Mustard Seed Financial
Magnolia,
Arkansas
|
$415K
|
+$415K
|
+5,550
|
New
|
|
|
23
|
Choreo LLC
Rockford,
Illinois
|
$350K
|
+$350K
|
+4,676
|
New
|
|
|
24
|
Thayer Partners
Wyndmoor,
Pennsylvania
|
$322K
|
+$322K
|
+4,307
|
New
|
|
|
25
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$314K
|
+$314K
|
+4,200
|
New
|
|
