|
1
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$6.75M
|
+$1.02M
|
+13,510
|
+18%
|
|
|
2
|
Evolve Private Wealth
Los Angeles,
California
|
$3.17M
|
+$3.2M
|
+42,585
|
New
|
|
|
3
|
|
$3.09M
|
-$2.79M
|
-37,036
|
-47%
|
|
|
4
|
Buska Wealth Management
Wausau,
Wisconsin
|
$2.19M
|
+$1.06M
|
+14,037
|
+91%
|
|
|
5
|
Sage Rhino Capital
Menlo Park,
California
|
$1.6M
|
+$1.62M
|
+21,479
|
New
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.33M
|
+$1.18M
|
+15,649
|
+703%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$791K
|
+$800K
|
+10,636
|
New
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$744K
|
+$752K
|
+10,003
|
New
|
|
|
9
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$619K
|
–
|
–
|
–
|
|
|
10
|
|
$521K
|
+$527K
|
+7,007
|
New
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$490K
|
+$495K
|
+6,580
|
New
|
|
|
12
|
MML Investors Services
Springfield,
Massachusetts
|
$436K
|
+$441K
|
+5,865
|
New
|
|
|
13
|
BluePath Capital Management
Atlanta,
Georgia
|
$402K
|
+$407K
|
+5,405
|
New
|
|
|
14
|
Independence Asset Advisors
Wynnewood,,
Pennsylvania
|
$374K
|
+$378K
|
+5,031
|
New
|
|
|
15
|
Harbour Investments
Madison,
Wisconsin
|
$152K
|
+$73.1K
|
+972
|
+91%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$64K
|
–
|
–
|
–
|
|
|
17
|
Farther Finance Advisors
San Francisco,
California
|
$52K
|
–
|
–
|
–
|
|
|
18
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$37.2K
|
–
|
–
|
–
|
|
|
19
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
$14.9K
|
+$150
|
+2
|
+1%
|
|
|
20
|
Ankerstar Wealth
Leander,
Texas
|
$5.21K
|
+$5.26K
|
+70
|
New
|
|
|
21
|
|
$88
|
+$75
|
+1
|
New
|
|
|
22
|
|
–
|
-$1.53M
|
-20,306
|
Closed
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.52M
|
-20,111
|
Closed
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
–
|
-$6.03K
|
-80
|
Closed
|
|
