|
1
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$6.89M
|
+$6.89M
|
+133,334
|
New
|
|
|
2
|
New Capital Management
Houston,
Texas
|
$5.21M
|
+$5.22M
|
+101,010
|
New
|
|
|
3
|
|
$3.34M
|
-$6.31M
|
-122,103
|
-65%
|
|
|
4
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$2.95M
|
+$2.96M
|
+57,234
|
New
|
|
|
5
|
Rialto Wealth Management
Syracuse,
New York
|
$2.68M
|
+$965K
|
+18,684
|
+56%
|
|
|
6
|
Buska Wealth Management
Wausau,
Wisconsin
|
$1.61M
|
+$1.61M
|
+31,160
|
New
|
|
|
7
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.1M
|
+$1.1M
|
+21,370
|
New
|
|
|
8
|
Dahring Cusmano
Novi,
Michigan
|
$1.07M
|
+$695K
|
+13,463
|
+187%
|
|
|
9
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$1M
|
+$15.7K
|
+303
|
+2%
|
|
|
10
|
Kestra Private Wealth Services
Austin,
Texas
|
$703K
|
+$703K
|
+13,620
|
New
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$527K
|
+$56.9K
|
+1,102
|
+12%
|
|
|
12
|
CRA Financial Services
Northfield,
New Jersey
|
$454K
|
+$1.96K
|
+38
|
+0.4%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$423K
|
+$423K
|
+8,196
|
New
|
|
|
14
|
GSG Advisors
Mount Laurel,
New Jersey
|
$361K
|
+$361K
|
+6,994
|
New
|
|
|
15
|
Ballast Rock Private Wealth
Charleston,
South Carolina
|
$295K
|
+$296K
|
+5,723
|
New
|
|
|
16
|
D'Orazio & Associates
Falls Church,
Virginia
|
$271K
|
+$272K
|
+5,260
|
New
|
|
|
17
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$261K
|
+$261K
|
+5,060
|
New
|
|
|
18
|
Swisher Financial Concepts
Westerville,
Ohio
|
$250K
|
+$250K
|
+4,845
|
New
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$237K
|
+$237K
|
+4,586
|
New
|
|
|
20
|
Principia Wealth Advisory
Dallas,
Texas
|
$175K
|
-$8.01K
|
-155
|
-4%
|
|
|
21
|
Ancora Advisors
Cleveland,
Ohio
|
$114K
|
+$64.3K
|
+1,244
|
+129%
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$101K
|
–
|
–
|
–
|
|
|
23
|
Physician Wealth Advisors
Midvale,
Utah
|
$25.6K
|
+$25.7K
|
+497
|
New
|
|
|
24
|
|
$20.6K
|
+$20.7K
|
+400
|
New
|
|
