|
1
|
RVW Wealth
Los Angeles,
California
|
$16.4M
|
+$2.7M
|
+82,620
|
+18%
|
|
|
2
|
Fulcrum Capital
Seattle,
Washington
|
$5.82M
|
+$6.4M
|
+195,817
|
New
|
|
|
3
|
Bailard
Foster City,
California
|
$4.2M
|
+$4.61M
|
+141,107
|
New
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.99M
|
+$2.35M
|
+72,030
|
+116%
|
|
|
5
|
Franklin Resources
San Mateo,
California
|
$1.98M
|
–
|
–
|
–
|
|
|
6
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$1.39M
|
+$25.8K
|
+789
|
+2%
|
|
|
7
|
|
$1.31M
|
+$149K
|
+4,556
|
+11%
|
|
|
8
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1.11M
|
+$101K
|
+3,086
|
+9%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.01M
|
+$69.4K
|
+2,124
|
+7%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$945K
|
+$6.73K
|
+206
|
+0.7%
|
|
|
11
|
|
$935K
|
+$20.7K
|
+633
|
+2%
|
|
|
12
|
Regatta Capital Group
El Segundo,
California
|
$919K
|
–
|
–
|
–
|
|
|
13
|
Biltmore Family Office
Charlotte,
North Carolina
|
$862K
|
–
|
–
|
–
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$779K
|
+$58.1K
|
+1,777
|
+7%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$765K
|
-$181K
|
-5,529
|
-18%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$751K
|
+$825K
|
+25,244
|
New
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$739K
|
+$86.5K
|
+2,647
|
+12%
|
|
|
18
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$537K
|
+$2.09K
|
+64
|
+0.4%
|
|
|
19
|
Cetera Advisors
Denver,
Colorado
|
$533K
|
-$11.3K
|
-346
|
-2%
|
|
|
20
|
One Capital Management
Westlake Village,
California
|
$461K
|
+$25.8K
|
+790
|
+5%
|
|
|
21
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$459K
|
–
|
–
|
–
|
|
|
22
|
Fortis Capital Management
Bellevue,
Washington
|
$427K
|
+$85.3K
|
+2,610
|
+22%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$355K
|
+$139K
|
+4,259
|
+56%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$340K
|
+$105K
|
+3,198
|
+39%
|
|
|
25
|
Gould Asset Management
Claremont,
California
|
$334K
|
+$367K
|
+11,235
|
New
|
|
