|
1
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$132M
|
+$4.09M
|
+133,130
|
+3%
|
|
|
2
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$33.8M
|
+$1.09M
|
+35,428
|
+3%
|
|
|
3
|
Fiduciary Planning
Englewood,
Florida
|
$19.2M
|
+$10.8M
|
+352,287
|
+122%
|
|
|
4
|
Menard Financial Group
Houston,
Texas
|
$13.5M
|
+$13.8M
|
+449,447
|
New
|
|
|
5
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$9.36M
|
+$1.71M
|
+55,568
|
+22%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.82M
|
+$359K
|
+11,664
|
+14%
|
|
|
7
|
|
$2.2M
|
+$1M
|
+32,673
|
+80%
|
|
|
8
|
One Plus One Wealth Management
Jupiter,
Florida
|
$2.09M
|
+$156K
|
+5,061
|
+8%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$990K
|
+$455K
|
+14,794
|
+81%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$544K
|
+$291K
|
+9,465
|
+109%
|
|
|
11
|
MBE Wealth Management
Tomah,
Wisconsin
|
$240K
|
+$4.92K
|
+160
|
+2%
|
|
|
12
|
Virtue Capital Management
Brentwood,
Tennessee
|
$216K
|
+$222K
|
+7,225
|
New
|
|
|
13
|
Independent Financial Group
San Diego,
California
|
$211K
|
+$216K
|
+7,040
|
New
|
|
|
14
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$149K
|
+$50.1K
|
+1,630
|
+49%
|
|
|
15
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$86K
|
–
|
–
|
–
|
|
|
16
|
IFP Advisors
Tampa,
Florida
|
$18K
|
–
|
–
|
–
|
|
|
17
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$2.26M
|
-74,844
|
Closed
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
–
|
-$46K
|
-1,513
|
Closed
|
|
|
19
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$3K
|
-100
|
Closed
|
|
