|
1
|
Client First Investment Management
West Bend,
Wisconsin
|
$119M
|
+$3.8M
|
+83,934
|
+4%
|
|
|
2
|
IronBridge Private Wealth
Austin,
Texas
|
$16.6M
|
+$382K
|
+8,434
|
+3%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.76M
|
+$254K
|
+5,619
|
+3%
|
|
|
4
|
Stephens Inc
Little Rock,
Arkansas
|
$3.83M
|
+$298K
|
+6,597
|
+9%
|
|
|
5
|
Mather Group
Chicago,
Illinois
|
$2.75M
|
-$411K
|
-9,083
|
-14%
|
|
|
6
|
GTS Securities
Miami,
Florida
|
$2.18M
|
+$1.09M
|
+24,119
|
+115%
|
|
|
7
|
Ankerstar Wealth
Leander,
Texas
|
$2.01M
|
-$380K
|
-8,394
|
-17%
|
|
|
8
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$1.36M
|
+$161K
|
+3,564
|
+14%
|
|
|
9
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$697K
|
+$269K
|
+5,947
|
+70%
|
|
|
10
|
Davis Investment Partners
Charlotte,
North Carolina
|
$591K
|
+$51.2K
|
+1,131
|
+10%
|
|
|
11
|
Accel Wealth Management
Waverly,
Iowa
|
$492K
|
+$98K
|
+2,166
|
+27%
|
|
|
12
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$451K
|
–
|
–
|
–
|
|
|
13
|
SeaCrest Wealth Management
Purchase,
New York
|
$374K
|
-$2.44K
|
-54
|
-0.7%
|
|
|
14
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$364K
|
+$48.8K
|
+1,078
|
+17%
|
|
|
15
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$220K
|
+$206K
|
+4,563
|
New
|
|
|
16
|
J2 Capital Management
Troy,
Michigan
|
$212K
|
+$199K
|
+4,393
|
New
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$118K
|
–
|
–
|
–
|
|
|
18
|
Global Retirement Partners
San Rafael,
California
|
$33.5K
|
+$31.4K
|
+694
|
New
|
|
|
19
|
West Michigan Advisors
Holland,
Michigan
|
–
|
-$636K
|
-15,072
|
Closed
|
|
|
20
|
Worth Asset Management
Dallas,
Texas
|
–
|
-$300K
|
-7,109
|
Closed
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$276K
|
-6,534
|
Closed
|
|
|
22
|
|
–
|
-$43
|
-1
|
Closed
|
|
