|
1
|
Client First Investment Management
West Bend,
Wisconsin
|
$100M
|
+$1.97M
|
+44,868
|
+2%
|
|
|
2
|
IronBridge Private Wealth
Austin,
Texas
|
$14.1M
|
+$327K
|
+7,437
|
+2%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.28M
|
-$709K
|
-16,111
|
-8%
|
|
|
4
|
Stephens Inc
Little Rock,
Arkansas
|
$3.07M
|
+$881K
|
+20,015
|
+38%
|
|
|
5
|
Mather Group
Chicago,
Illinois
|
$2.78M
|
+$2.9M
|
+65,897
|
New
|
|
|
6
|
Ankerstar Wealth
Leander,
Texas
|
$2.1M
|
+$416K
|
+9,451
|
+23%
|
|
|
7
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$1.04M
|
+$408K
|
+9,281
|
+60%
|
|
|
8
|
GTS Securities
Miami,
Florida
|
$885K
|
+$923K
|
+20,982
|
New
|
|
|
9
|
West Michigan Advisors
Holland,
Michigan
|
$636K
|
+$280K
|
+6,372
|
+73%
|
|
|
10
|
Davis Investment Partners
Charlotte,
North Carolina
|
$468K
|
+$145K
|
+3,298
|
+42%
|
|
|
11
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$411K
|
–
|
–
|
–
|
|
|
12
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$357K
|
+$373K
|
+8,474
|
New
|
|
|
13
|
Accel Wealth Management
Waverly,
Iowa
|
$338K
|
+$70.2K
|
+1,596
|
+25%
|
|
|
14
|
SeaCrest Wealth Management
Purchase,
New York
|
$329K
|
+$57K
|
+1,296
|
+20%
|
|
|
15
|
Worth Asset Management
Dallas,
Texas
|
$300K
|
-$93.6K
|
-2,126
|
-23%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$276K
|
+$288K
|
+6,534
|
New
|
|
|
17
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$272K
|
+$34.1K
|
+775
|
+14%
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
$103K
|
–
|
–
|
–
|
|
|
19
|
|
$43
|
+$44
|
+1
|
New
|
|
|
20
|
Ancora Advisors
Cleveland,
Ohio
|
–
|
-$25.7K
|
-600
|
Closed
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$7.63K
|
-178
|
Closed
|
|
