|
1
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$5.91M
|
+$5.75M
|
+90,861
|
New
|
|
|
2
|
LPL Financial
San Diego,
California
|
$2.48M
|
-$49.5K
|
-782
|
-2%
|
|
|
3
|
Vawter Financial
Columbus,
Ohio
|
$979K
|
+$337K
|
+5,322
|
+55%
|
|
|
4
|
Versant Capital Management
Phoenix,
Arizona
|
$694K
|
+$228K
|
+3,604
|
+51%
|
|
|
5
|
Crosspoint Financial
Tustin,
California
|
$690K
|
+$354K
|
+5,600
|
+112%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$557K
|
+$154K
|
+2,437
|
+40%
|
|
|
7
|
Integrity Wealth Solutions
Denver,
Colorado
|
$531K
|
-$24.4K
|
-385
|
-5%
|
|
|
8
|
PFG Private Wealth Management
Lutz,
Florida
|
$531K
|
+$516K
|
+8,157
|
New
|
|
|
9
|
Diversify Wealth Management
Sandy,
Utah
|
$440K
|
+$14.4K
|
+227
|
+4%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$414K
|
+$403K
|
+6,366
|
New
|
|
|
11
|
Plancorp LLC
Saint Louis,
Missouri
|
$244K
|
–
|
–
|
–
|
|
|
12
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$221K
|
–
|
–
|
–
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$210K
|
+$204K
|
+3,223
|
New
|
|
|
14
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$164K
|
+$159K
|
+2,517
|
New
|
|
|
15
|
Advisory Services Network
Atlanta,
Georgia
|
$139K
|
+$135K
|
+2,132
|
New
|
|
|
16
|
Sunbelt Securities
Houston,
Texas
|
$90.2K
|
+$1.01K
|
+16
|
+1%
|
|
|
17
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$14.2K
|
+$1.58K
|
+25
|
+13%
|
|
|
18
|
Arlington Financial Advisors
Santa Barbara,
California
|
–
|
-$204K
|
-3,324
|
Closed
|
|
