|
1
|
Cogent Private Wealth
Orlando,
Florida
|
$6.4M
|
+$6.35M
|
+96,482
|
New
|
|
|
2
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$6.03M
|
+$395
|
+6
|
+0%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$2.53M
|
–
|
–
|
–
|
|
|
4
|
Crosspoint Financial
Tustin,
California
|
$1.25M
|
+$547K
|
+8,310
|
+78%
|
|
|
5
|
Versant Capital Management
Phoenix,
Arizona
|
$1.01M
|
+$301K
|
+4,583
|
+43%
|
|
|
6
|
Vawter Financial
Columbus,
Ohio
|
$979K
|
-$19.1K
|
-290
|
-2%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$753K
|
+$182K
|
+2,771
|
+32%
|
|
|
8
|
Integrity Wealth Solutions
Denver,
Colorado
|
$635K
|
+$93.4K
|
+1,420
|
+17%
|
|
|
9
|
Diversify Wealth Management
Sandy,
Utah
|
$445K
|
-$9.93K
|
-151
|
-2%
|
|
|
10
|
Plancorp LLC
Saint Louis,
Missouri
|
$249K
|
–
|
–
|
–
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$227K
|
+$13.5K
|
+205
|
+6%
|
|
|
12
|
Arlington Financial Advisors
Santa Barbara,
California
|
$223K
|
+$221K
|
+3,362
|
New
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$216K
|
+$214K
|
+3,261
|
New
|
|
|
14
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$136K
|
-$30.9K
|
-470
|
-19%
|
|
|
15
|
Sunbelt Securities
Houston,
Texas
|
$93K
|
+$1.05K
|
+16
|
+1%
|
|
|
16
|
Farther Finance Advisors
San Francisco,
California
|
$39.8K
|
+$39.5K
|
+600
|
New
|
|
|
17
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$16.2K
|
+$1.64K
|
+25
|
+11%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$5.7K
|
+$5.66K
|
+86
|
New
|
|
|
19
|
Curio Wealth
Annapolis,
Maryland
|
$3.1K
|
+$3.02K
|
+46
|
New
|
|
|
20
|
PFG Private Wealth Management
Lutz,
Florida
|
–
|
-$531K
|
-8,157
|
Closed
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$414K
|
-6,366
|
Closed
|
|
|
22
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
–
|
-$221K
|
-3,392
|
Closed
|
|
|
23
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$139K
|
-2,132
|
Closed
|
|
