|
1
|
Cogent Private Wealth
Orlando,
Florida
|
$7.44M
|
+$975K
|
+14,231
|
+15%
|
|
|
2
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$6.11M
|
+$479
|
+7
|
+0%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$2.41M
|
-$160K
|
-2,341
|
-6%
|
|
|
4
|
Crosspoint Financial
Tustin,
California
|
$1.42M
|
+$155K
|
+2,260
|
+12%
|
|
|
5
|
Diversify Wealth Management
Sandy,
Utah
|
$1.06M
|
+$581K
|
+8,484
|
+129%
|
|
|
6
|
Vawter Financial
Columbus,
Ohio
|
$1.04M
|
+$45K
|
+657
|
+4%
|
|
|
7
|
Versant Capital Management
Phoenix,
Arizona
|
$962K
|
-$64.3K
|
-939
|
-6%
|
|
|
8
|
Integrity Wealth Solutions
Denver,
Colorado
|
$901K
|
+$262K
|
+3,823
|
+40%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$686K
|
-$78.6K
|
-1,148
|
-10%
|
|
|
10
|
Plancorp LLC
Saint Louis,
Missouri
|
$261K
|
–
|
–
|
–
|
|
|
11
|
Arlington Financial Advisors
Santa Barbara,
California
|
$247K
|
+$21.4K
|
+312
|
+9%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$238K
|
+$8.22K
|
+120
|
+4%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$228K
|
+$8.7K
|
+127
|
+4%
|
|
|
14
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$223K
|
+$227K
|
+3,316
|
New
|
|
|
15
|
Advisory Services Network
Atlanta,
Georgia
|
$141K
|
+$144K
|
+2,102
|
New
|
|
|
16
|
Sunbelt Securities
Houston,
Texas
|
$94.6K
|
+$342
|
+5
|
+0.4%
|
|
|
17
|
Farther Finance Advisors
San Francisco,
California
|
$40.6K
|
–
|
–
|
–
|
|
|
18
|
Robinswood Financial
Kirkland,
Washington
|
$27.1K
|
+$27.5K
|
+402
|
New
|
|
|
19
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$20.4K
|
+$4.11K
|
+60
|
+25%
|
|
|
20
|
Curio Wealth
Annapolis,
Maryland
|
$3.12K
|
–
|
–
|
–
|
|
|
21
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
–
|
-$136K
|
-2,047
|
Closed
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$5.7K
|
-86
|
Closed
|
|
