|
1
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$25.2M
|
+$24M
|
+392,029
|
New
|
|
|
2
|
American Century Companies
Kansas City,
Missouri
|
$13.2M
|
+$1.65M
|
+26,895
|
+15%
|
|
|
3
|
Enzi Wealth
Austin,
Texas
|
$7.24M
|
+$6.08M
|
+99,365
|
+924%
|
|
|
4
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$6.71M
|
+$1.14M
|
+18,662
|
+22%
|
|
|
5
|
Financial Management Network
Mission Viejo,
California
|
$3.4M
|
+$2.04M
|
+33,295
|
+174%
|
|
|
6
|
Prosperity Planning
Kansas City,
Missouri
|
$3.09M
|
+$1.65M
|
+27,013
|
+129%
|
|
|
7
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$2.11M
|
+$451K
|
+7,358
|
+29%
|
|
|
8
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.05M
|
+$183K
|
+2,981
|
+23%
|
|
|
9
|
Team Financial Group
Temecula,
California
|
$895K
|
+$853K
|
+13,931
|
New
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$893K
|
+$851K
|
+13,892
|
New
|
|
|
11
|
Eclectic Associates
Fullerton,
California
|
$732K
|
+$698K
|
+11,400
|
New
|
|
|
12
|
|
$653K
|
–
|
–
|
–
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$578K
|
+$551K
|
+8,998
|
New
|
|
|
14
|
LexAurum Advisors
Overland Park,
Kansas
|
$437K
|
-$57.4K
|
-938
|
-12%
|
|
|
15
|
Plancorp LLC
Saint Louis,
Missouri
|
$305K
|
+$291K
|
+4,750
|
New
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$289K
|
-$315K
|
-5,145
|
-53%
|
|
|
17
|
Farther Finance Advisors
San Francisco,
California
|
$99.6K
|
+$94.9K
|
+1,550
|
New
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
$41.5K
|
–
|
–
|
–
|
|
|
19
|
McIlrath & Eck
Arlington,
Washington
|
$27.2K
|
–
|
–
|
–
|
|
|
20
|
FAS Wealth Partners
Leawood,
Kansas
|
$15.3K
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$1.97K
|
-33
|
Closed
|
|
