|
1
|
Quantum Financial Advisors
El Segundo,
California
|
$47.1M
|
+$46.9M
|
+969,942
|
New
|
|
|
2
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$16.7M
|
+$2.43M
|
+50,171
|
+15%
|
|
|
3
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$4.22M
|
+$4.6M
|
+95,004
|
New
|
|
|
4
|
Strategic Blueprint
Atlanta,
Georgia
|
$2.69M
|
+$632K
|
+13,052
|
+27%
|
|
|
5
|
Collective Family Office
York,
Pennsylvania
|
$2.08M
|
+$1.94M
|
+40,004
|
+598%
|
|
|
6
|
Cardiff Park Advisors
Carlsbad,
California
|
$2.01M
|
+$1.64M
|
+33,808
|
+298%
|
|
|
7
|
CPWM LLC
Seattle,
Washington
|
$1.73M
|
+$1.88M
|
+38,922
|
New
|
|
|
8
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.45M
|
+$947K
|
+19,566
|
+185%
|
|
|
9
|
WorthPointe
La Jolla,
California
|
$1.2M
|
+$94.4K
|
+1,950
|
+8%
|
|
|
10
|
ML&R Wealth Management
Austin,
Texas
|
$672K
|
+$732K
|
+15,119
|
New
|
|
|
11
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$597K
|
-$814K
|
-16,824
|
-56%
|
|
|
12
|
|
$580K
|
+$632K
|
+13,054
|
New
|
|
|
13
|
Level Financial Advisors
East Amherst,
New York
|
$579K
|
+$631K
|
+13,037
|
New
|
|
|
14
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$566K
|
+$363K
|
+7,494
|
+143%
|
|
|
15
|
SC&H Financial Advisors
Sparks,
Maryland
|
$432K
|
-$70.1K
|
-1,448
|
-13%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$383K
|
+$418K
|
+8,638
|
New
|
|
|
17
|
|
$333K
|
+$362K
|
+7,482
|
New
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$219K
|
-$1.56M
|
-32,215
|
-87%
|
|
|
19
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$219K
|
+$17.9K
|
+369
|
+8%
|
|
|
20
|
Allworth Financial
Folsom,
California
|
$209K
|
+$227K
|
+4,693
|
New
|
|
|
21
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$31K
|
+$32.7K
|
+675
|
+4,821%
|
|
|
22
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$30K
|
+$32.9K
|
+679
|
+67,900%
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
$21K
|
–
|
–
|
–
|
|
|
24
|
Abacus Planning Group
Columbia,
South Carolina
|
–
|
-$293K
|
-5,578
|
Closed
|
|
|
25
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
–
|
-$70K
|
-1,337
|
Closed
|
|
