|
1
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$21.3M
|
+$25.7M
|
+972,386
|
New
|
|
|
2
|
|
$8.76M
|
–
|
–
|
–
|
|
|
3
|
LPL Financial
San Diego,
California
|
$6.56M
|
+$7.91M
|
+299,696
|
New
|
|
|
4
|
StoneCrest Wealth Management
Chandler,
Arizona
|
$2.83M
|
+$3.41M
|
+129,129
|
New
|
|
|
5
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.05M
|
+$1.26M
|
+47,770
|
New
|
|
|
6
|
Black Swift Group
Boulder,
Colorado
|
$688K
|
-$25.1K
|
-950
|
-3%
|
|
|
7
|
Mutual Advisors
Omaha,
Nebraska
|
$548K
|
+$642K
|
+24,310
|
New
|
|
|
8
|
Sunbelt Securities
Houston,
Texas
|
$362K
|
+$277K
|
+10,485
|
+173%
|
|
|
9
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$293K
|
+$214K
|
+8,100
|
+153%
|
|
|
10
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$152K
|
+$184K
|
+6,960
|
New
|
|
|
11
|
Financial Management Professionals
Austin,
Texas
|
$110K
|
+$133K
|
+5,036
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$110K
|
+$133K
|
+5,031
|
New
|
|
|
13
|
Crowley Wealth Management
Wilmington,
Delaware
|
$50.3K
|
+$60.7K
|
+2,300
|
New
|
|
|
14
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$33K
|
+$39.8K
|
+1,509
|
New
|
|
|
15
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$20.6K
|
+$24.8K
|
+940
|
New
|
|
|
16
|
Salomon & Ludwin
Richmond,
Virginia
|
$14.3K
|
+$17.3K
|
+654
|
New
|
|
|
17
|
Physician Wealth Advisors
Midvale,
Utah
|
$11.8K
|
–
|
–
|
–
|
|
|
18
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$9.39K
|
+$871
|
+33
|
+8%
|
|
|
19
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
$7.2K
|
-$15.2K
|
-577
|
-64%
|
|
|
20
|
NewEdge Advisors
New Orleans,
Louisiana
|
$6.68K
|
+$8.05K
|
+305
|
New
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5K
|
-$1.74K
|
-66
|
-22%
|
|
|
22
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$3.75K
|
+$4.49K
|
+170
|
New
|
|
|
23
|
MAI Capital Management
Independence,
Ohio
|
$3.72K
|
+$4.49K
|
+170
|
New
|
|
|
24
|
|
$2.39K
|
+$2.88K
|
+109
|
New
|
|
|
25
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$722
|
+$871
|
+33
|
New
|
|
