|
1
|
Affinity Wealth Management
Wilmington,
Delaware
|
$17.6M
|
+$17.9M
|
+539,824
|
New
|
|
|
2
|
Nauset Wealth Management
Westport,
Connecticut
|
$4.49M
|
+$4.84M
|
+146,095
|
New
|
|
|
3
|
Independent Financial Group
San Diego,
California
|
$2.85M
|
+$1.11M
|
+33,542
|
+57%
|
|
|
4
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$1.73M
|
-$2.15K
|
-65
|
-0.1%
|
|
|
5
|
Retirement Guys Formula
Maumee,
Ohio
|
$1.44M
|
+$1.55M
|
+46,876
|
New
|
|
|
6
|
|
$1.2M
|
+$220K
|
+6,643
|
+21%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.03M
|
+$467K
|
+14,093
|
+73%
|
|
|
8
|
Freedom Investment Management
Hartford,
Connecticut
|
$870K
|
+$147K
|
+4,428
|
+19%
|
|
|
9
|
Mengis Capital Management
Portland,
Oregon
|
$789K
|
+$5.23K
|
+158
|
+0.6%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$767K
|
+$8.71K
|
+263
|
+1%
|
|
|
11
|
Accel Wealth Management
Waverly,
Iowa
|
$611K
|
+$551K
|
+16,627
|
+509%
|
|
|
12
|
Great Lakes Advisors
Chicago,
Illinois
|
$520K
|
+$560K
|
+16,906
|
New
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$426K
|
+$37.4K
|
+1,128
|
+9%
|
|
|
14
|
Clear Creek Financial Management
Silverdale,
Washington
|
$382K
|
+$411K
|
+12,420
|
New
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$295K
|
+$318K
|
+9,592
|
New
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$265K
|
+$285K
|
+8,609
|
New
|
|
|
17
|
Spire Wealth Management
Mclean,
Virginia
|
$162K
|
-$145K
|
-4,393
|
-46%
|
|
|
18
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$17K
|
+$18.3K
|
+554
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$9K
|
+$9.8K
|
+296
|
New
|
|
|
20
|
Covington Capital Management
Los Angeles,
California
|
$3K
|
–
|
–
|
–
|
|
|
21
|
Flow Traders U.S.
New York
|
–
|
-$534K
|
-16,230
|
Closed
|
|
|
22
|
Liberty Wealth Management
Oakland,
California
|
–
|
-$3K
|
-91
|
Closed
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
–
|
+$33
|
+1
|
New
|
|
