|
1
|
Independent Financial Group
San Diego,
California
|
$2.24M
|
+$646K
|
+12,700
|
+40%
|
|
|
2
|
Encompass More Asset Management
Danville,
California
|
$2.03M
|
+$2.05M
|
+40,296
|
New
|
|
|
3
|
|
$1.63M
|
+$193K
|
+3,802
|
+13%
|
|
|
4
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$1.14M
|
+$1.15M
|
+22,545
|
New
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$813K
|
+$820K
|
+16,130
|
New
|
|
|
6
|
Davenport & Co
Richmond,
Virginia
|
$757K
|
+$42.9K
|
+843
|
+6%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$519K
|
+$514K
|
+10,110
|
+5,810%
|
|
|
8
|
PFG Advisors
Phoenix,
Arizona
|
$295K
|
+$298K
|
+5,853
|
New
|
|
|
9
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$248K
|
–
|
–
|
–
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$225K
|
+$227K
|
+4,462
|
New
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$207K
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$101K
|
+$93.6K
|
+1,841
|
+1,158%
|
|
|
13
|
Burnham & Co
Grand Rapids,
Michigan
|
$95.8K
|
+$96.6K
|
+1,900
|
New
|
|
|
14
|
Allworth Financial
Folsom,
California
|
$50.4K
|
+$50.9K
|
+1,000
|
New
|
|
|
15
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$36.8K
|
+$37.1K
|
+730
|
New
|
|
|
16
|
Farther Finance Advisors
San Francisco,
California
|
$12.7K
|
+$12.8K
|
+251
|
New
|
|
|
17
|
Parallel Advisors
San Francisco,
California
|
$5.04K
|
+$5.09K
|
+100
|
New
|
|
|
18
|
Roxbury Financial
Mount Arlington,
New Jersey
|
$2.47K
|
+$2.49K
|
+49
|
New
|
|
|
19
|
Aspect Partners
Fairfax,
Virginia
|
$504
|
+$509
|
+10
|
New
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$19
|
-$51
|
-1
|
Closed
|
|
|
21
|
Infrastructure Capital Advisors
New York
|
–
|
-$277K
|
-5,580
|
Closed
|
|
|
22
|
Osbon Capital Management
Boston,
Massachusetts
|
–
|
-$1.64K
|
-33
|
Closed
|
|
