|
1
|
|
$49.3M
|
–
|
–
|
–
|
|
|
2
|
Weil Company
San Diego,
California
|
$14.4M
|
+$994K
|
+19,679
|
+7%
|
|
|
3
|
|
$13.4M
|
+$3.69M
|
+73,037
|
+37%
|
|
|
4
|
Forthright Family Wealth Advisory
Houston,
Texas
|
$13.1M
|
+$13.4M
|
+265,925
|
New
|
|
|
5
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$11.8M
|
+$2M
|
+39,644
|
+20%
|
|
|
6
|
SWP Financial
San Diego,
California
|
$6.13M
|
+$6.28M
|
+124,245
|
New
|
|
|
7
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
$2.22M
|
+$132K
|
+2,609
|
+6%
|
|
|
8
|
|
$2.12M
|
+$171K
|
+3,378
|
+9%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$1.66M
|
-$436K
|
-8,624
|
-20%
|
|
|
10
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$1.62M
|
+$1.66M
|
+32,924
|
New
|
|
|
11
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$656K
|
-$39.8K
|
-788
|
-6%
|
|
|
12
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$570K
|
+$584K
|
+11,566
|
New
|
|
|
13
|
Jones Financial Companies
Des Peres,
Missouri
|
$428K
|
+$423K
|
+8,379
|
+2,784%
|
|
|
14
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$237K
|
+$243K
|
+4,812
|
New
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$224K
|
+$230K
|
+4,551
|
New
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$224K
|
+$230K
|
+4,545
|
New
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.93K
|
+$5.05K
|
+100
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$4.54K
|
+$4.65K
|
+92
|
New
|
|
|
19
|
Sunbelt Securities
Houston,
Texas
|
$1.88K
|
–
|
–
|
–
|
|
