|
1
|
|
$50.4M
|
–
|
–
|
–
|
|
|
2
|
Weil Company
San Diego,
California
|
$29.5M
|
+$14.7M
|
+294,382
|
+101%
|
|
|
3
|
|
$15.6M
|
+$1.8M
|
+36,172
|
+13%
|
|
|
4
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$14.8M
|
+$2.65M
|
+53,154
|
+22%
|
|
|
5
|
Forthright Family Wealth Advisory
Houston,
Texas
|
$13.6M
|
+$220K
|
+4,418
|
+2%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$6.41M
|
+$6.12M
|
+122,745
|
+2,697%
|
|
|
7
|
SWP Financial
San Diego,
California
|
$6.36M
|
+$97.2K
|
+1,951
|
+2%
|
|
|
8
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$5.54M
|
+$5.49M
|
+110,089
|
New
|
|
|
9
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5M
|
+$4.95M
|
+99,277
|
New
|
|
|
10
|
Synovus Financial
Columbus,
Georgia
|
$2.46M
|
+$2.44M
|
+48,894
|
New
|
|
|
11
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$2.37M
|
+$2.38M
|
+47,855
|
New
|
|
|
12
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
$2.27M
|
+$199
|
+4
|
+0%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$1.36M
|
-$339K
|
-6,796
|
-20%
|
|
|
14
|
Signet Financial Management
Parsippany,
New Jersey
|
$1.2M
|
+$1.19M
|
+23,852
|
New
|
|
|
15
|
May Hill Capital
Cohasset,
Massachusetts
|
$1.02M
|
+$1.01M
|
+20,233
|
New
|
|
|
16
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$1.01M
|
-$645K
|
-12,949
|
-39%
|
|
|
17
|
Flow Traders U.S.
New York
|
$992K
|
+$981K
|
+19,698
|
New
|
|
|
18
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$933K
|
+$347K
|
+6,969
|
+60%
|
|
|
19
|
Jones Financial Companies
Des Peres,
Missouri
|
$894K
|
+$455K
|
+9,129
|
+105%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$797K
|
+$788K
|
+15,824
|
New
|
|
|
21
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$607K
|
-$61.6K
|
-1,237
|
-9%
|
|
|
22
|
|
$573K
|
-$1.58M
|
-31,690
|
-74%
|
|
|
23
|
Breakwater Capital Group
Paramus,
New Jersey
|
$271K
|
+$268K
|
+5,386
|
New
|
|
|
24
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$228K
|
-$14.3K
|
-288
|
-6%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$226K
|
-$2.84K
|
-57
|
-1%
|
|
