|
1
|
Insight Advisors
Newtown,
Pennsylvania
|
$168M
|
+$7.75M
|
+88,962
|
+5%
|
|
|
2
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$26.2M
|
+$9.97M
|
+114,500
|
+62%
|
|
|
3
|
Cultivar Capital
Denton,
Texas
|
$11.3M
|
+$959K
|
+11,010
|
+9%
|
|
|
4
|
Valley Financial Group
Ambler,
Pennsylvania
|
$10.2M
|
+$525K
|
+6,022
|
+5%
|
|
|
5
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$4.35M
|
+$1.89M
|
+21,740
|
+78%
|
|
|
6
|
Empirical Finance
Havertown,
Pennsylvania
|
$4.22M
|
+$601K
|
+6,900
|
+17%
|
|
|
7
|
CLG LLC
Long Beach,
California
|
$2.86M
|
+$2.84M
|
+32,649
|
New
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.96M
|
+$938K
|
+10,773
|
+93%
|
|
|
9
|
IronOak Wealth
Cedar Park,
Texas
|
$1.85M
|
+$1.84M
|
+21,171
|
New
|
|
|
10
|
World Investment Advisors
Santa Barbara,
California
|
$1.68M
|
+$1.67M
|
+19,151
|
New
|
|
|
11
|
L.K. Benson & Company
Baltimore,
Maryland
|
$982K
|
+$977K
|
+11,215
|
New
|
|
|
12
|
Bravias Capital Group
Iselin,
New Jersey
|
$778K
|
+$772K
|
+8,862
|
New
|
|
|
13
|
|
$762K
|
+$91.5K
|
+1,050
|
+14%
|
|
|
14
|
Old Mission Capital
Chicago,
Illinois
|
$707K
|
-$1.96M
|
-22,447
|
-74%
|
|
|
15
|
Ancora Advisors
Cleveland,
Ohio
|
$559K
|
+$147K
|
+1,693
|
+36%
|
|
|
16
|
Orcam Financial Group
Encinitas,
California
|
$273K
|
+$44.4K
|
+510
|
+20%
|
|
|
17
|
Two Sigma Securities
New York
|
$267K
|
+$265K
|
+3,046
|
New
|
|
|
18
|
Austin Wealth Management
Austin,
Texas
|
$256K
|
+$254K
|
+2,920
|
New
|
|
|
19
|
Atria Wealth Solutions
New York
|
$219K
|
+$218K
|
+2,502
|
New
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$63.6K
|
+$59K
|
+677
|
+1,382%
|
|
|
21
|
Luminist Capital
Grand Rapids,
Michigan
|
$3.85K
|
+$3.83K
|
+44
|
New
|
|
|
22
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$2.27K
|
+$2.27K
|
+26
|
New
|
|
|
23
|
Ferguson Shapiro
Decatur,
Georgia
|
–
|
-$1.38M
|
-15,951
|
Closed
|
|
|
24
|
|
–
|
-$373K
|
-4,313
|
Closed
|
|
