|
1
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$28.8M
|
+$7.64M
|
+378,703
|
+37%
|
|
|
2
|
Congress Wealth Management
Boston,
Massachusetts
|
$14.9M
|
+$10.3M
|
+512,787
|
+237%
|
|
|
3
|
Channel Wealth
Santa Barbara,
California
|
$8.93M
|
+$2.85M
|
+141,174
|
+48%
|
|
|
4
|
Axxcess Wealth Management
Carlsbad,
California
|
$7.76M
|
+$5.84M
|
+289,460
|
+323%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$7.15M
|
+$7.06M
|
+349,686
|
New
|
|
|
6
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$6.68M
|
-$1.39M
|
-68,821
|
-17%
|
|
|
7
|
MBL Wealth
Charlotte,
North Carolina
|
$4.78M
|
+$4.72M
|
+233,766
|
New
|
|
|
8
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$1.86M
|
+$1.84M
|
+91,011
|
New
|
|
|
9
|
Bridge Advisory
Pasadena,
California
|
$1.07M
|
-$10.1M
|
-500,057
|
-91%
|
|
|
10
|
|
$806K
|
+$138K
|
+6,846
|
+21%
|
|
|
11
|
Rockefeller Capital Management
New York
|
$744K
|
+$734K
|
+36,372
|
New
|
|
|
12
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$659K
|
+$650K
|
+32,197
|
New
|
|
|
13
|
Concurrent Investment Advisors
Tampa,
Florida
|
$404K
|
+$399K
|
+19,761
|
New
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$383K
|
+$378K
|
+18,742
|
New
|
|
|
15
|
Independent Financial Group
San Diego,
California
|
$320K
|
+$316K
|
+15,652
|
New
|
|
|
16
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$271K
|
+$23.5K
|
+1,165
|
+10%
|
|
|
17
|
Bay Colony Advisors
Concord,
Massachusetts
|
$237K
|
+$234K
|
+11,586
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$94.2K
|
+$93K
|
+4,606
|
New
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.02K
|
+$1.01K
|
+50
|
New
|
|
|
20
|
Ocean Park Asset Management
Santa Monica,
California
|
–
|
-$468K
|
-23,284
|
Closed
|
|
