|
1
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$11.3M
|
+$332K
|
+16,358
|
+3%
|
|
|
2
|
|
$9.97M
|
+$586K
|
+28,901
|
+6%
|
|
|
3
|
Axiom Financial Strategies
New Albany,
Indiana
|
$6.44M
|
-$21.3K
|
-1,051
|
-0.3%
|
|
|
4
|
American Financial & Tax Strategies
New York
|
$4.36M
|
+$155K
|
+7,639
|
+4%
|
|
|
5
|
One Degree Advisors
San Diego,
California
|
$3.82M
|
+$3.62M
|
+178,418
|
New
|
|
|
6
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$3.37M
|
+$2.6M
|
+128,418
|
+319%
|
|
|
7
|
Appleton Partners
Boston,
Massachusetts
|
$3.25M
|
-$3.95K
|
-195
|
-0.1%
|
|
|
8
|
Prospect Financial Group
Arlington,
Virginia
|
$1.76M
|
+$1.79M
|
+88,088
|
New
|
|
|
9
|
Great Lakes Advisors
Chicago,
Illinois
|
$1.28M
|
-$222K
|
-10,967
|
-15%
|
|
|
10
|
Evolution Wealth Advisors
Aventura,
Florida
|
$1.19M
|
+$702K
|
+34,615
|
+139%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$1.15M
|
+$945K
|
+46,641
|
+424%
|
|
|
12
|
Vise Technologies
New York
|
$1.03M
|
-$4.09K
|
-202
|
-0.4%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$773K
|
+$527K
|
+25,997
|
+204%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$667K
|
+$678K
|
+33,457
|
New
|
|
|
15
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$541K
|
+$550K
|
+27,133
|
New
|
|
|
16
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$474K
|
-$2.94K
|
-145
|
-0.6%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$400K
|
-$4.66K
|
-230
|
-1%
|
|
|
18
|
Focus Partners Wealth
Boston,
Massachusetts
|
$323K
|
-$17.3K
|
-853
|
-5%
|
|
|
19
|
|
$232K
|
-$1.25M
|
-61,891
|
-84%
|
|
|
20
|
US Bancorp
Minneapolis,
Minnesota
|
$105K
|
–
|
–
|
–
|
|
|
21
|
IFP Advisors
Tampa,
Florida
|
$81.6K
|
+$1.91K
|
+94
|
+2%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$55K
|
-$7.72K
|
-381
|
-12%
|
|
|
23
|
Pacific Center for Financial Services
San Ramon,
California
|
$43.6K
|
–
|
–
|
–
|
|
|
24
|
Accredited Wealth Management
Louisville,
Kentucky
|
$23.4K
|
+$23.8K
|
+1,175
|
New
|
|
|
25
|
Allworth Financial
Folsom,
California
|
$20.4K
|
-$57.2K
|
-2,822
|
-74%
|
|
