|
1
|
Weaver Consulting Group
Huntington Beach,
California
|
$34M
|
+$4.93M
|
+131,594
|
+17%
|
|
|
2
|
49 Wealth Management
Austin,
Texas
|
$16.2M
|
-$144M
|
-3,841,303
|
-90%
|
|
|
3
|
|
$16.2M
|
+$16.3M
|
+434,705
|
New
|
|
|
4
|
Titleist Asset Management
San Antonio,
Texas
|
$14.8M
|
+$3.37K
|
+90
|
+0%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.15M
|
+$2.16M
|
+57,594
|
New
|
|
|
6
|
|
$847K
|
+$849K
|
+22,672
|
New
|
|
|
7
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$761K
|
+$16.2K
|
+433
|
+2%
|
|
|
8
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$696K
|
-$129K
|
-3,437
|
-16%
|
|
|
9
|
Joel Isaacson & Co
New York
|
$589K
|
+$58.8K
|
+1,570
|
+11%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$424K
|
-$148K
|
-3,938
|
-26%
|
|
|
11
|
Regatta Research & Money Management
Metairie,
Louisiana
|
$331K
|
+$332K
|
+8,858
|
New
|
|
|
12
|
Financial Gravity Companies
Lakeway,
Texas
|
$315K
|
+$315K
|
+8,421
|
New
|
|
|
13
|
|
$237K
|
-$50.6K
|
-1,351
|
-18%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$110K
|
+$8.46K
|
+226
|
+8%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$53.6K
|
+$27.8K
|
+742
|
+107%
|
|
|
16
|
Highland Investment Advisors
Ponte Vedra,
Florida
|
$37.6K
|
+$37.6K
|
+1,005
|
New
|
|
|
17
|
|
$7.33K
|
+$7.3K
|
+195
|
+19,500%
|
|
|
18
|
Harbour Investments
Madison,
Wisconsin
|
$5.61K
|
–
|
–
|
–
|
|
|
19
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$4.37K
|
–
|
–
|
–
|
|
|
20
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$946
|
-$1.05K
|
-28
|
-53%
|
|
|
21
|
Blue Trust Inc
Alpharetta,
Georgia
|
$871
|
–
|
–
|
–
|
|
|
22
|
AE Wealth Management
Topeka,
Kansas
|
$656
|
+$37
|
+1
|
+6%
|
|
|
23
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$448
|
+$449
|
+12
|
New
|
|
|
24
|
|
$264
|
+$262
|
+7
|
New
|
|
|
25
|
Tower Research Capital (TRC)
New York
|
–
|
-$242K
|
-6,505
|
Closed
|
|
