|
1
|
49 Wealth Management
Austin,
Texas
|
$89.2M
|
+$16.2M
|
+484,618
|
+23%
|
|
|
2
|
Titleist Asset Management
San Antonio,
Texas
|
$23.9M
|
-$8.09M
|
-242,233
|
-26%
|
|
|
3
|
Weaver Consulting Group
Huntington Beach,
California
|
$22.3M
|
+$454K
|
+13,585
|
+2%
|
|
|
4
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$2.43M
|
+$2.39M
|
+71,570
|
New
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$778K
|
+$19K
|
+569
|
+3%
|
|
|
6
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$570K
|
+$19.8K
|
+594
|
+4%
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
$564K
|
+$8.65K
|
+259
|
+2%
|
|
|
8
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$434K
|
+$427K
|
+12,786
|
New
|
|
|
9
|
Insight 2811 Inc
Chicago,
Illinois
|
$371K
|
-$48.5K
|
-1,452
|
-12%
|
|
|
10
|
|
$10.9K
|
+$10.7K
|
+321
|
New
|
|
|
11
|
Harbour Investments
Madison,
Wisconsin
|
$5.1K
|
–
|
–
|
–
|
|
|
12
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3.98K
|
–
|
–
|
–
|
|
|
13
|
Rossby Financial
Melbourne,
Florida
|
$3.62K
|
+$3.67K
|
+110
|
New
|
|
|
14
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$1.76K
|
+$33
|
+1
|
+2%
|
|
|
15
|
|
$650
|
+$568
|
+17
|
+850%
|
|
|
16
|
CoreCap Advisors
Southfield,
Michigan
|
–
|
-$29.1K
|
-908
|
Closed
|
|
