|
1
|
49 Wealth Management
Austin,
Texas
|
$107M
|
+$14.5M
|
+430,496
|
+16%
|
|
|
2
|
Weaver Consulting Group
Huntington Beach,
California
|
$23.9M
|
+$855K
|
+25,414
|
+4%
|
|
|
3
|
Titleist Asset Management
San Antonio,
Texas
|
$21.2M
|
-$3.23M
|
-96,121
|
-14%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.22M
|
+$1.17M
|
+34,862
|
New
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$800K
|
-$2.02K
|
-60
|
-0.3%
|
|
|
6
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$607K
|
+$18.8K
|
+560
|
+3%
|
|
|
7
|
|
$539K
|
+$518K
|
+15,382
|
New
|
|
|
8
|
|
$472K
|
+$453K
|
+13,474
|
New
|
|
|
9
|
Financial Gravity Companies
Lakeway,
Texas
|
$438K
|
+$421K
|
+12,503
|
New
|
|
|
10
|
Insight 2811 Inc
Chicago,
Illinois
|
$350K
|
-$31.1K
|
-924
|
-8%
|
|
|
11
|
Joel Isaacson & Co
New York
|
$212K
|
+$204K
|
+6,059
|
New
|
|
|
12
|
Principal Securities
Des Moines,
Iowa
|
$21.5K
|
+$20.7K
|
+615
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$6.93K
|
+$6.66K
|
+198
|
New
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$6.11K
|
-$553K
|
-16,436
|
-99%
|
|
|
15
|
Harbour Investments
Madison,
Wisconsin
|
$5.25K
|
–
|
–
|
–
|
|
|
16
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$4.1K
|
–
|
–
|
–
|
|
|
17
|
Rossby Financial
Melbourne,
Florida
|
$3.85K
|
–
|
–
|
–
|
|
|
18
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$1.82K
|
–
|
–
|
–
|
|
|
19
|
|
$35
|
-$606
|
-18
|
-95%
|
|
|
20
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
–
|
-$2.43M
|
-71,570
|
Closed
|
|
|
21
|
|
–
|
-$10.9K
|
-321
|
Closed
|
|
