|
1
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$75.7M
|
-$15.5M
|
-608,233
|
-18%
|
|
|
2
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$15M
|
+$175K
|
+6,869
|
+1%
|
|
|
3
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$11.5M
|
-$4.52M
|
-177,105
|
-29%
|
|
|
4
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$10.8M
|
+$10.3M
|
+404,785
|
New
|
|
|
5
|
Waterloo Capital
Austin,
Texas
|
$8.65M
|
+$170K
|
+6,657
|
+2%
|
|
|
6
|
Silver Oak Securities
Jackson,
Tennessee
|
$3.13M
|
+$378K
|
+14,810
|
+14%
|
|
|
7
|
Second Line Capital
Metairie,
Louisiana
|
$1.61M
|
+$1.54M
|
+60,442
|
New
|
|
|
8
|
MBE Wealth Management
Tomah,
Wisconsin
|
$1.53M
|
+$1.21M
|
+47,387
|
+474%
|
|
|
9
|
Atria Investments
Charlotte,
North Carolina
|
$1.53M
|
+$1.46M
|
+57,126
|
New
|
|
|
10
|
Atomi Financial Group
New York
|
$704K
|
-$6.51K
|
-255
|
-1%
|
|
|
11
|
|
$260K
|
+$249K
|
+9,739
|
New
|
|
|
12
|
|
$232K
|
+$221K
|
+8,676
|
New
|
|
|
13
|
Coppell Advisory Solutions
Coppell,
Texas
|
$83.4K
|
+$79.7K
|
+3,122
|
New
|
|
|
14
|
Advisory Services Network
Atlanta,
Georgia
|
$57.1K
|
+$54.5K
|
+2,136
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$37K
|
+$27.2K
|
+1,066
|
+334%
|
|
|
16
|
Fiduciary Planning
Englewood,
Florida
|
–
|
-$10.7M
|
-435,116
|
Closed
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
–
|
-$712K
|
-28,882
|
Closed
|
|
|
18
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$407K
|
-16,490
|
Closed
|
|
