|
1
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$85.7M
|
+$2.66M
|
+95,295
|
+3%
|
|
|
2
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$18.9M
|
+$2.35M
|
+84,195
|
+15%
|
|
|
3
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$17.7M
|
+$5.58M
|
+199,460
|
+49%
|
|
|
4
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$12.8M
|
+$200K
|
+7,150
|
+2%
|
|
|
5
|
Waterloo Capital
Austin,
Texas
|
$8.8M
|
-$643K
|
-22,994
|
-7%
|
|
|
6
|
Second Line Capital
Metairie,
Louisiana
|
$7.8M
|
+$5.77M
|
+206,210
|
+341%
|
|
|
7
|
Silver Oak Securities
Jackson,
Tennessee
|
$2.72M
|
-$679K
|
-24,291
|
-21%
|
|
|
8
|
Park Place Capital
Homewood,
Alabama
|
$2.16M
|
+$2.07M
|
+73,898
|
New
|
|
|
9
|
One Plus One Wealth Management
Jupiter,
Florida
|
$2.16M
|
+$2.07M
|
+73,897
|
New
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.11M
|
+$2.02M
|
+72,088
|
New
|
|
|
11
|
MBE Wealth Management
Tomah,
Wisconsin
|
$1.95M
|
+$255K
|
+9,129
|
+16%
|
|
|
12
|
Atria Investments
Charlotte,
North Carolina
|
$1.41M
|
-$246K
|
-8,781
|
-15%
|
|
|
13
|
Atomi Financial Group
New York
|
$801K
|
+$28.5K
|
+1,018
|
+4%
|
|
|
14
|
Signal Advisors Wealth
Detroit,
Michigan
|
$532K
|
+$509K
|
+18,194
|
New
|
|
|
15
|
|
–
|
-$260K
|
-9,739
|
Closed
|
|
|
16
|
|
–
|
-$232K
|
-8,676
|
Closed
|
|
|
17
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$57.1K
|
-2,136
|
Closed
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
–
|
-$37K
|
-1,385
|
Closed
|
|
