|
1
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$90.8M
|
+$1.74M
|
+59,307
|
+2%
|
|
|
2
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$37.2M
|
+$18.2M
|
+619,712
|
+103%
|
|
|
3
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$19.9M
|
+$218K
|
+7,434
|
+1%
|
|
|
4
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$13.3M
|
+$11.1K
|
+380
|
+0.1%
|
|
|
5
|
Waterloo Capital
Austin,
Texas
|
$9.28M
|
+$143K
|
+4,878
|
+2%
|
|
|
6
|
Second Line Capital
Metairie,
Louisiana
|
$8.84M
|
+$715K
|
+24,409
|
+9%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.87M
|
+$3.55M
|
+121,254
|
+168%
|
|
|
8
|
Park Place Capital
Homewood,
Alabama
|
$5.43M
|
+$3.07M
|
+104,829
|
+142%
|
|
|
9
|
Silver Oak Securities
Jackson,
Tennessee
|
$3.43M
|
+$591K
|
+20,174
|
+22%
|
|
|
10
|
One Plus One Wealth Management
Jupiter,
Florida
|
$2.33M
|
+$82.1K
|
+2,801
|
+4%
|
|
|
11
|
MBE Wealth Management
Tomah,
Wisconsin
|
$2.13M
|
+$106K
|
+3,627
|
+5%
|
|
|
12
|
Atria Investments
Charlotte,
North Carolina
|
$1.41M
|
-$55.4K
|
-1,889
|
-4%
|
|
|
13
|
Renasant Bank
Tupelo,
Mississippi
|
$1.36M
|
+$1.31M
|
+44,641
|
New
|
|
|
14
|
LPL Financial
San Diego,
California
|
$1.17M
|
+$1.13M
|
+38,619
|
New
|
|
|
15
|
True Vision MN
Woodbury,
Minnesota
|
$1.16M
|
+$1.12M
|
+38,320
|
New
|
|
|
16
|
Atomi Financial Group
New York
|
$879K
|
+$45.4K
|
+1,551
|
+6%
|
|
|
17
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$310K
|
+$299K
|
+10,202
|
New
|
|
|
18
|
|
$212K
|
+$204K
|
+6,975
|
New
|
|
|
19
|
Virtue Capital Management
Brentwood,
Tennessee
|
$209K
|
+$198K
|
+6,761
|
New
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$49.3K
|
+$47.6K
|
+1,624
|
New
|
|
|
21
|
Coppell Advisory Solutions
Coppell,
Texas
|
$36.7K
|
+$35.4K
|
+1,209
|
New
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$15.1K
|
+$14.6K
|
+497
|
New
|
|
|
23
|
Triad Wealth Partners
Lawrence,
Kansas
|
$9.14K
|
+$8.82K
|
+301
|
New
|
|
|
24
|
Signal Advisors Wealth
Detroit,
Michigan
|
–
|
-$532K
|
-18,194
|
Closed
|
|
