|
1
|
Avantax Advisory Services
Dallas,
Texas
|
$13.3M
|
+$1.04M
|
+42,847
|
+7%
|
|
|
2
|
RVW Wealth
Los Angeles,
California
|
$7.26M
|
+$8.38M
|
+346,391
|
New
|
|
|
3
|
ACG Wealth
Atlanta,
Georgia
|
$4.25M
|
-$197K
|
-8,137
|
-4%
|
|
|
4
|
SYM Financial Corp
Winona Lake,
Indiana
|
$1.95M
|
-$31.6K
|
-1,305
|
-1%
|
|
|
5
|
Great Lakes Advisors
Chicago,
Illinois
|
$1.29M
|
+$1.49M
|
+61,484
|
New
|
|
|
6
|
|
$781K
|
-$1.32M
|
-54,738
|
-59%
|
|
|
7
|
Insight Wealth Strategies
San Ramon,
California
|
$306K
|
+$48.6K
|
+2,011
|
+16%
|
|
|
8
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$128K
|
+$141K
|
+5,842
|
+2,273%
|
|
|
9
|
EPG Wealth Management
Atlanta,
Georgia
|
$88K
|
+$26.4K
|
+1,093
|
+35%
|
|
|
10
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$40.4K
|
-$9.9K
|
-408
|
-17%
|
|
|
11
|
Wealth Quarterback
Toms River,
New Jersey
|
$10.2K
|
–
|
–
|
–
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$5K
|
+$5.49K
|
+227
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2K
|
-$2.42K
|
-100
|
-57%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$287K
|
-11,197
|
Closed
|
|
|
15
|
SignatureFD
Atlanta,
Georgia
|
–
|
-$69K
|
-2,698
|
Closed
|
|
