|
1
|
RVW Wealth
Los Angeles,
California
|
$17M
|
+$8.63M
|
+385,337
|
+111%
|
|
|
2
|
Avantax Advisory Services
Dallas,
Texas
|
$15.2M
|
+$477K
|
+21,292
|
+3%
|
|
|
3
|
ACG Wealth
Atlanta,
Georgia
|
$4.99M
|
+$268K
|
+11,965
|
+6%
|
|
|
4
|
Great Lakes Advisors
Chicago,
Illinois
|
$2.43M
|
+$958K
|
+42,801
|
+70%
|
|
|
5
|
Insight Wealth Strategies
San Ramon,
California
|
$373K
|
+$31.4K
|
+1,403
|
+10%
|
|
|
6
|
|
$349K
|
-$499K
|
-22,295
|
-60%
|
|
|
7
|
RFG Advisory
Birmingham,
Alabama
|
$209K
|
+$201K
|
+8,973
|
New
|
|
|
8
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$131K
|
-$10.1K
|
-451
|
-7%
|
|
|
9
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$17.6K
|
-$26.5K
|
-1,182
|
-61%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$13K
|
+$12.9K
|
+574
|
New
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7K
|
+$5.26K
|
+235
|
+313%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$5K
|
–
|
–
|
–
|
|
|
13
|
SYM Financial Corp
Winona Lake,
Indiana
|
–
|
-$1.95M
|
-92,845
|
Closed
|
|
|
14
|
EPG Wealth Management
Atlanta,
Georgia
|
–
|
-$88K
|
-4,209
|
Closed
|
|
|
15
|
Wealth Quarterback
Toms River,
New Jersey
|
–
|
-$10.2K
|
-485
|
Closed
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$22
|
+1
|
New
|
|
