|
1
|
Avantax Advisory Services
Dallas,
Texas
|
$17.2M
|
-$764K
|
-31,441
|
-4%
|
|
|
2
|
RVW Wealth
Los Angeles,
California
|
$6M
|
-$12.4M
|
-512,420
|
-69%
|
|
|
3
|
ACG Wealth
Atlanta,
Georgia
|
$3.62M
|
-$908K
|
-37,378
|
-20%
|
|
|
4
|
Great Lakes Advisors
Chicago,
Illinois
|
$3.24M
|
+$683K
|
+28,114
|
+27%
|
|
|
5
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$1.26M
|
+$1.22M
|
+50,392
|
+10,099%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$1.21M
|
+$1.19M
|
+48,898
|
New
|
|
|
7
|
|
$1.08M
|
-$619K
|
-25,457
|
-37%
|
|
|
8
|
Private Advisor Group
Morristown,
New Jersey
|
$353K
|
+$346K
|
+14,251
|
New
|
|
|
9
|
Insight Wealth Strategies
San Ramon,
California
|
$329K
|
-$67.9K
|
-2,794
|
-17%
|
|
|
10
|
RFG Advisory
Birmingham,
Alabama
|
$261K
|
+$18.1K
|
+744
|
+8%
|
|
|
11
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$136K
|
-$17.3K
|
-712
|
-11%
|
|
|
12
|
Creative Financial Designs
Kokomo,
Indiana
|
$129K
|
+$127K
|
+5,218
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$49K
|
+$42.1K
|
+1,733
|
+649%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8K
|
+$267
|
+11
|
+4%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$2K
|
-87
|
Closed
|
|
