|
1
|
Avantax Advisory Services
Dallas,
Texas
|
$18M
|
+$258K
|
+10,269
|
+1%
|
|
|
2
|
Great Lakes Advisors
Chicago,
Illinois
|
$3.89M
|
+$546K
|
+21,730
|
+17%
|
|
|
3
|
ACG Wealth
Atlanta,
Georgia
|
$3.62M
|
-$99.3K
|
-3,949
|
-3%
|
|
|
4
|
Old Mission Capital
Chicago,
Illinois
|
$2.31M
|
+$2.28M
|
+90,573
|
New
|
|
|
5
|
|
$1.86M
|
+$738K
|
+29,361
|
+67%
|
|
|
6
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$1.39M
|
+$96.6K
|
+3,845
|
+8%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$1.13M
|
-$115K
|
-4,565
|
-9%
|
|
|
8
|
RVW Wealth
Los Angeles,
California
|
$1M
|
-$5.65M
|
-224,870
|
-96%
|
|
|
9
|
Private Advisor Group
Morristown,
New Jersey
|
$460K
|
+$96.1K
|
+3,825
|
+27%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$445K
|
+$440K
|
+17,491
|
New
|
|
|
11
|
RFG Advisory
Birmingham,
Alabama
|
$281K
|
+$19.6K
|
+779
|
+8%
|
|
|
12
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$48K
|
+$47.4K
|
+1,887
|
New
|
|
|
13
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$37K
|
-$102K
|
-4,053
|
-74%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$37K
|
+$36.5K
|
+1,452
|
New
|
|
|
15
|
RMR Wealth Builders
Montclair,
New Jersey
|
$34K
|
+$33.3K
|
+1,324
|
New
|
|
|
16
|
Creative Financial Designs
Kokomo,
Indiana
|
$21K
|
-$111K
|
-4,407
|
-84%
|
|
|
17
|
Harbour Investments
Madison,
Wisconsin
|
$14K
|
+$13.4K
|
+535
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$7K
|
-$43K
|
-1,709
|
-85%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2K
|
-$6.18K
|
-246
|
-77%
|
|
|
20
|
Insight Wealth Strategies
San Ramon,
California
|
–
|
-$329K
|
-13,312
|
Closed
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$25
|
+1
|
New
|
|
