|
1
|
Avantax Advisory Services
Dallas,
Texas
|
$20.7M
|
+$2.29M
|
+87,598
|
+12%
|
|
|
2
|
|
$2.92M
|
+$1.01M
|
+38,665
|
+53%
|
|
|
3
|
Old Mission Capital
Chicago,
Illinois
|
$2.37M
|
–
|
–
|
–
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$2.1M
|
+$944K
|
+36,105
|
+81%
|
|
|
5
|
ACG Wealth
Atlanta,
Georgia
|
$889K
|
-$2.83M
|
-108,235
|
-76%
|
|
|
6
|
Private Advisor Group
Morristown,
New Jersey
|
$568K
|
+$95.2K
|
+3,638
|
+20%
|
|
|
7
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$549K
|
-$882K
|
-33,703
|
-62%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$501K
|
+$44.2K
|
+1,691
|
+10%
|
|
|
9
|
Insight Advisors
Newtown,
Pennsylvania
|
$377K
|
+$373K
|
+14,251
|
New
|
|
|
10
|
RFG Advisory
Birmingham,
Alabama
|
$301K
|
+$11.7K
|
+447
|
+4%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$38K
|
–
|
–
|
–
|
|
|
12
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$15K
|
-$23.4K
|
-895
|
-61%
|
|
|
13
|
Harbour Investments
Madison,
Wisconsin
|
$14K
|
+$157
|
+6
|
+1%
|
|
|
14
|
Creative Financial Designs
Kokomo,
Indiana
|
$9K
|
-$12.5K
|
-479
|
-59%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2K
|
–
|
–
|
–
|
|
|
16
|
Great Lakes Advisors
Chicago,
Illinois
|
–
|
-$3.89M
|
-152,605
|
Closed
|
|
|
17
|
RVW Wealth
Los Angeles,
California
|
–
|
-$1M
|
-9,134
|
Closed
|
|
|
18
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
–
|
-$48K
|
-1,887
|
Closed
|
|
|
19
|
RMR Wealth Builders
Montclair,
New Jersey
|
–
|
-$34K
|
-1,324
|
Closed
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
–
|
-$7K
|
-291
|
Closed
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$26
|
+1
|
+100%
|
|
