|
1
|
Stone Point Capital
Greenwich,
Connecticut
|
$38.5M
|
–
|
–
|
–
|
|
|
2
|
|
$11.3M
|
+$240K
|
+33,874
|
+2%
|
|
|
3
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$5.64M
|
+$2.45M
|
+345,483
|
+68%
|
|
|
4
|
PFG Investments
Woodbury,
New York
|
$5.4M
|
+$544K
|
+76,781
|
+10%
|
|
|
5
|
CF Capital
Cohasset,
Massachusetts
|
$4.97M
|
+$4.48M
|
+633,333
|
New
|
|
|
6
|
Wedbush Securities
Los Angeles,
California
|
$2.4M
|
-$586K
|
-82,694
|
-19%
|
|
|
7
|
Freestone Capital Holdings
Seattle,
Washington
|
$2.2M
|
+$495K
|
+69,928
|
+27%
|
|
|
8
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$2.07M
|
-$46K
|
-6,498
|
-2%
|
|
|
9
|
Independent Financial Group
San Diego,
California
|
$2.05M
|
+$383K
|
+54,043
|
+21%
|
|
|
10
|
Rockefeller Capital Management
New York
|
$2.03M
|
+$126K
|
+17,859
|
+6%
|
|
|
11
|
J.W. Cole Advisors
Tampa,
Florida
|
$2.03M
|
+$84.5K
|
+11,940
|
+4%
|
|
|
12
|
Virtus Investment Advisers
Hartford,
Connecticut
|
$2M
|
+$465K
|
+65,616
|
+28%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1.21M
|
+$77.6K
|
+10,958
|
+6%
|
|
|
14
|
|
$1.14M
|
+$80.2K
|
+11,327
|
+7%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$1.1M
|
+$151K
|
+21,358
|
+15%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$1.02M
|
+$527K
|
+74,433
|
+94%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$936K
|
+$38.9K
|
+5,493
|
+4%
|
|
|
18
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$868K
|
+$118K
|
+16,629
|
+14%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$859K
|
-$107K
|
-15,135
|
-10%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$838K
|
+$85.1K
|
+12,017
|
+10%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$798K
|
+$129K
|
+18,286
|
+18%
|
|
|
22
|
Kestra Private Wealth Services
Austin,
Texas
|
$662K
|
+$25K
|
+3,527
|
+4%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$656K
|
-$222K
|
-31,364
|
-24%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$559K
|
-$110K
|
-15,588
|
-16%
|
|
|
25
|
Samalin Investment Counsel
Chappaqua,
New York
|
$559K
|
+$130K
|
+18,297
|
+28%
|
|
