|
1
|
Astoria Portfolio Advisors
New York
|
$59.2M
|
+$7.5M
|
+220,382
|
+16%
|
|
|
2
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$39.8M
|
+$1.5M
|
+43,991
|
+4%
|
|
|
3
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$21.8M
|
+$1.78M
|
+52,271
|
+10%
|
|
|
4
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$10.8M
|
-$248K
|
-7,274
|
-2%
|
|
|
5
|
Puff Wealth Management
Haddonfield,
New Jersey
|
$7.04M
|
+$6.6M
|
+193,875
|
New
|
|
|
6
|
Stegent Equity Advisors
Houston,
Texas
|
$4.24M
|
+$3.97M
|
+116,739
|
New
|
|
|
7
|
Silverlake Wealth Management
Williston,
Vermont
|
$2.36M
|
-$362K
|
-10,648
|
-14%
|
|
|
8
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$2.23M
|
+$1.73M
|
+50,743
|
+477%
|
|
|
9
|
World Investment Advisors
Santa Barbara,
California
|
$1.98M
|
–
|
–
|
–
|
|
|
10
|
GeoWealth Management
Chicago,
Illinois
|
$1.39M
|
-$17.5K
|
-513
|
-1%
|
|
|
11
|
Latitude Advisors
Vero Beach,
Florida
|
$1.38M
|
-$89.9K
|
-2,642
|
-7%
|
|
|
12
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$1.35M
|
+$1.09M
|
+32,149
|
+644%
|
|
|
13
|
BlueDoor Private Wealth
Beverly,
Massachusetts
|
$1.25M
|
+$18K
|
+528
|
+2%
|
|
|
14
|
Stillwater Private Wealth
Glen Mills,
Pennsylvania
|
$1.02M
|
+$962K
|
+28,248
|
New
|
|
|
15
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$702K
|
+$35.9K
|
+1,056
|
+6%
|
|
|
16
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$631K
|
+$339K
|
+9,945
|
+134%
|
|
|
17
|
Equitable Holdings
New York
|
$549K
|
+$514K
|
+15,109
|
New
|
|
|
18
|
|
$161K
|
+$122K
|
+3,586
|
+389%
|
|
|
19
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$150K
|
–
|
–
|
–
|
|
|
20
|
|
$21.8K
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$21.6K
|
+$18.1K
|
+533
|
+874%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$1.02M
|
-35,508
|
Closed
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
–
|
-$201K
|
-6,974
|
Closed
|
|
