|
1
|
Astoria Portfolio Advisors
New York
|
$31.5M
|
+$7.63M
|
+310,092
|
+37%
|
|
|
2
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$20M
|
+$1.69M
|
+68,791
|
+10%
|
|
|
3
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$16.9M
|
+$82.3K
|
+3,346
|
+0.5%
|
|
|
4
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$2.73M
|
+$183K
|
+7,434
|
+8%
|
|
|
5
|
Puff Wealth Management
Haddonfield,
New Jersey
|
$2.27M
|
+$49.6K
|
+2,018
|
+2%
|
|
|
6
|
Latitude Advisors
Vero Beach,
Florida
|
$894K
|
+$22.5K
|
+914
|
+3%
|
|
|
7
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$600K
|
+$545K
|
+22,153
|
New
|
|
|
8
|
Silverlake Wealth Management
Williston,
Vermont
|
$313K
|
+$284K
|
+11,562
|
New
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$221K
|
+$152K
|
+6,167
|
+307%
|
|
|
10
|
GeoWealth Management
Chicago,
Illinois
|
$203K
|
+$184K
|
+7,489
|
New
|
|
|
11
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$111K
|
–
|
–
|
–
|
|
|
12
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$59.6K
|
+$54.1K
|
+2,200
|
New
|
|
|
13
|
|
–
|
-$636K
|
-27,244
|
Closed
|
|
|
14
|
GWN Securities
Palm Beach Gardens,
Florida
|
–
|
-$616K
|
-26,385
|
Closed
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
–
|
-$235K
|
-10,058
|
Closed
|
|
