|
1
|
Astoria Portfolio Advisors
New York
|
$40.1M
|
+$7.29M
|
+243,956
|
+23%
|
|
|
2
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$30.4M
|
-$992K
|
-33,184
|
-3%
|
|
|
3
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$16M
|
+$469K
|
+15,707
|
+3%
|
|
|
4
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$8.44M
|
+$1.79M
|
+59,754
|
+27%
|
|
|
5
|
Puff Wealth Management
Haddonfield,
New Jersey
|
$5.04M
|
+$1.09M
|
+36,569
|
+28%
|
|
|
6
|
Silverlake Wealth Management
Williston,
Vermont
|
$2.22M
|
+$741K
|
+24,799
|
+50%
|
|
|
7
|
World Investment Advisors
Santa Barbara,
California
|
$1.84M
|
+$1.83M
|
+61,370
|
New
|
|
|
8
|
GeoWealth Management
Chicago,
Illinois
|
$1.11M
|
+$745K
|
+24,916
|
+208%
|
|
|
9
|
BlueDoor Private Wealth
Beverly,
Massachusetts
|
$1.09M
|
+$1.09M
|
+36,336
|
New
|
|
|
10
|
Latitude Advisors
Vero Beach,
Florida
|
$1.06M
|
-$42.8K
|
-1,432
|
-4%
|
|
|
11
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$542K
|
-$9.56K
|
-320
|
-2%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$434K
|
+$132K
|
+4,401
|
+44%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$259K
|
-$352K
|
-11,773
|
-58%
|
|
|
14
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$226K
|
+$226K
|
+7,548
|
New
|
|
|
15
|
Town Capital
Bel Air,
Maryland
|
$211K
|
+$211K
|
+7,051
|
New
|
|
|
16
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$123K
|
–
|
–
|
–
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$6.8K
|
+$6.78K
|
+227
|
New
|
|
|
18
|
|
–
|
-$209K
|
-7,066
|
Closed
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
–
|
-$73.5K
|
-2,491
|
Closed
|
|
|
20
|
|
–
|
-$4.46K
|
-151
|
Closed
|
|
