|
1
|
Astoria Portfolio Advisors
New York
|
$46.5M
|
+$2.65M
|
+87,783
|
+7%
|
|
|
2
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$30.3M
|
+$1.15M
|
+38,116
|
+4%
|
|
|
3
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$15.7M
|
+$408K
|
+13,500
|
+3%
|
|
|
4
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$8.76M
|
+$685K
|
+22,649
|
+8%
|
|
|
5
|
Silverlake Wealth Management
Williston,
Vermont
|
$2.17M
|
+$40.6K
|
+1,343
|
+2%
|
|
|
6
|
World Investment Advisors
Santa Barbara,
California
|
$1.98M
|
+$226K
|
+7,488
|
+12%
|
|
|
7
|
Latitude Advisors
Vero Beach,
Florida
|
$1.17M
|
+$154K
|
+5,093
|
+14%
|
|
|
8
|
GeoWealth Management
Chicago,
Illinois
|
$1.11M
|
+$54.7K
|
+1,808
|
+5%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.02M
|
+$1.07M
|
+35,508
|
New
|
|
|
10
|
BlueDoor Private Wealth
Beverly,
Massachusetts
|
$978K
|
-$71.2K
|
-2,355
|
-6%
|
|
|
11
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$526K
|
+$4.87K
|
+161
|
+0.9%
|
|
|
12
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$310K
|
+$322K
|
+10,638
|
New
|
|
|
13
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$214K
|
-$3.93K
|
-130
|
-2%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$201K
|
+$211K
|
+6,974
|
New
|
|
|
15
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$144K
|
+$151K
|
+4,993
|
New
|
|
|
16
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$118K
|
–
|
–
|
–
|
|
|
17
|
|
$25.6K
|
+$27.9K
|
+923
|
New
|
|
|
18
|
|
$17.3K
|
+$18.1K
|
+600
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$1.76K
|
+$1.84K
|
+61
|
New
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$434K
|
-14,479
|
Closed
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$259K
|
-8,635
|
Closed
|
|
|
22
|
Town Capital
Bel Air,
Maryland
|
–
|
-$211K
|
-7,051
|
Closed
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$6.8K
|
-227
|
Closed
|
|
