|
1
|
|
$63.3M
|
+$43M
|
+845,175
|
+240%
|
|
|
2
|
Horizon Family Wealth
Chicago,
Illinois
|
$4.8M
|
+$72.3K
|
+1,422
|
+2%
|
|
|
3
|
MGO One Seven
Beachwood,
Ohio
|
$2.8M
|
+$2.69M
|
+52,881
|
New
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.92M
|
+$1.85M
|
+36,353
|
New
|
|
|
5
|
TrinityPoint Wealth
Milford,
Connecticut
|
$1.31M
|
+$1.26M
|
+24,841
|
New
|
|
|
6
|
Brown Advisory
Baltimore,
Maryland
|
$863K
|
+$830K
|
+16,309
|
New
|
|
|
7
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$842K
|
+$819K
|
+16,109
|
New
|
|
|
8
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$744K
|
+$715K
|
+14,063
|
New
|
|
|
9
|
GG Group Ventures
Orlando,
Florida
|
$613K
|
+$202K
|
+3,966
|
+54%
|
|
|
10
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$515K
|
+$495K
|
+9,724
|
New
|
|
|
11
|
Trademark Financial Management
Bloomington,
Minnesota
|
$475K
|
+$456K
|
+8,971
|
New
|
|
|
12
|
Bay Colony Advisors
Concord,
Massachusetts
|
$453K
|
+$18.2K
|
+358
|
+4%
|
|
|
13
|
Insigneo Advisory Services
Miami,
Florida
|
$435K
|
–
|
–
|
–
|
|
|
14
|
|
$409K
|
-$878K
|
-17,270
|
-69%
|
|
|
15
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$388K
|
+$373K
|
+7,335
|
New
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$305K
|
+$74.9K
|
+1,472
|
+34%
|
|
|
17
|
Vise Technologies
New York
|
$274K
|
+$263K
|
+5,175
|
New
|
|
|
18
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$251K
|
+$242K
|
+4,750
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$26.5K
|
+$19.8K
|
+390
|
+355%
|
|
|
20
|
Planned Solutions
Folsom,
California
|
$370
|
+$356
|
+7
|
New
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
–
|
-$325K
|
-6,666
|
Closed
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$56.6K
|
-1,161
|
Closed
|
|
