|
1
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$68.9M
|
-$13M
|
-672,218
|
-16%
|
|
|
2
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$16.7M
|
+$99.2K
|
+5,135
|
+0.6%
|
|
|
3
|
Waterloo Capital
Austin,
Texas
|
$11.6M
|
+$93.7K
|
+4,849
|
+0.8%
|
|
|
4
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$7.41M
|
+$152K
|
+7,867
|
+2%
|
|
|
5
|
Silver Oak Securities
Jackson,
Tennessee
|
$3.18M
|
+$392K
|
+20,304
|
+15%
|
|
|
6
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.55M
|
+$2.46M
|
+127,419
|
New
|
|
|
7
|
Second Line Capital
Metairie,
Louisiana
|
$1.71M
|
+$1.65M
|
+85,581
|
New
|
|
|
8
|
MBE Wealth Management
Tomah,
Wisconsin
|
$1.29M
|
+$627K
|
+32,445
|
+101%
|
|
|
9
|
Atria Investments
Charlotte,
North Carolina
|
$1.13M
|
+$1.09M
|
+56,293
|
New
|
|
|
10
|
One Plus One Wealth Management
Jupiter,
Florida
|
$1.07M
|
-$5.6K
|
-290
|
-0.5%
|
|
|
11
|
Atomi Financial Group
New York
|
$682K
|
-$2.14K
|
-111
|
-0.3%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$291K
|
-$436K
|
-22,594
|
-61%
|
|
|
13
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$150K
|
-$68.4K
|
-3,542
|
-32%
|
|
|
14
|
Coppell Advisory Solutions
Coppell,
Texas
|
$143K
|
+$138K
|
+7,132
|
New
|
|
|
15
|
Global Retirement Partners
San Rafael,
California
|
$90.8K
|
+$5.97K
|
+309
|
+7%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$3.02K
|
+$2.34K
|
+121
|
+403%
|
|
|
17
|
|
$30
|
+$19
|
+1
|
New
|
|
|
18
|
Fiduciary Planning
Englewood,
Florida
|
–
|
-$12.6M
|
-661,093
|
Closed
|
|
|
19
|
GTS Securities
Miami,
Florida
|
–
|
-$437K
|
-22,865
|
Closed
|
|
|
20
|
Virtue Capital Management
Brentwood,
Tennessee
|
–
|
-$265K
|
-13,411
|
Closed
|
|
