|
1
|
|
$92.4M
|
+$73.4M
|
+2,681,276
|
+447%
|
|
|
2
|
Citadel Advisors
Miami,
Florida
|
$12.9M
|
+$12.5M
|
+457,158
|
New
|
|
|
3
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.13M
|
+$185K
|
+6,743
|
+20%
|
|
|
4
|
J.W. Cole Advisors
Tampa,
Florida
|
$671K
|
+$268K
|
+9,781
|
+70%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$606K
|
+$252K
|
+9,224
|
+75%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$204K
|
+$198K
|
+7,231
|
New
|
|
|
7
|
Aptus Capital Advisors
Fairhope,
Alabama
|
–
|
-$36.8M
|
-445,893
|
Closed
|
|
|
8
|
Spectrum Investment Advisors
Mequon,
Wisconsin
|
–
|
-$16.8M
|
-203,181
|
Closed
|
|
|
9
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
–
|
-$3.34M
|
-40,393
|
Closed
|
|
|
10
|
Clear Creek Financial Management
Silverdale,
Washington
|
–
|
-$2.32M
|
-28,111
|
Closed
|
|
|
11
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
–
|
-$1.82M
|
-22,081
|
Closed
|
|
|
12
|
|
–
|
-$374K
|
-13,990
|
Closed
|
|
|
13
|
Tred Avon Family Wealth
Easton,
Maryland
|
–
|
-$1.06M
|
-12,810
|
Closed
|
|
|
14
|
SC&H Financial Advisors
Sparks,
Maryland
|
–
|
-$1.03M
|
-12,466
|
Closed
|
|
|
15
|
Integrity Wealth Solutions
Denver,
Colorado
|
–
|
-$734K
|
-8,892
|
Closed
|
|
|
16
|
PFG Private Wealth Management
Lutz,
Florida
|
–
|
-$734K
|
-8,892
|
Closed
|
|
|
17
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
–
|
-$716K
|
-8,667
|
Closed
|
|
|
18
|
Wealth Effects
Boston,
Massachusetts
|
–
|
-$655K
|
-7,930
|
Closed
|
|
|
19
|
TPG Advisors
Northfield,
Illinois
|
–
|
-$483K
|
-5,848
|
Closed
|
|
|
20
|
Wise Wealth Partners
Phoenix,
Arizona
|
–
|
-$458K
|
-5,544
|
Closed
|
|
|
21
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
–
|
-$357K
|
-4,321
|
Closed
|
|
|
22
|
Financial Architects (Georgia)
Woodstock,
Georgia
|
–
|
-$333K
|
-4,035
|
Closed
|
|
