|
1
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$33.9M
|
+$19.5M
|
+589,055
|
+135%
|
|
|
2
|
|
$15M
|
-$497K
|
-15,000
|
-3%
|
|
|
3
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$11M
|
-$2.61M
|
-78,826
|
-19%
|
|
|
4
|
Planned Solutions
Folsom,
California
|
$6.03M
|
-$157K
|
-4,750
|
-3%
|
|
|
5
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$2.94M
|
-$97.5K
|
-2,944
|
-3%
|
|
|
6
|
ERn Financial LLC
Middleton,
Wisconsin
|
$2.27M
|
+$235K
|
+7,105
|
+12%
|
|
|
7
|
Americana Partners
Houston,
Texas
|
$2.24M
|
-$1M
|
-30,279
|
-31%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.88M
|
+$38.4K
|
+1,160
|
+2%
|
|
|
9
|
Valmark Advisers
Akron,
Ohio
|
$1.38M
|
+$175K
|
+5,297
|
+15%
|
|
|
10
|
PFG Investments
Woodbury,
New York
|
$1.35M
|
-$107K
|
-3,219
|
-7%
|
|
|
11
|
BIP Wealth
Atlanta,
Georgia
|
$1.04M
|
+$1.05M
|
+31,588
|
New
|
|
|
12
|
Csenge Advisory Group
Clearwater,
Florida
|
$933K
|
+$93.9K
|
+2,835
|
+11%
|
|
|
13
|
Formidable Asset Management
Cincinnati,
Ohio
|
$831K
|
+$62.7K
|
+1,892
|
+8%
|
|
|
14
|
NewEdge Advisors
New Orleans,
Louisiana
|
$703K
|
+$54.6K
|
+1,648
|
+8%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$558K
|
+$316K
|
+9,532
|
+130%
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
$489K
|
+$490K
|
+14,800
|
New
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$480K
|
+$481K
|
+14,516
|
New
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$360K
|
+$4.01K
|
+121
|
+1%
|
|
|
19
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$303K
|
-$574K
|
-17,342
|
-65%
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
$228K
|
+$173K
|
+5,235
|
+314%
|
|
|
21
|
|
$202K
|
+$203K
|
+6,119
|
New
|
|
|
22
|
Clearstead Advisors
Cleveland,
Ohio
|
$105K
|
–
|
–
|
–
|
|
|
23
|
|
$62.9K
|
+$63K
|
+1,901
|
New
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$57.7K
|
+$57.8K
|
+1,744
|
New
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$52.1K
|
+$52.2K
|
+1,576
|
New
|
|
