|
1
|
Atwood & Palmer
Kansas City,
Missouri
|
$16.7M
|
-$1.31M
|
-29,425
|
-7%
|
|
|
2
|
Financial Enhancement Group
Anderson,
Indiana
|
$13.9M
|
-$1.64M
|
-36,594
|
-11%
|
|
|
3
|
|
$7.24M
|
+$6.2M
|
+138,741
|
+589%
|
|
|
4
|
Hall Capital Management
Barrington,
Rhode Island
|
$5.12M
|
+$257K
|
+5,748
|
+5%
|
|
|
5
|
Guardian Financial Partners
Orange,
California
|
$5.03M
|
+$1.37M
|
+30,689
|
+37%
|
|
|
6
|
EPIQ Partners
Minneapolis,
Minnesota
|
$4.95M
|
-$680K
|
-15,220
|
-12%
|
|
|
7
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$4.34M
|
+$4.35M
|
+97,369
|
New
|
|
|
8
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$2.97M
|
-$58.3K
|
-1,305
|
-2%
|
|
|
9
|
KCS Wealth Advisory
Los Angeles,
California
|
$864K
|
+$866K
|
+19,375
|
New
|
|
|
10
|
Black Swift Group
Boulder,
Colorado
|
$651K
|
-$443K
|
-9,925
|
-40%
|
|
|
11
|
Independent Financial Group
San Diego,
California
|
$228K
|
-$2.38M
|
-53,225
|
-91%
|
|
|
12
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
–
|
-$6.49M
|
-148,455
|
Closed
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.71M
|
-39,212
|
Closed
|
|
|
14
|
Ifrah Financial Services
Little Rock,
Arkansas
|
–
|
-$1.16M
|
-26,482
|
Closed
|
|
