|
1
|
Atwood & Palmer
Kansas City,
Missouri
|
$17.5M
|
+$328K
|
+7,220
|
+2%
|
|
|
2
|
Financial Enhancement Group
Anderson,
Indiana
|
$10.8M
|
-$2.64M
|
-58,106
|
-20%
|
|
|
3
|
Guardian Financial Partners
Orange,
California
|
$7.96M
|
+$1.33M
|
+29,250
|
+20%
|
|
|
4
|
EPIQ Partners
Minneapolis,
Minnesota
|
$6.38M
|
+$702K
|
+15,450
|
+12%
|
|
|
5
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$4.38M
|
-$84.6K
|
-1,862
|
-2%
|
|
|
6
|
Hall Capital Management
Barrington,
Rhode Island
|
$3.41M
|
-$400K
|
-8,795
|
-11%
|
|
|
7
|
Kestra Advisory Services
Austin,
Texas
|
$2.78M
|
+$574K
|
+12,636
|
+26%
|
|
|
8
|
Black Swift Group
Boulder,
Colorado
|
$2.31M
|
+$1.18M
|
+26,000
|
+107%
|
|
|
9
|
Flow Traders U.S.
New York
|
$1.91M
|
+$788K
|
+17,353
|
+71%
|
|
|
10
|
KCS Wealth Advisory
Los Angeles,
California
|
$1.11M
|
+$38.1K
|
+839
|
+4%
|
|
|
11
|
Inspire Advisors
Meridian,
Idaho
|
$708K
|
+$701K
|
+15,421
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$275K
|
-$5.91K
|
-130
|
-2%
|
|
|
13
|
NewEdge Advisors
New Orleans,
Louisiana
|
$73.5K
|
+$72.7K
|
+1,600
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$5.46K
|
-$4.32K
|
-95
|
-44%
|
|
|
15
|
|
–
|
-$3.11M
|
-69,633
|
Closed
|
|
|
16
|
|
–
|
-$930K
|
-20,795
|
Closed
|
|
