|
1
|
|
$88.1M
|
-$7.12M
|
-145,000
|
-7%
|
|
|
2
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$16.5M
|
+$16.9M
|
+344,090
|
New
|
|
|
3
|
Financial Management Professionals
Austin,
Texas
|
$8.61M
|
+$3M
|
+61,182
|
+52%
|
|
|
4
|
BFSG LLC
Irvine,
California
|
$4.12M
|
+$4.22M
|
+85,895
|
New
|
|
|
5
|
Delta Investment Management
San Francisco,
California
|
$3.19M
|
+$1.2M
|
+24,506
|
+58%
|
|
|
6
|
Tradition Wealth Management
Edina,
Minnesota
|
$1.49M
|
+$1.53M
|
+31,089
|
New
|
|
|
7
|
|
$998K
|
+$572K
|
+11,657
|
+128%
|
|
|
8
|
Paladin Advisory Group
Clive,
Iowa
|
$887K
|
+$910K
|
+18,526
|
New
|
|
|
9
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$730K
|
+$747K
|
+15,216
|
New
|
|
|
10
|
55I LLC
Boston,
Massachusetts
|
$691K
|
+$707K
|
+14,405
|
New
|
|
|
11
|
|
$517K
|
+$529K
|
+10,779
|
New
|
|
|
12
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$468K
|
+$479K
|
+9,751
|
New
|
|
|
13
|
Integrity Advisory
Overland Park,
Kansas
|
$366K
|
+$375K
|
+7,634
|
New
|
|
|
14
|
IEQ Capital
Foster City,
California
|
$343K
|
+$351K
|
+7,148
|
New
|
|
|
15
|
Koshinski Asset Management
Decatur,
Illinois
|
$155K
|
+$36.8K
|
+750
|
+30%
|
|
|
16
|
|
$149K
|
+$153K
|
+3,110
|
New
|
|
|
17
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$34K
|
+$34.4K
|
+700
|
New
|
|
|
18
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$15K
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$10K
|
-$63.2K
|
-1,287
|
-87%
|
|
|
20
|
Laidlaw Wealth Management
New York City,
New York
|
–
|
-$1.69M
|
-33,685
|
Closed
|
|
