|
1
|
Bison Wealth
Atlanta,
Georgia
|
$10.3M
|
-$38.9K
|
-1,528
|
-0.4%
|
|
|
2
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$7.98M
|
+$8.03M
|
+315,655
|
New
|
|
|
3
|
CoreCap Advisors
Southfield,
Michigan
|
$4.63M
|
+$4.66M
|
+183,178
|
New
|
|
|
4
|
United Advisor Group
Cincinnati,
Ohio
|
$3.99M
|
+$4.02M
|
+158,074
|
New
|
|
|
5
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$3.72M
|
+$3.75M
|
+147,175
|
New
|
|
|
6
|
Atria Investments
Charlotte,
North Carolina
|
$3.51M
|
+$3.54M
|
+139,002
|
New
|
|
|
7
|
Freedom Investment Management
Hartford,
Connecticut
|
$3.08M
|
+$3.1M
|
+121,788
|
New
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.91M
|
+$2.93M
|
+115,287
|
New
|
|
|
9
|
Atria Wealth Solutions
New York
|
$2.27M
|
+$2.26M
|
+88,980
|
New
|
|
|
10
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.26M
|
+$2.27M
|
+89,272
|
New
|
|
|
11
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$1.5M
|
+$1.52M
|
+59,556
|
New
|
|
|
12
|
SWMG LLC
Fort Worth,
Texas
|
$1.23M
|
+$1.21M
|
+47,709
|
New
|
|
|
13
|
VisionPoint Advisory Group
Dallas,
Texas
|
$1.23M
|
+$1.24M
|
+48,647
|
New
|
|
|
14
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$894K
|
+$885K
|
+34,778
|
New
|
|
|
15
|
Arete Wealth Advisors
Chicago,
Illinois
|
$845K
|
+$850K
|
+33,403
|
New
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$830K
|
+$836K
|
+32,856
|
New
|
|
|
17
|
Strategic Blueprint
Atlanta,
Georgia
|
$694K
|
+$698K
|
+27,446
|
New
|
|
|
18
|
Bank of New York Mellon
New York
|
$645K
|
+$650K
|
+25,522
|
New
|
|
|
19
|
Castleview Partners
Dallas,
Texas
|
$643K
|
+$532K
|
+20,899
|
+459%
|
|
|
20
|
Fulcrum Equity Management
Plano,
Texas
|
$542K
|
+$546K
|
+21,463
|
New
|
|
|
21
|
IFP Advisors
Tampa,
Florida
|
$534K
|
+$212K
|
+8,326
|
+65%
|
|
|
22
|
Wolverine Trading
Chicago,
Illinois
|
$527K
|
+$526K
|
+20,659
|
New
|
|
|
23
|
J.W. Cole Advisors
Tampa,
Florida
|
$473K
|
+$88K
|
+3,459
|
+23%
|
|
|
24
|
Sunbelt Securities
Houston,
Texas
|
$444K
|
+$39K
|
+1,534
|
+10%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$395K
|
+$158K
|
+6,193
|
+66%
|
|
