|
1
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$30.1M
|
+$1.31M
|
+46,502
|
+5%
|
|
|
2
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$6.48M
|
+$6.22M
|
+220,584
|
New
|
|
|
3
|
Richard P. Slaughter Associates
Austin,
Texas
|
$5.59M
|
+$5.37M
|
+190,442
|
New
|
|
|
4
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$4.97M
|
+$1.77M
|
+62,623
|
+59%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.53M
|
-$460K
|
-16,296
|
-12%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.9M
|
+$2.5M
|
+88,638
|
+872%
|
|
|
7
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$1.49M
|
+$1.43M
|
+50,676
|
New
|
|
|
8
|
|
$988K
|
+$949K
|
+33,643
|
New
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$924K
|
-$95K
|
-3,368
|
-10%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$667K
|
+$10.2K
|
+361
|
+2%
|
|
|
11
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$609K
|
+$585K
|
+20,732
|
New
|
|
|
12
|
Capital Planning
Bellevue,
Washington
|
$578K
|
+$264K
|
+9,339
|
+90%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$537K
|
–
|
–
|
–
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$512K
|
+$492K
|
+17,447
|
New
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
$493K
|
-$668K
|
-23,688
|
-59%
|
|
|
16
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$279K
|
+$269K
|
+9,519
|
New
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$260K
|
+$191K
|
+6,782
|
+328%
|
|
|
18
|
Belpointe Asset Management
Reno,
Nevada
|
$187K
|
+$179K
|
+6,357
|
New
|
|
|
19
|
Worth Asset Management
Dallas,
Texas
|
$106K
|
+$73.2K
|
+2,595
|
+253%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$34.4K
|
-$265K
|
-9,383
|
-89%
|
|
