|
1
|
|
$11.1M
|
+$2.89M
|
+64,312
|
+35%
|
|
|
2
|
|
$6.71M
|
+$6.73M
|
+149,890
|
New
|
|
|
3
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6.69M
|
-$1.64M
|
-36,496
|
-20%
|
|
|
4
|
Old Mission Capital
Chicago,
Illinois
|
$2.25M
|
+$2.26M
|
+50,334
|
New
|
|
|
5
|
One Wealth Advisors
San Francisco,
California
|
$2.23M
|
+$190K
|
+4,226
|
+9%
|
|
|
6
|
Flow Traders U.S.
New York
|
$1.98M
|
+$1.98M
|
+44,188
|
New
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.69M
|
+$317K
|
+7,047
|
+23%
|
|
|
8
|
WealthSource Partners
San Luis Obispo,
California
|
$1.23M
|
-$30.1K
|
-670
|
-2%
|
|
|
9
|
Keebeck Wealth Management
Chicago,
Illinois
|
$1.14M
|
+$349K
|
+7,759
|
+44%
|
|
|
10
|
Merit Financial Group
Alpharetta,
Georgia
|
$884K
|
+$195K
|
+4,334
|
+28%
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$843K
|
+$40K
|
+890
|
+5%
|
|
|
12
|
WR Wealth Planners
Columbia,
Missouri
|
$787K
|
+$8.22K
|
+183
|
+1%
|
|
|
13
|
Aprio Wealth Management
Atlanta,
Georgia
|
$723K
|
+$52.1K
|
+1,159
|
+8%
|
|
|
14
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$702K
|
+$4.81K
|
+107
|
+0.7%
|
|
|
15
|
Wealth Alliance
Mellville,
New York
|
$652K
|
+$323K
|
+7,192
|
+98%
|
|
|
16
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$473K
|
+$474K
|
+10,558
|
New
|
|
|
17
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$422K
|
+$43.1K
|
+959
|
+11%
|
|
|
18
|
Advisory Services Network
Atlanta,
Georgia
|
$405K
|
+$205K
|
+4,559
|
+102%
|
|
|
19
|
Values Added Financial
Washington,
District of Columbia
|
$400K
|
+$401K
|
+8,932
|
New
|
|
|
20
|
My Legacy Advisors
Bend,
Oregon
|
$400K
|
+$88K
|
+1,959
|
+29%
|
|
|
21
|
|
$352K
|
+$135
|
+3
|
+0%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$296K
|
-$192K
|
-4,266
|
-39%
|
|
|
23
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$284K
|
+$285K
|
+6,352
|
New
|
|
|
24
|
W Advisors LLC
Germantown,
Tennessee
|
$282K
|
+$7.68K
|
+171
|
+3%
|
|
|
25
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$264K
|
+$265K
|
+5,908
|
New
|
|
