|
1
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$21.2M
|
+$21.1M
|
+783,235
|
New
|
|
|
2
|
|
$10.8M
|
–
|
–
|
–
|
|
|
3
|
BIP Wealth
Atlanta,
Georgia
|
$7.8M
|
-$269K
|
-10,005
|
-3%
|
|
|
4
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$5.23M
|
+$1.06M
|
+39,314
|
+26%
|
|
|
5
|
FC Advisory
West Chester,
Pennsylvania
|
$2.5M
|
+$680K
|
+25,257
|
+38%
|
|
|
6
|
Jim Saulnier & Associates
Fort Collins,
Colorado
|
$2.24M
|
-$502K
|
-18,659
|
-18%
|
|
|
7
|
Crewe Advisors
Salt Lake City,
Utah
|
$1.29M
|
-$383K
|
-14,221
|
-23%
|
|
|
8
|
Blue Sky Capital Consultants Group
Poway,
California
|
$1.08M
|
+$851K
|
+31,632
|
+375%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.02M
|
+$475K
|
+17,647
|
+88%
|
|
|
10
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$882K
|
+$481K
|
+17,870
|
+121%
|
|
|
11
|
Old Mission Capital
Chicago,
Illinois
|
$539K
|
+$536K
|
+19,926
|
New
|
|
|
12
|
Farther Finance Advisors
San Francisco,
California
|
$453K
|
-$3.82K
|
-142
|
-0.8%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$388K
|
-$6.3K
|
-234
|
-2%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$377K
|
+$375K
|
+13,950
|
New
|
|
|
15
|
Grantvest Financial Group
Matawan,
New Jersey
|
$289K
|
–
|
–
|
–
|
|
|
16
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$275K
|
–
|
–
|
–
|
|
|
17
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$149K
|
–
|
–
|
–
|
|
|
18
|
Blue Trust Inc
Alpharetta,
Georgia
|
$39.4K
|
+$39.2K
|
+1,457
|
New
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$4.19K
|
–
|
–
|
–
|
|
|
20
|
|
–
|
-$138K
|
-5,212
|
Closed
|
|
|
21
|
Parallel Advisors
San Francisco,
California
|
–
|
-$15.9K
|
-600
|
Closed
|
|
