|
1
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$24.4M
|
+$4.69M
|
+148,755
|
+21%
|
|
|
2
|
West Michigan Advisors
Holland,
Michigan
|
$7.89M
|
+$6.08M
|
+192,694
|
+240%
|
|
|
3
|
BlackDiamond Wealth Management
New York
|
$2.82M
|
+$62K
|
+1,967
|
+2%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.72M
|
+$1.65M
|
+52,415
|
+791%
|
|
|
5
|
Harbour Investments
Madison,
Wisconsin
|
$1.38M
|
+$1.5M
|
+47,542
|
New
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.3M
|
+$347K
|
+11,003
|
+32%
|
|
|
7
|
Private Wealth Partners
Mill Valley,
California
|
$784K
|
+$855K
|
+27,100
|
New
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$778K
|
+$9.43K
|
+299
|
+1%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$461K
|
+$34.1K
|
+1,082
|
+7%
|
|
|
10
|
Silverleafe Capital Partners
Germantown,
Tennessee
|
$238K
|
–
|
–
|
–
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$227K
|
+$240K
|
+7,623
|
New
|
|
|
12
|
Centaurus Financial
Anaheim,
California
|
$213K
|
+$7.88K
|
+250
|
+4%
|
|
|
13
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$115K
|
-$23.2K
|
-736
|
-16%
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$29K
|
–
|
–
|
–
|
|
|
15
|
Rockefeller Capital Management
New York
|
$28K
|
–
|
–
|
–
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
–
|
-$816K
|
-23,617
|
Closed
|
|
|
17
|
55I LLC
Boston,
Massachusetts
|
–
|
-$786K
|
-22,742
|
Closed
|
|
|
18
|
Strategic Asset Management
Rochester,
Minnesota
|
–
|
-$14K
|
-410
|
Closed
|
|
