|
1
|
MTM Financial Group
Bethlehem,
Pennsylvania
|
$5.15M
|
+$5.54M
|
+166,808
|
New
|
|
|
2
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$4.9M
|
+$5.27M
|
+158,694
|
New
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.08M
|
+$2.26M
|
+67,939
|
+212%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$2.62M
|
+$2.04M
|
+61,579
|
+264%
|
|
|
5
|
|
$1.13M
|
+$1.22M
|
+36,685
|
New
|
|
|
6
|
OneAscent Financial Services
Birmingham,
Alabama
|
$686K
|
+$738K
|
+22,217
|
New
|
|
|
7
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$671K
|
+$721K
|
+21,724
|
New
|
|
|
8
|
Secure Asset Management
Troy,
Michigan
|
$597K
|
+$110K
|
+3,310
|
+21%
|
|
|
9
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$573K
|
–
|
–
|
–
|
|
|
10
|
IFP Advisors
Tampa,
Florida
|
$506K
|
–
|
–
|
–
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$446K
|
+$480K
|
+14,448
|
New
|
|
|
12
|
Advisory Services Network
Atlanta,
Georgia
|
$294K
|
+$317K
|
+9,535
|
New
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$224K
|
+$241K
|
+7,257
|
New
|
|
|
14
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$214K
|
–
|
–
|
–
|
|
|
15
|
Mutual Advisors
Omaha,
Nebraska
|
$201K
|
+$216K
|
+6,500
|
New
|
|
|
16
|
Worth Asset Management
Dallas,
Texas
|
$186K
|
+$32.9K
|
+990
|
+20%
|
|
|
17
|
Wolff Wiese Magana
Carslbad,
California
|
$101K
|
–
|
–
|
–
|
|
|
18
|
Whittier Trust
South Pasadena,
California
|
$96K
|
+$103K
|
+3,113
|
New
|
|
|
19
|
Private Trust Company
Cleveland,
Ohio
|
$43K
|
+$46.5K
|
+1,400
|
New
|
|
|
20
|
|
$2K
|
-$29.9K
|
-900
|
-92%
|
|
|
21
|
ProShare Advisors
Bethesda,
Maryland
|
–
|
-$1.26M
|
-39,657
|
Closed
|
|
|
22
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
–
|
-$8K
|
-241
|
Closed
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
–
|
+$33
|
+1
|
+100%
|
|
