|
1
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$10.3M
|
+$4.49M
|
+214,589
|
+76%
|
|
|
2
|
|
$8.3M
|
+$1.84M
|
+88,000
|
+28%
|
|
|
3
|
MAI Capital Management
Independence,
Ohio
|
$5.35M
|
+$2M
|
+95,848
|
+59%
|
|
|
4
|
Mather Group
Chicago,
Illinois
|
$4.7M
|
+$4.73M
|
+226,407
|
New
|
|
|
5
|
Stapp Wealth Management
Olympia,
Washington
|
$2.66M
|
+$2.68M
|
+128,143
|
New
|
|
|
6
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.42M
|
+$2.21M
|
+105,468
|
+966%
|
|
|
7
|
Hilltop Holdings
Dallas,
Texas
|
$1.97M
|
+$1.99M
|
+95,000
|
New
|
|
|
8
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$1.79M
|
+$1.8M
|
+86,028
|
New
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.49M
|
+$1.5M
|
+71,946
|
New
|
|
|
10
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$1.3M
|
+$122K
|
+5,830
|
+10%
|
|
|
11
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$886K
|
+$893K
|
+42,699
|
New
|
|
|
12
|
|
$817K
|
+$823K
|
+39,375
|
New
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$558K
|
+$562K
|
+26,868
|
New
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$469K
|
+$472K
|
+22,585
|
New
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$399K
|
+$387K
|
+18,490
|
+2,512%
|
|
|
16
|
Professional Financial Advisors
North Platte,
Nebraska
|
$230K
|
+$232K
|
+11,095
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$7.76K
|
+$7.82K
|
+374
|
New
|
|
|
18
|
Worth Asset Management
Dallas,
Texas
|
–
|
-$214K
|
-10,270
|
Closed
|
|
