|
1
|
Mather Group
Chicago,
Illinois
|
$8.92M
|
+$5.94M
|
+308,805
|
+193%
|
|
|
2
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$7.68M
|
+$478K
|
+24,874
|
+7%
|
|
|
3
|
World Investment Advisors
Santa Barbara,
California
|
$7.26M
|
–
|
–
|
–
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.56M
|
+$418K
|
+21,756
|
+8%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5M
|
+$3.96M
|
+205,852
|
+364%
|
|
|
6
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$4.67M
|
+$348K
|
+18,083
|
+8%
|
|
|
7
|
BWM Planning
The Woodlands,
Texas
|
$3.86M
|
+$512K
|
+26,639
|
+15%
|
|
|
8
|
Trailhead Planners
Edina,
Minnesota
|
$2.79M
|
+$880K
|
+45,754
|
+45%
|
|
|
9
|
Wright Wealth
Atlanta,
Georgia
|
$2.7M
|
+$103K
|
+5,376
|
+4%
|
|
|
10
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$1.95M
|
+$34.5K
|
+1,796
|
+2%
|
|
|
11
|
Fermata Advisors
Sonoma,
California
|
$1.73M
|
+$889K
|
+46,221
|
+104%
|
|
|
12
|
SteelPeak Wealth
Woodland Hills,
California
|
$1.29M
|
+$100K
|
+5,223
|
+8%
|
|
|
13
|
|
$511K
|
+$2.6K
|
+135
|
+0.5%
|
|
|
14
|
Manhattan West Asset Management
Los Angeles,
California
|
$372K
|
+$376K
|
+19,525
|
New
|
|
|
15
|
Professional Financial Advisors
North Platte,
Nebraska
|
$287K
|
-$5.4K
|
-281
|
-2%
|
|
|
16
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$256K
|
-$307K
|
-15,987
|
-54%
|
|
|
17
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$102K
|
+$43.2K
|
+2,244
|
+72%
|
|
|
18
|
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
$77.2K
|
+$78K
|
+4,055
|
New
|
|
|
19
|
Farther Finance Advisors
San Francisco,
California
|
$44.6K
|
+$3.38K
|
+176
|
+8%
|
|
|
20
|
Luminist Capital
Grand Rapids,
Michigan
|
$30.2K
|
+$30.5K
|
+1,587
|
New
|
|
|
21
|
Worth Asset Management
Dallas,
Texas
|
–
|
-$426K
|
-22,613
|
Closed
|
|
|
22
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
–
|
-$379K
|
-20,101
|
Closed
|
|
