|
1
|
World Investment Advisors
Santa Barbara,
California
|
$7.11M
|
+$2.28M
|
+143,536
|
+49%
|
|
|
2
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.45M
|
+$60.8K
|
+3,827
|
+1%
|
|
|
3
|
BWM Planning
The Woodlands,
Texas
|
$2.57M
|
+$500K
|
+31,450
|
+25%
|
|
|
4
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$2.43M
|
+$42.3K
|
+2,665
|
+2%
|
|
|
5
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$1.52M
|
+$300K
|
+18,888
|
+25%
|
|
|
6
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$1.4M
|
+$59.7K
|
+3,760
|
+5%
|
|
|
7
|
Professional Financial Advisors
North Platte,
Nebraska
|
$1.4M
|
+$65.3K
|
+4,109
|
+5%
|
|
|
8
|
|
$368K
|
+$87.3K
|
+5,493
|
+32%
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$349K
|
-$859K
|
-54,051
|
-71%
|
|
|
10
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$346K
|
-$105K
|
-6,595
|
-24%
|
|
|
11
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$294K
|
+$381
|
+24
|
+0.1%
|
|
|
12
|
|
$287K
|
+$282K
|
+17,727
|
New
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$187K
|
-$45.5K
|
-2,862
|
-20%
|
|
|
14
|
Cardiff Park Advisors
Carlsbad,
California
|
$47.3K
|
–
|
–
|
–
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$44.3K
|
+$41.9K
|
+2,636
|
+2,663%
|
|
|
16
|
Farther Finance Advisors
San Francisco,
California
|
$36.4K
|
–
|
–
|
–
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$34K
|
+$5.78K
|
+364
|
+21%
|
|
|
18
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$24.6K
|
+$24.1K
|
+1,516
|
New
|
|
|
19
|
TCTC Holdings
Dallas,
Texas
|
$178
|
–
|
–
|
–
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$113
|
+$111
|
+7
|
New
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
–
|
-$5.23M
|
-308,337
|
Closed
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$5.21M
|
-307,360
|
Closed
|
|
|
23
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
–
|
-$2.08M
|
-122,720
|
Closed
|
|
|
24
|
Napa Wealth Management
Napa,
California
|
–
|
-$2.01M
|
-118,454
|
Closed
|
|
|
25
|
Drive Wealth Management
Lehi,
Utah
|
–
|
-$199K
|
-11,764
|
Closed
|
|
