|
1
|
World Investment Advisors
Santa Barbara,
California
|
$7.92M
|
+$257K
|
+15,568
|
+4%
|
|
|
2
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5.4M
|
+$580K
|
+35,186
|
+13%
|
|
|
3
|
BWM Planning
The Woodlands,
Texas
|
$3.23M
|
+$441K
|
+26,723
|
+17%
|
|
|
4
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$2.67M
|
+$52.3K
|
+3,170
|
+2%
|
|
|
5
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$1.69M
|
+$54K
|
+3,274
|
+3%
|
|
|
6
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$1.36M
|
-$159K
|
-9,633
|
-11%
|
|
|
7
|
Professional Financial Advisors
North Platte,
Nebraska
|
$1.31M
|
-$177K
|
-10,707
|
-12%
|
|
|
8
|
|
$791K
|
+$456K
|
+27,651
|
+156%
|
|
|
9
|
|
$420K
|
+$22.9K
|
+1,391
|
+6%
|
|
|
10
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$314K
|
-$1.83K
|
-111
|
-0.6%
|
|
|
11
|
Fermata Advisors
Sonoma,
California
|
$294K
|
+$278K
|
+16,878
|
New
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$189K
|
-$11.2K
|
-680
|
-6%
|
|
|
13
|
Worth Asset Management
Dallas,
Texas
|
$181K
|
+$171K
|
+10,390
|
New
|
|
|
14
|
Farther Finance Advisors
San Francisco,
California
|
$39.2K
|
–
|
–
|
–
|
|
|
15
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$26.4K
|
–
|
–
|
–
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$13K
|
-$22.6K
|
-1,368
|
-65%
|
|
|
17
|
TCTC Holdings
Dallas,
Texas
|
$192
|
–
|
–
|
–
|
|
|
18
|
Mercer Global Advisors
Denver,
Colorado
|
–
|
-$349K
|
-21,559
|
Closed
|
|
|
19
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
–
|
-$346K
|
-21,341
|
Closed
|
|
|
20
|
Cardiff Park Advisors
Carlsbad,
California
|
–
|
-$47.3K
|
-2,920
|
Closed
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
–
|
-$44.3K
|
-2,735
|
Closed
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$113
|
-7
|
Closed
|
|
