|
1
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$7.5M
|
+$1.97M
|
+108,707
|
+35%
|
|
|
2
|
World Investment Advisors
Santa Barbara,
California
|
$6.99M
|
-$1.16M
|
-63,925
|
-14%
|
|
|
3
|
BWM Planning
The Woodlands,
Texas
|
$3.9M
|
+$588K
|
+32,458
|
+18%
|
|
|
4
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$3.05M
|
+$312K
|
+17,241
|
+11%
|
|
|
5
|
Wright Wealth
Atlanta,
Georgia
|
$2.45M
|
+$2.47M
|
+136,627
|
New
|
|
|
6
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$1.78M
|
+$45.8K
|
+2,530
|
+3%
|
|
|
7
|
Trailhead Planners
Edina,
Minnesota
|
$1.57M
|
+$1.58M
|
+87,465
|
New
|
|
|
8
|
Professional Financial Advisors
North Platte,
Nebraska
|
$1.5M
|
+$152K
|
+8,397
|
+11%
|
|
|
9
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$1.25M
|
-$148K
|
-8,197
|
-11%
|
|
|
10
|
Fermata Advisors
Sonoma,
California
|
$644K
|
+$345K
|
+19,075
|
+113%
|
|
|
11
|
SteelPeak Wealth
Woodland Hills,
California
|
$580K
|
+$587K
|
+32,390
|
New
|
|
|
12
|
|
$443K
|
+$10.8K
|
+597
|
+2%
|
|
|
13
|
Worth Asset Management
Dallas,
Texas
|
$328K
|
+$144K
|
+7,925
|
+76%
|
|
|
14
|
|
$268K
|
-$551K
|
-30,448
|
-67%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$255K
|
+$61.9K
|
+3,417
|
+32%
|
|
|
16
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$56.1K
|
+$29.2K
|
+1,612
|
+106%
|
|
|
17
|
Farther Finance Advisors
San Francisco,
California
|
$38.8K
|
-$1.47K
|
-81
|
-4%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$13K
|
–
|
–
|
–
|
|
|
19
|
TCTC Holdings
Dallas,
Texas
|
$197
|
–
|
–
|
–
|
|
|
20
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
–
|
-$314K
|
-17,999
|
Closed
|
|
