|
1
|
World Investment Advisors
Santa Barbara,
California
|
$7.26M
|
-$94.3K
|
-4,975
|
-1%
|
|
|
2
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$7.13M
|
-$763K
|
-40,235
|
-10%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.17M
|
+$5.15M
|
+271,388
|
New
|
|
|
4
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$4.28M
|
+$1.07M
|
+56,543
|
+33%
|
|
|
5
|
BWM Planning
The Woodlands,
Texas
|
$3.32M
|
-$793K
|
-41,797
|
-19%
|
|
|
6
|
Mather Group
Chicago,
Illinois
|
$3.01M
|
+$3.03M
|
+159,751
|
New
|
|
|
7
|
Wright Wealth
Atlanta,
Georgia
|
$2.57M
|
-$8.42K
|
-444
|
-0.3%
|
|
|
8
|
Trailhead Planners
Edina,
Minnesota
|
$1.9M
|
+$256K
|
+13,478
|
+15%
|
|
|
9
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$1.9M
|
+$28.3K
|
+1,490
|
+1%
|
|
|
10
|
SteelPeak Wealth
Woodland Hills,
California
|
$1.18M
|
+$571K
|
+30,086
|
+93%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.07M
|
+$802K
|
+42,289
|
+297%
|
|
|
12
|
Fermata Advisors
Sonoma,
California
|
$841K
|
+$164K
|
+8,647
|
+24%
|
|
|
13
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$562K
|
-$709K
|
-37,366
|
-56%
|
|
|
14
|
|
$503K
|
+$38K
|
+2,006
|
+8%
|
|
|
15
|
Worth Asset Management
Dallas,
Texas
|
$426K
|
+$81.5K
|
+4,298
|
+23%
|
|
|
16
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$379K
|
+$381K
|
+20,101
|
New
|
|
|
17
|
Professional Financial Advisors
North Platte,
Nebraska
|
$290K
|
-$1.3M
|
-68,396
|
-82%
|
|
|
18
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$59K
|
–
|
–
|
–
|
|
|
19
|
Farther Finance Advisors
San Francisco,
California
|
$40.7K
|
–
|
–
|
–
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$13.9K
|
–
|
–
|
–
|
|
|
21
|
|
–
|
-$268K
|
-14,930
|
Closed
|
|
|
22
|
TCTC Holdings
Dallas,
Texas
|
–
|
-$197
|
-11
|
Closed
|
|
