|
1
|
Strategic Planning Group
Bountiful,
Utah
|
$15.2M
|
+$15.2M
|
+733,884
|
New
|
|
|
2
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$4.05M
|
+$4.05M
|
+194,909
|
New
|
|
|
3
|
Delta Investment Management
San Francisco,
California
|
$3.56M
|
+$3.57M
|
+171,755
|
New
|
|
|
4
|
Philip James Wealth Mangement
Milton,
Georgia
|
$3.08M
|
+$3.08M
|
+148,579
|
New
|
|
|
5
|
Snowden Capital Advisors
New York
|
$2.08M
|
+$386K
|
+18,571
|
+23%
|
|
|
6
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.78M
|
+$1.78M
|
+85,886
|
New
|
|
|
7
|
Flow Traders U.S.
New York
|
$1.72M
|
+$1.5M
|
+72,110
|
+666%
|
|
|
8
|
Atria Investments
Charlotte,
North Carolina
|
$1.7M
|
+$1.7M
|
+81,749
|
New
|
|
|
9
|
Winebrenner Capital Management
Louisville,
Kentucky
|
$1.15M
|
+$81K
|
+3,900
|
+8%
|
|
|
10
|
First Trust Advisors
Wheaton,
Illinois
|
$968K
|
+$157K
|
+7,545
|
+19%
|
|
|
11
|
CreativeOne Wealth
Overland Park,
Kansas
|
$848K
|
-$8.82K
|
-425
|
-1%
|
|
|
12
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$699K
|
+$41.2K
|
+1,983
|
+6%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$562K
|
+$29.3K
|
+1,412
|
+6%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$533K
|
+$533K
|
+25,680
|
New
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$528K
|
+$529K
|
+25,461
|
New
|
|
|
16
|
RFG Advisory
Birmingham,
Alabama
|
$468K
|
+$469K
|
+22,569
|
New
|
|
|
17
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$420K
|
+$415K
|
+20,000
|
+7,782%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$370K
|
+$370K
|
+17,837
|
New
|
|
|
19
|
Farther Finance Advisors
San Francisco,
California
|
$266K
|
+$266K
|
+12,826
|
New
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$250K
|
+$250K
|
+12,028
|
New
|
|
|
21
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$246K
|
+$246K
|
+11,857
|
New
|
|
|
22
|
Triton Wealth Management
Sun City,
Arizona
|
$242K
|
+$242K
|
+11,650
|
New
|
|
|
23
|
Harbour Investments
Madison,
Wisconsin
|
$163K
|
–
|
–
|
–
|
|
|
24
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$150K
|
+$140K
|
+6,737
|
+1,321%
|
|
|
25
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$121K
|
+$62.3K
|
+3,000
|
+105%
|
|
