|
1
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$30.8M
|
+$30.8M
|
+1,222,562
|
New
|
|
|
2
|
Kaizen Financial Strategies
Campbell,
California
|
$1.99M
|
+$1.99M
|
+79,122
|
New
|
|
|
3
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.77M
|
-$275K
|
-10,892
|
-13%
|
|
|
4
|
Integrity Advisory Solutions
Dallas,
Texas
|
$1.75M
|
+$1.75M
|
+69,618
|
New
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$1.65M
|
+$205K
|
+8,147
|
+14%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$1.6M
|
+$1.6M
|
+63,650
|
New
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$695K
|
+$695K
|
+27,572
|
New
|
|
|
8
|
January Capital Advisors
San Francisco,
California
|
$686K
|
+$687K
|
+27,238
|
New
|
|
|
9
|
Waverly Advisors
Birmingham,
Alabama
|
$664K
|
+$77.6K
|
+3,079
|
+13%
|
|
|
10
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$637K
|
+$637K
|
+25,262
|
New
|
|
|
11
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$625K
|
–
|
–
|
–
|
|
|
12
|
Savvy Advisors Inc
New York
|
$571K
|
+$131K
|
+5,181
|
+30%
|
|
|
13
|
|
$550K
|
+$92.7K
|
+3,679
|
+20%
|
|
|
14
|
Coastwise Capital Group
La Jolla,
California
|
$527K
|
-$80.6K
|
-3,196
|
-13%
|
|
|
15
|
Mainstream Capital Management
Los Angeles,
California
|
$491K
|
–
|
–
|
–
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$416K
|
+$33.1K
|
+1,315
|
+9%
|
|
|
17
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$350K
|
-$12.9K
|
-511
|
-4%
|
|
|
18
|
James Investment Research
Alpha,
Ohio
|
$338K
|
+$41.7K
|
+1,656
|
+14%
|
|
|
19
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$59.9K
|
–
|
–
|
–
|
|
|
20
|
Golden State Wealth Management
Santa Ana,
California
|
$52K
|
–
|
–
|
–
|
|
|
21
|
Anfield Capital Management
Irvine,
California
|
$46K
|
–
|
–
|
–
|
|
|
22
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$17.5K
|
–
|
–
|
–
|
|
|
23
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$12.5K
|
–
|
–
|
–
|
|
|
24
|
Wolff Wiese Magana
Carslbad,
California
|
$2.52K
|
+$2.52K
|
+100
|
New
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$17
|
+$25
|
+1
|
New
|
|
