|
1
|
Stack Financial Management
Whitefish,
Montana
|
$91.7M
|
-$35.8M
|
-1,046,587
|
-27%
|
|
|
2
|
|
$82.1M
|
+$14.5M
|
+423,404
|
+21%
|
|
|
3
|
|
$15.1M
|
+$12.6M
|
+369,086
|
+414%
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
$14.3M
|
+$643K
|
+18,775
|
+5%
|
|
|
5
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$14.3M
|
-$2.57M
|
-74,977
|
-15%
|
|
|
6
|
Axxcess Wealth Management
Carlsbad,
California
|
$10.2M
|
+$10.6M
|
+309,272
|
New
|
|
|
7
|
Jump Financial
Chicago,
Illinois
|
$10M
|
+$7.86M
|
+229,531
|
+307%
|
|
|
8
|
DRW Securities
Chicago,
Illinois
|
$10M
|
+$10.4M
|
+303,703
|
New
|
|
|
9
|
IMC Chicago
Chicago,
Illinois
|
$8.07M
|
+$7.5M
|
+219,262
|
+871%
|
|
|
10
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$7.7M
|
+$1.3M
|
+37,914
|
+19%
|
|
|
11
|
Sterling Investment Management
Tucson,
Arizona
|
$7.62M
|
+$7.9M
|
+230,707
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$6.5M
|
-$14.5M
|
-422,604
|
-68%
|
|
|
13
|
Vontobel Holding
Zurich,
Switzerland
|
$5.22M
|
+$2.39M
|
+69,842
|
+79%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.11M
|
+$304K
|
+8,882
|
+6%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$5.1M
|
+$765K
|
+22,349
|
+17%
|
|
|
16
|
Chatham Capital Group
Savannah,
Georgia
|
$4.81M
|
-$491K
|
-14,350
|
-9%
|
|
|
17
|
Axiom Investment Management
New York
|
$4.55M
|
-$1.73M
|
-50,679
|
-27%
|
|
|
18
|
One Plus One Wealth Management
Jupiter,
Florida
|
$3.86M
|
-$1.36M
|
-39,711
|
-25%
|
|
|
19
|
Perigon Wealth Management
San Francisco,
California
|
$3.76M
|
+$255K
|
+7,455
|
+7%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.62M
|
-$14.6M
|
-426,738
|
-80%
|
|
|
21
|
Capital Wealth Planning
Naples,
Florida
|
$3.09M
|
+$264K
|
+7,723
|
+9%
|
|
|
22
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$3.05M
|
+$1.87M
|
+54,595
|
+145%
|
|
|
23
|
Belpointe Asset Management
Reno,
Nevada
|
$2.81M
|
-$98.3K
|
-2,872
|
-3%
|
|
|
24
|
|
$2.3M
|
–
|
–
|
–
|
|
|
25
|
Advisory Services Network
Atlanta,
Georgia
|
$2.26M
|
-$2.48M
|
-72,369
|
-51%
|
|
