|
1
|
SK Wealth Management
Providence,
Rhode Island
|
$19.9M
|
+$18.3M
|
+569,044
|
+1,713%
|
|
|
2
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$13.6M
|
+$690K
|
+21,514
|
+5%
|
|
|
3
|
Clarity Retirement & Wealth
New Bedford,
Massachusetts
|
$1.26M
|
+$1.25M
|
+39,021
|
New
|
|
|
4
|
Optima Capital
Beaverton,
Oregon
|
$964K
|
+$954K
|
+29,746
|
New
|
|
|
5
|
Austin Private Wealth
Austin,
Texas
|
$735K
|
+$40.1K
|
+1,251
|
+6%
|
|
|
6
|
Old Mission Capital
Chicago,
Illinois
|
$528K
|
+$523K
|
+16,295
|
New
|
|
|
7
|
WealthPoint Financial
Cramerton,
North Carolina
|
$485K
|
+$480K
|
+14,957
|
New
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$402K
|
-$127K
|
-3,963
|
-24%
|
|
|
9
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$398K
|
+$44K
|
+1,371
|
+13%
|
|
|
10
|
Thompson Davis & Co
Richmond,
Virginia
|
$255K
|
+$32.9K
|
+1,026
|
+15%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$249K
|
+$246K
|
+7,682
|
New
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$46K
|
+$45.5K
|
+1,417
|
New
|
|
|
13
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$27.3K
|
+$26.6K
|
+830
|
New
|
|
|
14
|
Allworth Financial
Folsom,
California
|
$9.72K
|
+$9.62K
|
+300
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$4.21K
|
+$2.69K
|
+84
|
+183%
|
|
|
16
|
|
–
|
-$263K
|
-8,328
|
Closed
|
|
