|
1
|
|
$56.5M
|
+$31.9M
|
+1,174,570
|
+144%
|
|
|
2
|
Summit Financial
Parsippany,
New Jersey
|
$7.72M
|
+$1.5M
|
+55,323
|
+26%
|
|
|
3
|
Stegent Equity Advisors
Houston,
Texas
|
$3.68M
|
+$3.51M
|
+129,539
|
New
|
|
|
4
|
Concurrent Investment Advisors
Tampa,
Florida
|
$2.69M
|
+$608K
|
+22,399
|
+31%
|
|
|
5
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$884K
|
+$844K
|
+31,124
|
New
|
|
|
6
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$590K
|
+$608K
|
+22,405
|
New
|
|
|
7
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$523K
|
+$113K
|
+4,178
|
+29%
|
|
|
8
|
PFG Investments
Woodbury,
New York
|
$461K
|
+$440K
|
+16,237
|
New
|
|
|
9
|
|
$454K
|
-$882K
|
-32,506
|
-67%
|
|
|
10
|
Milestone Asset Management Group
Avon,
Connecticut
|
$370K
|
–
|
–
|
–
|
|
|
11
|
Brown Advisory
Baltimore,
Maryland
|
$347K
|
+$331K
|
+12,208
|
New
|
|
|
12
|
GTS Securities
Miami,
Florida
|
$206K
|
-$534K
|
-19,692
|
-73%
|
|
|
13
|
Compass Financial Management
Tampa,
Florida
|
$142K
|
+$136K
|
+5,000
|
New
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
$118K
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$10K
|
+$1.41K
|
+52
|
+17%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$4
|
–
|
–
|
–
|
|
|
17
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
–
|
-$228K
|
-9,683
|
Closed
|
|
|
18
|
Pin Oak Investment Advisors
Houston,
Texas
|
–
|
-$1K
|
-50
|
Closed
|
|
|
19
|
Tower Research Capital (TRC)
New York
|
–
|
-$47
|
-2
|
Closed
|
|
