|
1
|
Castle Wealth Management
West Palm Beach,
Florida
|
$7.02M
|
+$3.63M
|
+70,173
|
+107%
|
|
|
2
|
Stifel Financial
St. Louis,
Missouri
|
$5.65M
|
+$1.75M
|
+33,859
|
+45%
|
|
|
3
|
4J Wealth Management
Alexandria,
Virginia
|
$5.45M
|
+$5.46M
|
+105,553
|
New
|
|
|
4
|
True Wealth Design
Akron,
Ohio
|
$1.83M
|
+$83.2K
|
+1,608
|
+5%
|
|
|
5
|
|
$975K
|
+$976K
|
+18,862
|
New
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$860K
|
+$698K
|
+13,477
|
+424%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$644K
|
+$645K
|
+12,457
|
New
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$577K
|
+$37.8K
|
+730
|
+7%
|
|
|
9
|
River Street Advisors
Aurora,
Illinois
|
$294K
|
+$294K
|
+5,690
|
New
|
|
|
10
|
CoreCap Advisors
Southfield,
Michigan
|
$217K
|
+$217K
|
+4,202
|
New
|
|
|
11
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$149K
|
+$128K
|
+2,480
|
+628%
|
|
|
12
|
Financial Connections Group
Corte Madera,
California
|
$108K
|
-$167K
|
-3,225
|
-61%
|
|
|
13
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$76.6K
|
+$76.8K
|
+1,483
|
New
|
|
|
14
|
MidAtlantic Capital Management
Richmond,
Virginia
|
$63.7K
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$23.1K
|
+$23.2K
|
+448
|
New
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$52
|
-1
|
Closed
|
|
