|
1
|
Strid Group
Newtown Square,
Pennsylvania
|
$14.7M
|
+$14.6M
|
+572,724
|
New
|
|
|
2
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$3.98M
|
+$2.78M
|
+109,099
|
+236%
|
|
|
3
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$3.23M
|
+$2.98M
|
+116,812
|
+1,263%
|
|
|
4
|
Integrity Wealth Solutions
Denver,
Colorado
|
$1.74M
|
+$725K
|
+28,393
|
+72%
|
|
|
5
|
PFG Private Wealth Management
Lutz,
Florida
|
$1.74M
|
+$1.73M
|
+67,748
|
New
|
|
|
6
|
Empire Financial Management Company
New York
|
$1.42M
|
-$19.8K
|
-774
|
-1%
|
|
|
7
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$1.27M
|
+$387K
|
+15,161
|
+44%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.05M
|
-$99.7K
|
-3,908
|
-9%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$558K
|
+$556K
|
+21,767
|
New
|
|
|
10
|
Principia Wealth Advisory
Dallas,
Texas
|
$341K
|
+$57.3K
|
+2,247
|
+20%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$326K
|
–
|
–
|
–
|
|
|
12
|
Global View Capital Management
Waukesha,
Wisconsin
|
$318K
|
+$68.2K
|
+2,671
|
+27%
|
|
|
13
|
Clay Northam Wealth Management
Huntington Beach,
California
|
$318K
|
+$316K
|
+12,400
|
New
|
|
|
14
|
|
$274K
|
+$273K
|
+10,678
|
New
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$247K
|
-$231K
|
-9,049
|
-48%
|
|
|
16
|
IFP Advisors
Tampa,
Florida
|
$241K
|
+$44.4K
|
+1,738
|
+23%
|
|
|
17
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$240K
|
+$239K
|
+9,364
|
New
|
|
|
18
|
Sunbelt Securities
Houston,
Texas
|
$169K
|
+$169K
|
+6,609
|
New
|
|
|
19
|
Spire Wealth Management
Mclean,
Virginia
|
$78.7K
|
+$78.4K
|
+3,071
|
New
|
|
|
20
|
|
$11.8K
|
+$11.8K
|
+462
|
New
|
|
|
21
|
|
$11.7K
|
+$5.97K
|
+234
|
+106%
|
|
|
22
|
MAI Capital Management
Independence,
Ohio
|
$539
|
+$536
|
+21
|
New
|
|
|
23
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
–
|
-$413K
|
-16,246
|
Closed
|
|
|
24
|
Fulcrum Equity Management
Plano,
Texas
|
–
|
-$300K
|
-11,770
|
Closed
|
|
|
25
|
|
–
|
-$283K
|
-11,115
|
Closed
|
|
