|
1
|
Strid Group
Newtown Square,
Pennsylvania
|
$14.1M
|
-$557K
|
-21,668
|
-4%
|
|
|
2
|
Personal CFO Solutions
Chester,
New Jersey
|
$11.5M
|
+$11.5M
|
+447,977
|
New
|
|
|
3
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$4.3M
|
+$1.08M
|
+41,873
|
+33%
|
|
|
4
|
Integrity Wealth Solutions
Denver,
Colorado
|
$2.28M
|
+$551K
|
+21,411
|
+32%
|
|
|
5
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$1.81M
|
+$545K
|
+21,194
|
+43%
|
|
|
6
|
Empire Financial Management Company
New York
|
$1.42M
|
+$1.39K
|
+54
|
+0.1%
|
|
|
7
|
Clay Northam Wealth Management
Huntington Beach,
California
|
$1.41M
|
+$1.1M
|
+42,750
|
+345%
|
|
|
8
|
|
$1.01M
|
+$737K
|
+28,654
|
+268%
|
|
|
9
|
|
$860K
|
+$864K
|
+33,607
|
New
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$666K
|
+$422K
|
+16,392
|
+170%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$557K
|
–
|
–
|
–
|
|
|
12
|
Westside Investment Management
Santa Monica,
California
|
$455K
|
+$458K
|
+17,800
|
New
|
|
|
13
|
Principia Wealth Advisory
Dallas,
Texas
|
$345K
|
+$4.94K
|
+192
|
+1%
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$326K
|
–
|
–
|
–
|
|
|
15
|
Global View Capital Management
Waukesha,
Wisconsin
|
$324K
|
+$6.71K
|
+261
|
+2%
|
|
|
16
|
IFP Advisors
Tampa,
Florida
|
$241K
|
+$926
|
+36
|
+0.4%
|
|
|
17
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$223K
|
-$3.77M
|
-146,520
|
-94%
|
|
|
18
|
Sunbelt Securities
Houston,
Texas
|
$169K
|
+$309
|
+12
|
+0.2%
|
|
|
19
|
Spire Wealth Management
Mclean,
Virginia
|
$78.8K
|
+$231
|
+9
|
+0.3%
|
|
|
20
|
|
$50K
|
+$38.5K
|
+1,498
|
+329%
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$34.6K
|
+$34.8K
|
+1,352
|
New
|
|
|
22
|
|
$21.7K
|
+$9.9K
|
+386
|
+84%
|
|
|
23
|
PFG Private Wealth Management
Lutz,
Florida
|
–
|
-$1.74M
|
-67,748
|
Closed
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$1.05M
|
-40,902
|
Closed
|
|
|
25
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
–
|
-$240K
|
-9,364
|
Closed
|
|
