|
1
|
Income Research & Management
Boston,
Massachusetts
|
$5.09M
|
–
|
–
|
–
|
|
|
2
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$4.62M
|
+$1.69M
|
+33,423
|
+58%
|
|
|
3
|
BCGM Wealth Management
Lafayette,
Indiana
|
$3.91M
|
+$67.2K
|
+1,329
|
+2%
|
|
|
4
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$2.09M
|
+$770K
|
+15,224
|
+59%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.31M
|
+$1.3M
|
+25,771
|
New
|
|
|
6
|
Oasis Advisors
Forest City,
Iowa
|
$937K
|
+$931K
|
+18,425
|
New
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$840K
|
+$341K
|
+6,754
|
+69%
|
|
|
8
|
Balance Wealth
Delaware,
Ohio
|
$745K
|
-$8.24K
|
-163
|
-1%
|
|
|
9
|
Impact Partnership Wealth
Marietta,
Georgia
|
$669K
|
-$809
|
-16
|
-0.1%
|
|
|
10
|
Victory Financial Group
Austin,
Texas
|
$570K
|
+$567K
|
+11,213
|
New
|
|
|
11
|
Plum Street Advisors
New Orleans,
Louisiana
|
$468K
|
-$78.7K
|
-1,557
|
-14%
|
|
|
12
|
|
$451K
|
+$176K
|
+3,480
|
+65%
|
|
|
13
|
RWA Wealth Partners
Newton,
Massachusetts
|
$325K
|
+$323K
|
+6,396
|
New
|
|
|
14
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$40.7K
|
+$40.4K
|
+800
|
New
|
|
|
15
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$25.7K
|
+$19.8K
|
+392
|
+347%
|
|
|
16
|
Farther Finance Advisors
San Francisco,
California
|
$25.4K
|
+$25.3K
|
+500
|
New
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
–
|
-$911K
|
-18,156
|
Closed
|
|
|
18
|
Inspire Advisors
Meridian,
Idaho
|
–
|
-$425K
|
-8,480
|
Closed
|
|
|
19
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
–
|
-$203K
|
-4,000
|
Closed
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
–
|
-$602
|
-12
|
Closed
|
|
