|
1
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$4.55M
|
+$278K
|
+9,702
|
+7%
|
|
|
2
|
Client First Investment Management
West Bend,
Wisconsin
|
$3.75M
|
+$3.72M
|
+130,099
|
New
|
|
|
3
|
|
$1.34M
|
+$1.33M
|
+46,620
|
New
|
|
|
4
|
VestGen Advisors
Inverness,
Illinois
|
$982K
|
+$266K
|
+9,278
|
+37%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$744K
|
+$738K
|
+25,794
|
New
|
|
|
6
|
Essex Financial Services
Essex,
Connecticut
|
$540K
|
+$190K
|
+6,642
|
+55%
|
|
|
7
|
Hidden Cove Wealth Management
Bainbridge Island,
Washington
|
$402K
|
+$16.8K
|
+588
|
+4%
|
|
|
8
|
Tactive Advisors
Jacksonville,
Florida
|
$330K
|
+$24.5K
|
+857
|
+8%
|
|
|
9
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$55K
|
+$1.95K
|
+68
|
+4%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$51.4K
|
–
|
–
|
–
|
|
|
11
|
Arax Advisory Partners
Denver,
Colorado
|
$16.2K
|
+$16.1K
|
+564
|
New
|
|
|
12
|
Virtus ETF Advisers
New York
|
$2.91K
|
-$830
|
-29
|
-22%
|
|
|
13
|
Virtus Fixed Income Advisers
Hartford,
Connecticut
|
$1.5K
|
-$286
|
-10
|
-16%
|
|
|
14
|
Fidelity Investments
Boston,
Massachusetts
|
$29
|
+$29
|
+1
|
New
|
|
