|
1
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$22.2M
|
+$8.23M
|
+109,163
|
+59%
|
|
|
2
|
|
$4.28M
|
-$156K
|
-2,064
|
-4%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$2.41M
|
+$1.02M
|
+13,491
|
+73%
|
|
|
4
|
Avalon Capital Management
Port Of Redwood City,
California
|
$2.17M
|
-$2.3M
|
-30,491
|
-52%
|
|
|
5
|
North Capital
Salt Lake City,
Utah
|
$1.98M
|
+$977K
|
+12,958
|
+98%
|
|
|
6
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$1.64M
|
+$1.27M
|
+16,831
|
+341%
|
|
|
7
|
Boston Family Office
Boston,
Massachusetts
|
$1.48M
|
+$1.48M
|
+19,569
|
New
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.28M
|
+$1.27M
|
+16,900
|
New
|
|
|
9
|
Sierra Capital
Miami,
Florida
|
$1.22M
|
+$1.22M
|
+16,202
|
New
|
|
|
10
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$1.18M
|
+$1.18M
|
+15,685
|
New
|
|
|
11
|
Keystone Wealth Services
Palm Desert,
California
|
$1.14M
|
+$1.14M
|
+15,079
|
New
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$996K
|
+$994K
|
+13,181
|
New
|
|
|
13
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$975K
|
+$916K
|
+12,156
|
+1,599%
|
|
|
14
|
Old Mission Capital
Chicago,
Illinois
|
$936K
|
+$934K
|
+12,395
|
New
|
|
|
15
|
Farther Finance Advisors
San Francisco,
California
|
$933K
|
+$931K
|
+12,348
|
New
|
|
|
16
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$846K
|
+$844K
|
+11,195
|
New
|
|
|
17
|
United Capital Financial Advisors
Irving,
Texas
|
$786K
|
+$784K
|
+10,400
|
New
|
|
|
18
|
|
$680K
|
+$678K
|
+9,000
|
New
|
|
|
19
|
Bridgewealth Advisory Group
Fresno,
California
|
$604K
|
+$111K
|
+1,471
|
+23%
|
|
|
20
|
Manuka Financial
Richmond,
Virginia
|
$493K
|
+$492K
|
+6,530
|
New
|
|
|
21
|
Planning Center Inc
Moline,
Illinois
|
$465K
|
+$249K
|
+3,307
|
+116%
|
|
|
22
|
Wealthquest
Cincinnati,
Ohio
|
$459K
|
+$217K
|
+2,882
|
+90%
|
|
|
23
|
Orser Capital Management
Southlake,
Texas
|
$385K
|
+$384K
|
+5,100
|
New
|
|
|
24
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$377K
|
+$377K
|
+5,000
|
New
|
|
|
25
|
Burton Enright Welch
Walnut Creek,
California
|
$308K
|
+$307K
|
+4,073
|
New
|
|
