|
1
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$626M
|
+$359M
|
+4,710,224
|
+135%
|
|
|
2
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$15.6M
|
+$5.29M
|
+69,337
|
+51%
|
|
|
3
|
CGN Advisors
Manhattan,
Kansas
|
$7.23M
|
+$1.8M
|
+23,647
|
+33%
|
|
|
4
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$7.09M
|
+$2M
|
+26,241
|
+39%
|
|
|
5
|
TD Capital Management
Memphis,
Tennessee
|
$6.24M
|
+$6.23M
|
+81,727
|
New
|
|
|
6
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$4.6M
|
+$919K
|
+12,058
|
+25%
|
|
|
7
|
Entruity Wealth
Bakersfield,
California
|
$4.6M
|
+$4.59M
|
+60,268
|
New
|
|
|
8
|
Bell Bank
Fargo,
North Dakota
|
$4.24M
|
+$4.23M
|
+55,494
|
New
|
|
|
9
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.43M
|
-$846K
|
-11,104
|
-20%
|
|
|
10
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$3.11M
|
+$154K
|
+2,015
|
+5%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.03M
|
+$604K
|
+7,930
|
+43%
|
|
|
12
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$1.67M
|
-$418K
|
-5,487
|
-20%
|
|
|
13
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.62M
|
+$15.2K
|
+200
|
+1%
|
|
|
14
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.62M
|
+$73K
|
+958
|
+5%
|
|
|
15
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$1.26M
|
+$430K
|
+5,638
|
+52%
|
|
|
16
|
North Star Investment Management
Chicago,
Illinois
|
$1.24M
|
-$44.6K
|
-585
|
-3%
|
|
|
17
|
Mills Wealth Advisors
Southlake,
Texas
|
$1.11M
|
-$214K
|
-2,805
|
-16%
|
|
|
18
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$1.09M
|
+$1.09M
|
+14,337
|
New
|
|
|
19
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$1.06M
|
+$251K
|
+3,287
|
+31%
|
|
|
20
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$992K
|
–
|
–
|
–
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$942K
|
+$200K
|
+2,629
|
+27%
|
|
|
22
|
American Investment Services
Great Barrington,
Massachusetts
|
$909K
|
+$82.3K
|
+1,079
|
+10%
|
|
|
23
|
Englebert Financial Advisers
Allentown,
Pennsylvania
|
$909K
|
-$378K
|
-4,957
|
-29%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$908K
|
-$100K
|
-1,310
|
-10%
|
|
|
25
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$878K
|
+$534K
|
+7,000
|
+156%
|
|
