|
1
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$2.58M
|
+$975K
|
+12,727
|
+61%
|
|
|
2
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$2.43M
|
+$77K
|
+1,006
|
+3%
|
|
|
3
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$2.27M
|
+$2.28M
|
+29,743
|
New
|
|
|
4
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.45M
|
+$23.1K
|
+302
|
+2%
|
|
|
5
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.44M
|
+$532K
|
+6,950
|
+59%
|
|
|
6
|
Mills Wealth Advisors
Southlake,
Texas
|
$1.39M
|
+$538K
|
+7,022
|
+63%
|
|
|
7
|
North Star Investment Management
Chicago,
Illinois
|
$1.23M
|
+$770K
|
+10,053
|
+168%
|
|
|
8
|
American Investment Services
Great Barrington,
Massachusetts
|
$1.09M
|
+$1.09M
|
+14,236
|
New
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.01M
|
+$1.02M
|
+13,261
|
New
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$884K
|
+$884K
|
+11,538
|
New
|
|
|
11
|
Prospera Financial Services
Dallas,
Texas
|
$838K
|
–
|
–
|
–
|
|
|
12
|
AQR Capital Management
Greenwich,
Connecticut
|
$768K
|
+$769K
|
+10,044
|
New
|
|
|
13
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$692K
|
+$388K
|
+5,067
|
+127%
|
|
|
14
|
|
$559K
|
+$560K
|
+7,311
|
New
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$511K
|
-$13.8K
|
-180
|
-3%
|
|
|
16
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$390K
|
+$391K
|
+5,100
|
New
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$273K
|
+$273K
|
+3,570
|
New
|
|
|
18
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$266K
|
+$209K
|
+2,726
|
+356%
|
|
|
19
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$250K
|
+$251K
|
+3,275
|
New
|
|
|
20
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$250K
|
+$250K
|
+3,265
|
New
|
|
|
21
|
LPL Financial
San Diego,
California
|
$237K
|
+$238K
|
+3,105
|
New
|
|
|
22
|
Concord Wealth Partners
Abingdon,
Virginia
|
$231K
|
+$3.68K
|
+48
|
+2%
|
|
|
23
|
Gutierrez Wealth Advisory
Little Rock,
Arkansas
|
$223K
|
+$223K
|
+2,910
|
New
|
|
|
24
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$51.1K
|
+$51.2K
|
+668
|
New
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12K
|
-$101K
|
-1,321
|
-89%
|
|
