|
1
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$266M
|
+$267M
|
+3,489,169
|
New
|
|
|
2
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$10.3M
|
+$10.3M
|
+133,987
|
+20,058%
|
|
|
3
|
CGN Advisors
Manhattan,
Kansas
|
$5.41M
|
+$5.44M
|
+71,014
|
New
|
|
|
4
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$5.09M
|
+$4.41M
|
+57,646
|
+637%
|
|
|
5
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.27M
|
+$4.29M
|
+55,970
|
New
|
|
|
6
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$3.68M
|
+$1.11M
|
+14,546
|
+43%
|
|
|
7
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$2.95M
|
+$526K
|
+6,872
|
+22%
|
|
|
8
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$2.08M
|
-$182K
|
-2,375
|
-8%
|
|
|
9
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.6M
|
+$158K
|
+2,065
|
+11%
|
|
|
10
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.54M
|
+$107K
|
+1,397
|
+7%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.42M
|
+$411K
|
+5,371
|
+41%
|
|
|
12
|
Mills Wealth Advisors
Southlake,
Texas
|
$1.32M
|
-$63.7K
|
-832
|
-5%
|
|
|
13
|
Englebert Financial Advisers
Allentown,
Pennsylvania
|
$1.29M
|
+$1.29M
|
+16,859
|
New
|
|
|
14
|
North Star Investment Management
Chicago,
Illinois
|
$1.28M
|
+$61.4K
|
+802
|
+5%
|
|
|
15
|
|
$1.13M
|
+$1.14M
|
+14,875
|
New
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$1.01M
|
+$1.01M
|
+13,199
|
New
|
|
|
17
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$991K
|
+$995K
|
+12,998
|
New
|
|
|
18
|
Prospera Financial Services
Dallas,
Texas
|
$836K
|
–
|
–
|
–
|
|
|
19
|
American Investment Services
Great Barrington,
Massachusetts
|
$826K
|
-$260K
|
-3,402
|
-24%
|
|
|
20
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$824K
|
+$827K
|
+10,802
|
New
|
|
|
21
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$804K
|
+$536K
|
+7,004
|
+201%
|
|
|
22
|
AQR Capital Management
Greenwich,
Connecticut
|
$766K
|
–
|
–
|
–
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$744K
|
-$135K
|
-1,768
|
-15%
|
|
|
24
|
|
$582K
|
+$584K
|
+7,627
|
New
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$519K
|
+$522K
|
+6,823
|
New
|
|
