|
1
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$5.1M
|
+$1.57M
|
+15,858
|
+45%
|
|
|
2
|
Old Mission Capital
Chicago,
Illinois
|
$3.06M
|
+$3.06M
|
+30,813
|
New
|
|
|
3
|
FLC Capital Advisors
Palm Desert,
California
|
$1.66M
|
+$1.66M
|
+16,746
|
New
|
|
|
4
|
Financial Management Network
Mission Viejo,
California
|
$1.13M
|
+$1.12M
|
+11,299
|
New
|
|
|
5
|
|
$775K
|
-$1.12M
|
-11,239
|
-59%
|
|
|
6
|
Values Added Financial
Washington,
District of Columbia
|
$725K
|
+$724K
|
+7,298
|
New
|
|
|
7
|
Joel Isaacson & Co
New York
|
$698K
|
+$697K
|
+7,021
|
New
|
|
|
8
|
Opes Wealth Management
Menlo Park,
California
|
$562K
|
+$561K
|
+5,650
|
New
|
|
|
9
|
Beacon Pointe Advisors
Newport Beach,
California
|
$549K
|
+$548K
|
+5,522
|
New
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$497K
|
-$1.99M
|
-20,000
|
-80%
|
|
|
11
|
Bridgewealth Advisory Group
Fresno,
California
|
$488K
|
+$488K
|
+4,914
|
New
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$354K
|
+$35.8K
|
+361
|
+11%
|
|
|
13
|
Keystone Wealth Services
Palm Desert,
California
|
$349K
|
+$349K
|
+3,515
|
New
|
|
|
14
|
Blume Capital Management
Berkeley,
California
|
$348K
|
–
|
–
|
–
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$338K
|
+$338K
|
+3,405
|
New
|
|
|
16
|
JDM Financial Group
Austin,
Texas
|
$301K
|
+$301K
|
+3,031
|
New
|
|
|
17
|
NewEdge Advisors
New Orleans,
Louisiana
|
$283K
|
+$282K
|
+2,845
|
New
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$267K
|
+$266K
|
+2,684
|
New
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$256K
|
+$255K
|
+2,573
|
New
|
|
|
20
|
TPG Advisors
Northfield,
Illinois
|
$249K
|
+$248K
|
+2,502
|
New
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$208K
|
+$205K
|
+2,068
|
+8,617%
|
|
|
22
|
Sweeney & Michel
Chico,
California
|
$201K
|
+$200K
|
+2,016
|
New
|
|
|
23
|
CVA Family Office
Denver,
Colorado
|
$31.8K
|
+$31.8K
|
+320
|
New
|
|
|
24
|
Financial Connections Group
Corte Madera,
California
|
$10K
|
+$10.2K
|
+103
|
New
|
|
|
25
|
Bell Investment Advisors
Oakland,
California
|
$6.87K
|
+$6.85K
|
+69
|
New
|
|
