|
1
|
New Perspectives Inc
Ridgeland,
Mississippi
|
$78.4M
|
+$5.7M
|
+225,041
|
+8%
|
|
|
2
|
SMI Advisory Services
Columbus,
Indiana
|
$21.4M
|
+$791K
|
+31,189
|
+4%
|
|
|
3
|
Clear Trail Advisors
Houston,
Texas
|
$16.3M
|
+$1.53M
|
+60,480
|
+10%
|
|
|
4
|
PFW Advisors
Atlanta,
Georgia
|
$8.69M
|
+$255K
|
+10,070
|
+3%
|
|
|
5
|
Stapp Wealth Management
Olympia,
Washington
|
$8.21M
|
+$74.1K
|
+2,925
|
+0.9%
|
|
|
6
|
LexAurum Advisors
Overland Park,
Kansas
|
$6.39M
|
+$1.5M
|
+59,340
|
+31%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5.21M
|
+$5.21M
|
+205,416
|
New
|
|
|
8
|
Farther Finance Advisors
San Francisco,
California
|
$4.71M
|
+$134K
|
+5,300
|
+3%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$3.15M
|
+$1.56M
|
+61,436
|
+98%
|
|
|
10
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.06M
|
-$222K
|
-8,763
|
-7%
|
|
|
11
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.69M
|
+$2.69M
|
+106,048
|
New
|
|
|
12
|
Rainier Family Wealth
Tacoma,
Washington
|
$2.29M
|
+$172K
|
+6,779
|
+8%
|
|
|
13
|
Global Retirement Partners
San Rafael,
California
|
$1.38M
|
+$1.38M
|
+54,575
|
New
|
|
|
14
|
Toth Financial Advisory
Leesburg,
Virginia
|
$578K
|
+$218K
|
+8,584
|
+60%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$530K
|
+$530K
|
+20,906
|
New
|
|
|
16
|
Trademark Financial Management
Bloomington,
Minnesota
|
$469K
|
+$137K
|
+5,413
|
+41%
|
|
|
17
|
Morey & Quinn Wealth Partners
Omaha,
Nebraska
|
$421K
|
+$421K
|
+16,619
|
New
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$375K
|
+$51.8K
|
+2,044
|
+16%
|
|
|
19
|
Aviso Wealth Management
Bellevue,
Washington
|
$336K
|
+$336K
|
+13,238
|
New
|
|
|
20
|
Brookwood Investment Group
Phoenix,
Arizona
|
$306K
|
+$71K
|
+2,800
|
+30%
|
|
|
21
|
Flow Traders U.S.
New York
|
$298K
|
+$298K
|
+11,760
|
New
|
|
|
22
|
Eastern Bank
Boston,
Massachusetts
|
$50.7K
|
+$50.7K
|
+2,000
|
New
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$20.6K
|
+$20.6K
|
+814
|
New
|
|
|
24
|
|
–
|
-$1.47M
|
-58,011
|
Closed
|
|
