|
1
|
New Perspectives Inc
Ridgeland,
Mississippi
|
$72.5M
|
+$2.24M
|
+87,628
|
+3%
|
|
|
2
|
SMI Advisory Services
Columbus,
Indiana
|
$20.6M
|
+$2.26M
|
+88,437
|
+12%
|
|
|
3
|
Clear Trail Advisors
Houston,
Texas
|
$14.7M
|
+$14.9M
|
+582,927
|
New
|
|
|
4
|
PFW Advisors
Atlanta,
Georgia
|
$8.41M
|
+$8.52M
|
+332,721
|
New
|
|
|
5
|
Stapp Wealth Management
Olympia,
Washington
|
$8.12M
|
+$8.22M
|
+321,115
|
New
|
|
|
6
|
LexAurum Advisors
Overland Park,
Kansas
|
$4.88M
|
+$4.94M
|
+192,909
|
New
|
|
|
7
|
Farther Finance Advisors
San Francisco,
California
|
$4.56M
|
-$127K
|
-4,943
|
-3%
|
|
|
8
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.28M
|
+$98.9K
|
+3,862
|
+3%
|
|
|
9
|
Rainier Family Wealth
Tacoma,
Washington
|
$2.11M
|
+$1.61M
|
+63,053
|
+308%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$1.59M
|
+$1.61M
|
+62,945
|
New
|
|
|
11
|
|
$1.47M
|
+$983K
|
+38,411
|
+196%
|
|
|
12
|
Toth Financial Advisory
Leesburg,
Virginia
|
$359K
|
+$323K
|
+12,603
|
+784%
|
|
|
13
|
Trademark Financial Management
Bloomington,
Minnesota
|
$331K
|
+$335K
|
+13,094
|
New
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$322K
|
+$46.1K
|
+1,799
|
+16%
|
|
|
15
|
Brookwood Investment Group
Phoenix,
Arizona
|
$234K
|
+$237K
|
+9,257
|
New
|
|
|
16
|
|
–
|
-$314K
|
-12,301
|
Closed
|
|
