|
1
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$5.42M
|
+$3.24M
|
+111,119
|
+153%
|
|
|
2
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$2.07M
|
-$34.4K
|
-1,178
|
-2%
|
|
|
3
|
Beck Capital Management
Austin,
Texas
|
$1.96M
|
-$53.9K
|
-1,845
|
-3%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$1.76M
|
+$1.35M
|
+46,171
|
+340%
|
|
|
5
|
Old Mission Capital
Chicago,
Illinois
|
$1.16M
|
+$911K
|
+31,183
|
+379%
|
|
|
6
|
IFP Advisors
Tampa,
Florida
|
$996K
|
+$11.8K
|
+404
|
+1%
|
|
|
7
|
Avantax Advisory Services
Dallas,
Texas
|
$984K
|
+$975K
|
+33,403
|
New
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$918K
|
-$20K
|
-685
|
-2%
|
|
|
9
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$631K
|
–
|
–
|
–
|
|
|
10
|
Berkshire Money Management
Dalton,
Massachusetts
|
$448K
|
-$23M
|
-788,925
|
-98%
|
|
|
11
|
Arax Advisory Partners
Denver,
Colorado
|
$234K
|
–
|
–
|
–
|
|
|
12
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$222K
|
+$220K
|
+7,540
|
New
|
|
|
13
|
|
$221K
|
+$219K
|
+7,492
|
New
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$210K
|
–
|
–
|
–
|
|
|
15
|
Weaver Consulting Group
Huntington Beach,
California
|
$100K
|
–
|
–
|
–
|
|
|
16
|
Eudaimonia Partners
Winchester,
Tennessee
|
$99K
|
-$2.92K
|
-100
|
-3%
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$47K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$17K
|
+$17.2K
|
+590
|
New
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1K
|
+$905
|
+31
|
New
|
|
|
20
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$548K
|
-19,509
|
Closed
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$381K
|
-13,556
|
Closed
|
|
|
22
|
Lincoln National Corp
Radnor,
Pennsylvania
|
–
|
-$347K
|
-12,346
|
Closed
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$286K
|
-10,175
|
Closed
|
|
|
24
|
Cetera Advisor Networks
El Segundo,
California
|
–
|
-$94K
|
-3,328
|
Closed
|
|
