|
1
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
$1.57M
|
+$1.61M
|
+64,316
|
New
|
|
|
2
|
Truist Financial
Charlotte,
North Carolina
|
$1.08M
|
+$411K
|
+16,473
|
+56%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.04M
|
+$455K
|
+18,220
|
+70%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$900K
|
+$755K
|
+30,216
|
+375%
|
|
|
5
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$612K
|
+$650K
|
+26,019
|
New
|
|
|
6
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$604K
|
+$641K
|
+25,646
|
New
|
|
|
7
|
Wolverine Trading
Chicago,
Illinois
|
$385K
|
-$485K
|
-19,431
|
-55%
|
|
|
8
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$352K
|
+$20K
|
+800
|
+6%
|
|
|
9
|
Cambridge Advisors
Omaha,
Nebraska
|
$347K
|
+$368K
|
+14,740
|
New
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$55K
|
+$58.4K
|
+2,339
|
New
|
|
|
11
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1K
|
+$1.12K
|
+45
|
New
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$219K
|
-8,127
|
Closed
|
|
|
13
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
–
|
-$37K
|
-1,370
|
Closed
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
–
|
-$5K
|
-188
|
Closed
|
|
