|
1
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$3M
|
+$2.97M
|
+143,747
|
New
|
|
|
2
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$1.82M
|
+$428K
|
+20,681
|
+31%
|
|
|
3
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.27M
|
+$505K
|
+24,395
|
+67%
|
|
|
4
|
Old Mission Capital
Chicago,
Illinois
|
$696K
|
+$691K
|
+33,384
|
New
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$564K
|
-$76K
|
-3,671
|
-12%
|
|
|
6
|
Claro Advisors
Boston,
Massachusetts
|
$542K
|
+$538K
|
+26,008
|
New
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$424K
|
+$421K
|
+20,350
|
New
|
|
|
8
|
Precedent Wealth Partners
Houston,
Texas
|
$281K
|
+$279K
|
+13,467
|
New
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$273K
|
+$271K
|
+13,082
|
New
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$257K
|
-$51.7K
|
-2,500
|
-17%
|
|
|
11
|
NewEdge Advisors
New Orleans,
Louisiana
|
$219K
|
+$218K
|
+10,524
|
New
|
|
|
12
|
|
$95K
|
+$94.3K
|
+4,555
|
New
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
–
|
-$270K
|
-13,136
|
Closed
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
–
|
-$3.92K
|
-191
|
Closed
|
|
