|
1
|
Macro Advisors
York,
Pennsylvania
|
$8.85M
|
+$8.88M
|
+425,119
|
New
|
|
|
2
|
Precedent Wealth Partners
Houston,
Texas
|
$6.98M
|
+$6.73M
|
+321,985
|
+2,391%
|
|
|
3
|
Western Wealth Management
Golden,
Colorado
|
$2.07M
|
+$2.08M
|
+99,620
|
New
|
|
|
4
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.3M
|
+$38.6K
|
+1,846
|
+3%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.14M
|
+$577K
|
+27,608
|
+102%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$953K
|
+$956K
|
+45,770
|
New
|
|
|
7
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$910K
|
-$2.09M
|
-100,063
|
-70%
|
|
|
8
|
Claro Advisors
Boston,
Massachusetts
|
$678K
|
+$136K
|
+6,532
|
+25%
|
|
|
9
|
Encompass More Asset Management
Danville,
California
|
$676K
|
+$678K
|
+32,469
|
New
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$502K
|
+$78.4K
|
+3,750
|
+18%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$402K
|
+$130K
|
+6,218
|
+48%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$311K
|
+$312K
|
+14,935
|
New
|
|
|
13
|
NewEdge Advisors
New Orleans,
Louisiana
|
$275K
|
+$55.9K
|
+2,675
|
+25%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$257K
|
–
|
–
|
–
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$221K
|
+$221K
|
+10,595
|
New
|
|
|
16
|
IFG Advisory
Atlanta,
Georgia
|
$134K
|
+$135K
|
+6,450
|
New
|
|
|
17
|
Harbour Investments
Madison,
Wisconsin
|
$8.95K
|
+$8.98K
|
+430
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$4.39K
|
+$4.41K
|
+211
|
New
|
|
|
19
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$696K
|
-33,384
|
Closed
|
|
|
20
|
|
–
|
-$95K
|
-4,555
|
Closed
|
|
