|
1
|
MGO One Seven
Beachwood,
Ohio
|
$4.67M
|
+$4.67M
|
+236,278
|
New
|
|
|
2
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.32M
|
+$2.02M
|
+102,048
|
+670%
|
|
|
3
|
Calamos Advisors
Naperville,
Illinois
|
$737K
|
+$34.6K
|
+1,751
|
+5%
|
|
|
4
|
|
$664K
|
-$429K
|
-21,712
|
-39%
|
|
|
5
|
IFP Advisors
Tampa,
Florida
|
$379K
|
+$19.8K
|
+1,000
|
+6%
|
|
|
6
|
Titleist Asset Management
San Antonio,
Texas
|
$356K
|
-$7.75K
|
-392
|
-2%
|
|
|
7
|
3EDGE Asset Management
Naples,
Florida
|
$261K
|
-$183K
|
-9,240
|
-41%
|
|
|
8
|
Diligent Investors
Redlands,
California
|
$218K
|
–
|
–
|
–
|
|
|
9
|
NewEdge Advisors
New Orleans,
Louisiana
|
$198K
|
–
|
–
|
–
|
|
|
10
|
Truvestments Capital
Sarasota,
Florida
|
$87.6K
|
–
|
–
|
–
|
|
|
11
|
Ankerstar Wealth
Leander,
Texas
|
$58.4K
|
-$7.79K
|
-394
|
-12%
|
|
|
12
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$37.7K
|
+$3.58K
|
+181
|
+10%
|
|
|
13
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$20.2K
|
–
|
–
|
–
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
$16.8K
|
–
|
–
|
–
|
|
|
15
|
NBZ Investment Advisors
Knoxville,
Tennessee
|
$16K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$9.35K
|
+$9.35K
|
+473
|
New
|
|
|
17
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$7.91K
|
+$7.91K
|
+400
|
New
|
|
|
18
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
–
|
-$250K
|
-12,061
|
Closed
|
|
|
19
|
Evexia Wealth
Stevens Point,
Wisconsin
|
–
|
-$224K
|
-10,573
|
Closed
|
|
|
20
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$218K
|
-10,488
|
Closed
|
|
|
21
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
–
|
-$74.2K
|
-3,576
|
Closed
|
|
|
22
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
–
|
-$35.8K
|
-1,726
|
Closed
|
|
|
23
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$11.5K
|
-554
|
Closed
|
|
