|
1
|
Hantz Financial Services
Southfield,
Michigan
|
$167M
|
+$23.8M
|
+816,925
|
+17%
|
|
|
2
|
TownSquare Capital
Provo,
Utah
|
$11.1M
|
+$1.61M
|
+55,384
|
+18%
|
|
|
3
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$3.37M
|
-$20.1K
|
-691
|
-0.6%
|
|
|
4
|
MGO One Seven
Beachwood,
Ohio
|
$2.21M
|
+$2.15M
|
+73,970
|
New
|
|
|
5
|
Portside Wealth Group
Provo,
Utah
|
$1.71M
|
+$341K
|
+11,708
|
+26%
|
|
|
6
|
Diversify Advisory Services
Sandy,
Utah
|
$1.48M
|
+$21.8K
|
+749
|
+2%
|
|
|
7
|
Congress Asset Management
Boston,
Massachusetts
|
$1.2M
|
–
|
–
|
–
|
|
|
8
|
|
$880K
|
+$586K
|
+20,126
|
+217%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$598K
|
+$582K
|
+20,000
|
New
|
|
|
10
|
Congress Wealth Management
Boston,
Massachusetts
|
$579K
|
+$164K
|
+5,641
|
+41%
|
|
|
11
|
Old Mission Capital
Chicago,
Illinois
|
$497K
|
+$134K
|
+4,596
|
+38%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$146K
|
–
|
–
|
–
|
|
|
13
|
|
$59.6K
|
+$58K
|
+1,993
|
New
|
|
|
14
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$40.7K
|
+$39.7K
|
+1,362
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$3.26K
|
-$21.6K
|
-741
|
-87%
|
|
|
16
|
Frazier Financial Advisors
Columbus,
Ohio
|
$1.17K
|
–
|
–
|
–
|
|
|
17
|
|
–
|
-$743K
|
-25,939
|
Closed
|
|
|
18
|
Financial Network Wealth Advisors
Murray,
Utah
|
–
|
-$660K
|
-23,047
|
Closed
|
|
|
19
|
Diversify Wealth Management
Sandy,
Utah
|
–
|
-$200K
|
-7,175
|
Closed
|
|
|
20
|
Farther Finance Advisors
San Francisco,
California
|
–
|
-$26.4K
|
-930
|
Closed
|
|
