|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$631M
|
+$172M
|
+3,380,343
|
New
|
|
|
2
|
Gradient Investments
Arden Hills,
Minnesota
|
$51.6M
|
+$2.75M
|
+54,162
|
+6%
|
|
|
3
|
Beam Wealth Advisors
Covington,
Louisiana
|
$12.9M
|
+$12.9M
|
+253,474
|
New
|
|
|
4
|
Mattson Financial Services
Kentwood,
Michigan
|
$3.8M
|
+$126K
|
+2,487
|
+3%
|
|
|
5
|
Brown Financial Advisors
Milford,
Ohio
|
$3.11M
|
+$103K
|
+2,022
|
+3%
|
|
|
6
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$2.38M
|
+$167K
|
+3,295
|
+8%
|
|
|
7
|
Paladin Wealth
Arden Hills,
Minnesota
|
$1.87M
|
+$121K
|
+2,393
|
+7%
|
|
|
8
|
Flow Traders U.S.
New York
|
$1.85M
|
+$1.84M
|
+36,280
|
New
|
|
|
9
|
|
$1.44M
|
+$1.02M
|
+20,032
|
+246%
|
|
|
10
|
Naples Global Advisors
Naples,
Florida
|
$407K
|
+$405K
|
+7,975
|
New
|
|
|
11
|
A4 Wealth Advisors
Huntersville,
North Carolina
|
$390K
|
+$388K
|
+7,636
|
New
|
|
|
12
|
Basso Capital Management
Stamford,
Connecticut
|
$179K
|
+$101K
|
+2,000
|
+133%
|
|
|
13
|
|
$6.43K
|
+$4.62K
|
+91
|
+260%
|
|
|
14
|
|
$2.71K
|
+$2.69K
|
+53
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$459
|
–
|
–
|
–
|
|
|
16
|
AE Wealth Management
Topeka,
Kansas
|
$260
|
-$1.52K
|
-30
|
-86%
|
|
|
17
|
Allworth Financial
Folsom,
California
|
–
|
-$7.2K
|
-142
|
Closed
|
|
