|
1
|
Gradient Investments
Arden Hills,
Minnesota
|
$55.9M
|
+$4.47M
|
+87,563
|
+9%
|
|
|
2
|
Beam Wealth Advisors
Covington,
Louisiana
|
$14.1M
|
+$1.17M
|
+22,905
|
+9%
|
|
|
3
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$7.8M
|
+$7.82M
|
+153,279
|
New
|
|
|
4
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$5.21M
|
+$2.84M
|
+55,711
|
+120%
|
|
|
5
|
Mattson Financial Services
Kentwood,
Michigan
|
$4.33M
|
+$537K
|
+10,522
|
+14%
|
|
|
6
|
Brown Financial Advisors
Milford,
Ohio
|
$3.12M
|
+$17.3K
|
+340
|
+0.6%
|
|
|
7
|
Paladin Wealth
Arden Hills,
Minnesota
|
$2M
|
+$134K
|
+2,625
|
+7%
|
|
|
8
|
Flow Traders U.S.
New York
|
$1.45M
|
-$394K
|
-7,720
|
-21%
|
|
|
9
|
Atomi Financial Group
New York
|
$725K
|
+$726K
|
+14,237
|
New
|
|
|
10
|
Safe Harbor Wealth Advisors
Dublin,
Ohio
|
$664K
|
+$661K
|
+12,967
|
New
|
|
|
11
|
Naples Global Advisors
Naples,
Florida
|
$527K
|
+$121K
|
+2,375
|
+30%
|
|
|
12
|
Csenge Advisory Group
Clearwater,
Florida
|
$361K
|
+$361K
|
+7,085
|
New
|
|
|
13
|
Basso Capital Management
Stamford,
Connecticut
|
$280K
|
+$102K
|
+2,000
|
+57%
|
|
|
14
|
A4 Wealth Advisors
Huntersville,
North Carolina
|
$253K
|
-$136K
|
-2,673
|
-35%
|
|
|
15
|
|
$245K
|
-$1.19M
|
-23,357
|
-83%
|
|
|
16
|
Harbour Investments
Madison,
Wisconsin
|
$50.7K
|
+$50.7K
|
+995
|
New
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.75K
|
+$5.3K
|
+104
|
+1,156%
|
|
|
18
|
|
$1.78K
|
-$4.64K
|
-91
|
-72%
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$51
|
+$51
|
+1
|
New
|
|
|
20
|
Focus Partners Wealth
Boston,
Massachusetts
|
–
|
-$631M
|
-3,380,343
|
Closed
|
|
|
21
|
|
–
|
-$2.71K
|
-53
|
Closed
|
|
|
22
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$260
|
-5
|
Closed
|
|
