|
1
|
Personal CFO Solutions
Chester,
New Jersey
|
$3.41M
|
+$3.39M
|
+127,052
|
New
|
|
|
2
|
Corrado Advisors
Ramsey,
New Jersey
|
$1.59M
|
+$997K
|
+37,316
|
+171%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.22M
|
-$174K
|
-6,515
|
-13%
|
|
|
4
|
Old Mission Capital
Chicago,
Illinois
|
$1.06M
|
+$1.06M
|
+39,700
|
New
|
|
|
5
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.02M
|
+$1.04M
|
+38,952
|
New
|
|
|
6
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$708K
|
–
|
–
|
–
|
|
|
7
|
Tradition Wealth Management
Edina,
Minnesota
|
$628K
|
-$298K
|
-11,141
|
-32%
|
|
|
8
|
InterOcean Capital Group
Nashville,
Tennessee
|
$266K
|
–
|
–
|
–
|
|
|
9
|
Strategic Blueprint
Atlanta,
Georgia
|
$101K
|
+$101K
|
+3,764
|
New
|
|
|
10
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$30K
|
+$29.8K
|
+1,117
|
New
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$28K
|
-$44.3K
|
-1,659
|
-62%
|
|
|
12
|
Next Financial Group
Houston,
Texas
|
$12K
|
–
|
–
|
–
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$802K
|
-30,122
|
Closed
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
–
|
-$493K
|
-18,528
|
Closed
|
|
|
15
|
Soltis Investment Advisors
St. George,
Utah
|
–
|
-$283K
|
-10,640
|
Closed
|
|
