|
1
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$181M
|
+$4.66M
|
+162,344
|
+3%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$4.26M
|
–
|
–
|
–
|
|
|
3
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$3.78M
|
–
|
–
|
–
|
|
|
4
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$1.84M
|
–
|
–
|
–
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$1.58M
|
–
|
–
|
–
|
|
|
6
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$1.36M
|
+$874K
|
+30,422
|
+191%
|
|
|
7
|
London & Capital Asset Management
London,
United Kingdom
|
$1.35M
|
+$625K
|
+21,744
|
+90%
|
|
|
8
|
Wedbush Securities
Los Angeles,
California
|
$954K
|
+$188K
|
+6,535
|
+25%
|
|
|
9
|
Insight Advisors
Newtown,
Pennsylvania
|
$667K
|
+$216K
|
+7,504
|
+49%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$380K
|
+$373K
|
+12,984
|
New
|
|
|
11
|
|
$285K
|
-$223K
|
-7,753
|
-44%
|
|
|
12
|
|
$245K
|
-$45.2K
|
-1,572
|
-16%
|
|
|
13
|
Avion Wealth
The Woodlands,
Texas
|
$162K
|
–
|
–
|
–
|
|
|
14
|
Larson Financial Group
St Louis,
Missouri
|
$35.2K
|
+$34.5K
|
+1,200
|
New
|
|
|
15
|
Farther Finance Advisors
San Francisco,
California
|
$20.1K
|
+$19.7K
|
+685
|
New
|
|
|
16
|
BFC Planning, Inc.
Cedar Rapids,
Iowa
|
$12.7K
|
+$12.5K
|
+435
|
New
|
|
|
17
|
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Cedar Rapids,
Iowa
|
$12.7K
|
+$12.5K
|
+435
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
–
|
-$15.7K
|
-579
|
Closed
|
|
