|
1
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$6.59M
|
-$534K
|
-13,892
|
-7%
|
|
|
2
|
McGrath & Associates
Asheville,
North Carolina
|
$2.31M
|
+$2.4M
|
+62,358
|
New
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.2M
|
+$1.63M
|
+42,360
|
+250%
|
|
|
4
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$1.47M
|
+$1.52M
|
+39,550
|
New
|
|
|
5
|
Worth Asset Management
Dallas,
Texas
|
$817K
|
+$214K
|
+5,566
|
+34%
|
|
|
6
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$776K
|
+$804K
|
+20,926
|
New
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$608K
|
+$15.3K
|
+397
|
+2%
|
|
|
8
|
XY Planning Network
Bozeman,
Montana
|
$430K
|
+$445K
|
+11,587
|
New
|
|
|
9
|
M Wealth Management LLC
San Diego,
California
|
$342K
|
+$354K
|
+9,210
|
New
|
|
|
10
|
Fermata Advisors
Sonoma,
California
|
$319K
|
+$331K
|
+8,608
|
New
|
|
|
11
|
NewEdge Advisors
New Orleans,
Louisiana
|
$122K
|
+$126K
|
+3,291
|
New
|
|
|
12
|
Simplex Trading
Chicago,
Illinois
|
$90K
|
+$94.2K
|
+2,452
|
New
|
|
|
13
|
MAI Capital Management
Independence,
Ohio
|
$4.67K
|
+$4.84K
|
+126
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.71K
|
-$1.42K
|
-37
|
-27%
|
|
|
15
|
|
$58
|
–
|
–
|
–
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
$37
|
+$38
|
+1
|
New
|
|
|
17
|
|
–
|
-$1.21M
|
-31,321
|
Closed
|
|
|
18
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
–
|
-$521K
|
-13,443
|
Closed
|
|
