|
1
|
Compass Advisory Group
Melville,
New York
|
$10.5M
|
+$10.4M
|
+393,089
|
New
|
|
|
2
|
Personal CFO Solutions
Chester,
New Jersey
|
$8.34M
|
+$8.31M
|
+313,557
|
New
|
|
|
3
|
Tradition Wealth Management
Edina,
Minnesota
|
$2.07M
|
-$770K
|
-29,042
|
-27%
|
|
|
4
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$1.19M
|
-$67.9K
|
-2,560
|
-5%
|
|
|
5
|
Old Mission Capital
Chicago,
Illinois
|
$669K
|
+$314K
|
+11,831
|
+89%
|
|
|
6
|
Cetera Advisors
Denver,
Colorado
|
$490K
|
+$276K
|
+10,426
|
+130%
|
|
|
7
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$435K
|
+$69.5K
|
+2,622
|
+19%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$374K
|
-$60.6K
|
-2,285
|
-14%
|
|
|
9
|
Avantax Advisory Services
Dallas,
Texas
|
$319K
|
+$320K
|
+12,068
|
New
|
|
|
10
|
BCS Wealth Management
Johnson City,
Tennessee
|
$299K
|
+$298K
|
+11,254
|
New
|
|
|
11
|
TFO Wealth Partners
Maumee,
Ohio
|
$144K
|
–
|
–
|
–
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$117K
|
+$18.8K
|
+710
|
+19%
|
|
|
13
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$85K
|
+$84.5K
|
+3,187
|
New
|
|
|
14
|
Harbour Investments
Madison,
Wisconsin
|
$26K
|
–
|
–
|
–
|
|
|
15
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$13K
|
-$199K
|
-7,500
|
-94%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$777K
|
-29,380
|
Closed
|
|
|
17
|
Sunbelt Securities
Houston,
Texas
|
–
|
-$474K
|
-17,915
|
Closed
|
|
|
18
|
Cetera Advisor Networks
El Segundo,
California
|
–
|
-$468K
|
-17,716
|
Closed
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
–
|
-$31K
|
-1,160
|
Closed
|
|
|
20
|
Eudaimonia Partners
Winchester,
Tennessee
|
–
|
-$8K
|
-300
|
Closed
|
|
|
21
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
–
|
-$5K
|
-176
|
Closed
|
|
