|
1
|
Old Mission Capital
Chicago,
Illinois
|
$2.79M
|
-$756K
|
-12,418
|
-21%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.12M
|
-$1.78M
|
-29,208
|
-44%
|
|
|
3
|
GTS Securities
Miami,
Florida
|
$1.81M
|
+$1.9M
|
+31,255
|
New
|
|
|
4
|
|
$1.41M
|
+$484K
|
+7,947
|
+46%
|
|
|
5
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.33M
|
-$2.68K
|
-44
|
-0.2%
|
|
|
6
|
Daiwa Securities Group
Tokyo,
Japan
|
$942K
|
+$43.2K
|
+710
|
+5%
|
|
|
7
|
Values Added Financial
Washington,
District of Columbia
|
$935K
|
-$16.4K
|
-269
|
-2%
|
|
|
8
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$727K
|
+$54.8K
|
+900
|
+8%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$723K
|
+$52.4K
|
+861
|
+7%
|
|
|
10
|
Beta Wealth Group
San Diego,
California
|
$497K
|
-$39.9K
|
-655
|
-7%
|
|
|
11
|
Merit Financial Group
Alpharetta,
Georgia
|
$467K
|
-$166K
|
-2,725
|
-25%
|
|
|
12
|
Integrity Advisory Solutions
Dallas,
Texas
|
$440K
|
+$10.6K
|
+174
|
+2%
|
|
|
13
|
One Wealth Advisors
San Francisco,
California
|
$430K
|
-$9.13K
|
-150
|
-2%
|
|
|
14
|
Jones Financial Companies
Des Peres,
Missouri
|
$425K
|
+$177K
|
+2,909
|
+63%
|
|
|
15
|
Pathstone Holdings
Englewood,
New Jersey
|
$424K
|
-$34.9K
|
-574
|
-7%
|
|
|
16
|
MGO One Seven
Beachwood,
Ohio
|
$346K
|
+$364K
|
+5,973
|
New
|
|
|
17
|
|
$343K
|
+$6.03K
|
+99
|
+2%
|
|
|
18
|
Waterford Advisors
Orchard Park,
New York
|
$300K
|
+$755K
|
+12,406
|
New
|
|
|
19
|
Ariadne Wealth Management
Santa Barbara,
California
|
$279K
|
–
|
–
|
–
|
|
|
20
|
Pathfinder Wealth Consulting
Wilmington,
North Carolina
|
$275K
|
–
|
–
|
–
|
|
|
21
|
Aries Wealth Management
Portland,
Maine
|
$268K
|
+$4.26K
|
+70
|
+2%
|
|
|
22
|
Aprio Wealth Management
Atlanta,
Georgia
|
$233K
|
+$1.52K
|
+25
|
+0.6%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$215K
|
-$48.1K
|
-790
|
-18%
|
|
|
24
|
Farther Finance Advisors
San Francisco,
California
|
$193K
|
+$14.5K
|
+238
|
+8%
|
|
|
25
|
|
$130K
|
+$20.1K
|
+331
|
+17%
|
|
