|
1
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$5.14M
|
+$1.38M
|
+70,541
|
+35%
|
|
|
2
|
|
$2.99M
|
+$2.72M
|
+139,481
|
+784%
|
|
|
3
|
WealthPLAN Partners
Omaha,
Nebraska
|
$2.73M
|
-$66.9K
|
-3,430
|
-2%
|
|
|
4
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$1.89M
|
+$1.94M
|
+99,425
|
New
|
|
|
5
|
MML Investors Services
Springfield,
Massachusetts
|
$1.33M
|
+$916K
|
+46,975
|
+204%
|
|
|
6
|
IFP Advisors
Tampa,
Florida
|
$821K
|
-$358K
|
-18,350
|
-30%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$740K
|
+$473K
|
+24,253
|
+166%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$637K
|
+$653K
|
+33,465
|
New
|
|
|
9
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$595K
|
+$609K
|
+31,239
|
New
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$535K
|
+$548K
|
+28,096
|
New
|
|
|
11
|
L.J. Altfest & Co
New York
|
$458K
|
-$12M
|
-615,864
|
-96%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$341K
|
+$334K
|
+17,100
|
New
|
|
|
13
|
Flow Traders U.S.
New York
|
$237K
|
+$243K
|
+12,475
|
New
|
|
|
14
|
Focus Partners Wealth
Boston,
Massachusetts
|
$231K
|
+$237K
|
+12,128
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$93.6K
|
+$95.9K
|
+4,918
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$34.3K
|
+$4.29K
|
+220
|
+14%
|
|
|
17
|
Advisory Services Network
Atlanta,
Georgia
|
$267
|
+$273
|
+14
|
New
|
|
|
18
|
Choate Investment Advisors
Boston,
Massachusetts
|
–
|
-$1.17M
|
-57,010
|
Closed
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$22.8K
|
-1,110
|
Closed
|
|
