|
1
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$6.86M
|
+$1.73M
|
+95,337
|
+35%
|
|
|
2
|
MML Investors Services
Springfield,
Massachusetts
|
$1.75M
|
+$423K
|
+23,321
|
+33%
|
|
|
3
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$1.13M
|
-$711K
|
-39,200
|
-39%
|
|
|
4
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$669K
|
+$79K
|
+4,356
|
+14%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$463K
|
-$62.9K
|
-3,466
|
-12%
|
|
|
6
|
L.J. Altfest & Co
New York
|
$316K
|
-$131K
|
-7,246
|
-30%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$266K
|
-$448K
|
-24,680
|
-64%
|
|
|
8
|
Gratus Capital
Atlanta,
Georgia
|
$256K
|
+$248K
|
+13,640
|
New
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$117K
|
+$80.7K
|
+4,445
|
+247%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$111K
|
+$17.7K
|
+973
|
+20%
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$76.5K
|
-$237K
|
-13,033
|
-76%
|
|
|
12
|
|
$30
|
+$18
|
+1
|
New
|
|
|
13
|
|
–
|
-$2.99M
|
-157,262
|
Closed
|
|
|
14
|
WealthPLAN Partners
Omaha,
Nebraska
|
–
|
-$2.73M
|
-143,256
|
Closed
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
–
|
-$821K
|
-43,102
|
Closed
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
–
|
-$637K
|
-33,465
|
Closed
|
|
|
17
|
Flow Traders U.S.
New York
|
–
|
-$237K
|
-12,475
|
Closed
|
|
|
18
|
Focus Partners Wealth
Boston,
Massachusetts
|
–
|
-$231K
|
-12,128
|
Closed
|
|
|
19
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$267
|
-14
|
Closed
|
|
