|
1
|
L.J. Altfest & Co
New York
|
$10M
|
+$350K
|
+14,863
|
+4%
|
|
|
2
|
Old Mission Capital
Chicago,
Illinois
|
$6.44M
|
+$3.71M
|
+157,690
|
+147%
|
|
|
3
|
Merkkuri Wealth Advisors
Hicksville,
New York
|
$1.72M
|
+$1.67M
|
+70,829
|
New
|
|
|
4
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$1.51M
|
+$303K
|
+12,875
|
+26%
|
|
|
5
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$1.01M
|
-$8.73M
|
-370,769
|
-90%
|
|
|
6
|
|
$859K
|
+$228K
|
+9,686
|
+38%
|
|
|
7
|
MML Investors Services
Springfield,
Massachusetts
|
$570K
|
+$71.8K
|
+3,050
|
+15%
|
|
|
8
|
|
$487K
|
+$193K
|
+8,201
|
+70%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$460K
|
+$149K
|
+6,320
|
+50%
|
|
|
10
|
Integrity Wealth Solutions
Denver,
Colorado
|
$201K
|
+$195K
|
+8,270
|
New
|
|
|
11
|
Principal Securities
Des Moines,
Iowa
|
$125K
|
–
|
–
|
–
|
|
|
12
|
Farther Finance Advisors
San Francisco,
California
|
$86K
|
–
|
–
|
–
|
|
|
13
|
Bridge Generations Wealth Management
South Miami,
Florida
|
$244
|
–
|
–
|
–
|
|
|
14
|
|
$52
|
+$24
|
+1
|
+100%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.4M
|
-63,312
|
Closed
|
|
|
16
|
Flow Traders U.S.
New York
|
–
|
-$372K
|
-16,880
|
Closed
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$123K
|
-5,560
|
Closed
|
|
