|
1
|
Merkkuri Wealth Advisors
Hicksville,
New York
|
$1.9M
|
+$156K
|
+6,685
|
+9%
|
|
|
2
|
Tradewinds LLC
Raleigh,
North Carolina
|
$1.9M
|
+$1.81M
|
+77,514
|
New
|
|
|
3
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$1.55M
|
+$25.4K
|
+1,090
|
+2%
|
|
|
4
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.07M
|
+$945K
|
+40,547
|
New
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.05M
|
+$998K
|
+42,820
|
New
|
|
|
6
|
|
$770K
|
-$89.4K
|
-3,834
|
-11%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$597K
|
-$5.6M
|
-240,239
|
-91%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$481K
|
+$458K
|
+19,626
|
New
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$359K
|
+$342K
|
+14,651
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$353K
|
-$104K
|
-4,459
|
-24%
|
|
|
11
|
MML Investors Services
Springfield,
Massachusetts
|
$352K
|
-$211K
|
-9,039
|
-39%
|
|
|
12
|
L.J. Altfest & Co
New York
|
$297K
|
-$9.34M
|
-400,663
|
-97%
|
|
|
13
|
Integrity Wealth Solutions
Denver,
Colorado
|
$280K
|
+$74K
|
+3,173
|
+38%
|
|
|
14
|
Farther Finance Advisors
San Francisco,
California
|
$52.9K
|
-$31.7K
|
-1,360
|
-39%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$367
|
+$350
|
+15
|
New
|
|
|
16
|
Bridge Generations Wealth Management
South Miami,
Florida
|
$245
|
–
|
–
|
–
|
|
|
17
|
|
$52
|
–
|
–
|
–
|
|
|
18
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
–
|
-$1.01M
|
-41,621
|
Closed
|
|
|
19
|
|
–
|
-$487K
|
-20,000
|
Closed
|
|
|
20
|
Principal Securities
Des Moines,
Iowa
|
–
|
-$125K
|
-5,670
|
Closed
|
|
