|
1
|
JGP Wealth Management
Bend,
Oregon
|
$7.55M
|
+$93.3K
|
+2,167
|
+1%
|
|
|
2
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$6.91M
|
-$2.7M
|
-62,781
|
-29%
|
|
|
3
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$5.26M
|
+$14.5K
|
+336
|
+0.3%
|
|
|
4
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$3.95M
|
+$111K
|
+2,575
|
+3%
|
|
|
5
|
Old Mission Capital
Chicago,
Illinois
|
$3.23M
|
+$2.63M
|
+61,224
|
+600%
|
|
|
6
|
IFC Advisors
Los Angeles,
California
|
$2.94M
|
+$684K
|
+15,889
|
+32%
|
|
|
7
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.57M
|
+$185K
|
+4,300
|
+14%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.42M
|
+$7.79K
|
+181
|
+0.6%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.07M
|
+$579K
|
+13,452
|
+131%
|
|
|
10
|
Sierra Capital
Miami,
Florida
|
$813K
|
–
|
–
|
–
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$658K
|
+$181K
|
+4,205
|
+41%
|
|
|
12
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$639K
|
-$13.9K
|
-323
|
-2%
|
|
|
13
|
|
$638K
|
+$606K
|
+14,092
|
New
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$597K
|
+$76.5K
|
+1,777
|
+16%
|
|
|
15
|
Matisse Capital
Portland,
Oregon
|
$530K
|
–
|
–
|
–
|
|
|
16
|
Round Rock Advisors
Wilton,
Connecticut
|
$526K
|
-$990
|
-23
|
-0.2%
|
|
|
17
|
EJMK Ventures
Itasca,
Illinois
|
$287K
|
+$273K
|
+6,339
|
New
|
|
|
18
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$254K
|
-$3.31K
|
-77
|
-1%
|
|
|
19
|
Farther Finance Advisors
San Francisco,
California
|
$66.5K
|
-$18.5K
|
-430
|
-23%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$29.8K
|
+$23.9K
|
+556
|
+545%
|
|
|
21
|
Richardson Capital Management
Menomonee Falls,
Wisconsin
|
$7.24K
|
–
|
–
|
–
|
|
|
22
|
Millstone Evans Group
Boulder,
Colorado
|
$5.97K
|
–
|
–
|
–
|
|
|
23
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$4.52K
|
–
|
–
|
–
|
|
|
24
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3.48K
|
-$1.03K
|
-24
|
-24%
|
|
|
25
|
|
$49
|
+$43
|
+1
|
New
|
|
