|
1
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$13.5M
|
+$11.5M
|
+389,387
|
+537%
|
|
|
2
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$8.14M
|
-$2.54M
|
-85,808
|
-24%
|
|
|
3
|
JGP Wealth Management
Bend,
Oregon
|
$4.43M
|
+$4.21M
|
+142,098
|
+1,545%
|
|
|
4
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$2.07M
|
+$847K
|
+28,614
|
+68%
|
|
|
5
|
Old Mission Capital
Chicago,
Illinois
|
$1.5M
|
-$893K
|
-30,183
|
-37%
|
|
|
6
|
Sierra Capital
Miami,
Florida
|
$508K
|
+$252K
|
+8,500
|
+96%
|
|
|
7
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$507K
|
+$189K
|
+6,400
|
+59%
|
|
|
8
|
Round Rock Advisors
Wilton,
Connecticut
|
$498K
|
–
|
–
|
–
|
|
|
9
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$438K
|
–
|
–
|
–
|
|
|
10
|
Matisse Capital
Portland,
Oregon
|
$343K
|
–
|
–
|
–
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$144K
|
+$4.56K
|
+154
|
+3%
|
|
|
12
|
Farther Finance Advisors
San Francisco,
California
|
$91.2K
|
–
|
–
|
–
|
|
|
13
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$50.4K
|
+$166M
|
+5,598,210
|
New
|
|
|
14
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$33.1K
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$10.4K
|
+$7.37K
|
+249
|
+235%
|
|
|
16
|
Richardson Capital Management
Menomonee Falls,
Wisconsin
|
$4.69K
|
+$4.74K
|
+160
|
New
|
|
|
17
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$4.13K
|
+$4.17K
|
+141
|
New
|
|
|
18
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$2.96K
|
–
|
–
|
–
|
|
|
19
|
Mattson Financial Services
Kentwood,
Michigan
|
$821
|
-$609K
|
-20,592
|
-100%
|
|
|
20
|
Gradient Investments
Arden Hills,
Minnesota
|
–
|
-$13.3M
|
-458,829
|
Closed
|
|
|
21
|
Brown Financial Advisors
Milford,
Ohio
|
–
|
-$893K
|
-30,869
|
Closed
|
|
|
22
|
Paladin Wealth
Arden Hills,
Minnesota
|
–
|
-$365K
|
-12,611
|
Closed
|
|
|
23
|
Coppell Advisory Solutions
Coppell,
Texas
|
–
|
-$6.4K
|
-220
|
Closed
|
|
