|
1
|
Old Mission Capital
Chicago,
Illinois
|
$5.07M
|
+$3.17M
|
+104,864
|
+205%
|
|
|
2
|
JGP Wealth Management
Bend,
Oregon
|
$4.93M
|
+$15.6K
|
+514
|
+0.3%
|
|
|
3
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$2.57M
|
+$258K
|
+8,537
|
+12%
|
|
|
4
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$2.53M
|
+$2.35M
|
+77,695
|
New
|
|
|
5
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.23M
|
+$1.14M
|
+37,795
|
New
|
|
|
6
|
Sierra Capital
Miami,
Florida
|
$563K
|
–
|
–
|
–
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$526K
|
+$341K
|
+11,265
|
+229%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$504K
|
+$469K
|
+15,501
|
New
|
|
|
9
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$469K
|
–
|
–
|
–
|
|
|
10
|
Matisse Capital
Portland,
Oregon
|
$380K
|
–
|
–
|
–
|
|
|
11
|
Round Rock Advisors
Wilton,
Connecticut
|
$378K
|
-$162K
|
-5,360
|
-32%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$348K
|
-$13.7M
|
-451,248
|
-98%
|
|
|
13
|
Farther Finance Advisors
San Francisco,
California
|
$104K
|
+$3.12K
|
+103
|
+3%
|
|
|
14
|
Richardson Capital Management
Menomonee Falls,
Wisconsin
|
$5.2K
|
–
|
–
|
–
|
|
|
15
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3.28K
|
–
|
–
|
–
|
|
|
16
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
–
|
-$50.4K
|
-5,598,210
|
Closed
|
|
|
17
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
–
|
-$8.14M
|
-277,800
|
Closed
|
|
|
18
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
–
|
-$507K
|
-17,300
|
Closed
|
|
|
19
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
–
|
-$33.1K
|
-1,130
|
Closed
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
–
|
-$10.4K
|
-355
|
Closed
|
|
|
21
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
–
|
-$4.13K
|
-141
|
Closed
|
|
|
22
|
Mattson Financial Services
Kentwood,
Michigan
|
–
|
-$821
|
-28
|
Closed
|
|
