|
1
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$7.41M
|
+$24.9K
|
+684
|
+0.3%
|
|
|
2
|
JGP Wealth Management
Bend,
Oregon
|
$5.52M
|
+$123K
|
+3,376
|
+2%
|
|
|
3
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$4.44M
|
+$607K
|
+16,636
|
+16%
|
|
|
4
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$3.11M
|
+$3.15M
|
+86,394
|
New
|
|
|
5
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.07M
|
-$54.7K
|
-1,500
|
-5%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$979K
|
+$342K
|
+9,388
|
+52%
|
|
|
7
|
IFC Advisors
Los Angeles,
California
|
$727K
|
+$501K
|
+13,740
|
+209%
|
|
|
8
|
Sierra Capital
Miami,
Florida
|
$643K
|
+$22.8K
|
+626
|
+4%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$598K
|
+$7.44K
|
+204
|
+1%
|
|
|
10
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$517K
|
–
|
–
|
–
|
|
|
11
|
Old Mission Capital
Chicago,
Illinois
|
$505K
|
+$307K
|
+8,428
|
+149%
|
|
|
12
|
Matisse Capital
Portland,
Oregon
|
$419K
|
–
|
–
|
–
|
|
|
13
|
Round Rock Advisors
Wilton,
Connecticut
|
$417K
|
–
|
–
|
–
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$408K
|
+$112K
|
+3,067
|
+37%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$293K
|
-$293K
|
-8,022
|
-49%
|
|
|
16
|
Welch Financial Planning
Boulder,
Colorado
|
$258K
|
+$263K
|
+7,200
|
New
|
|
|
17
|
Farther Finance Advisors
San Francisco,
California
|
$71.2K
|
+$9.52K
|
+261
|
+15%
|
|
|
18
|
Rockefeller Capital Management
New York
|
$15.3K
|
-$5.83K
|
-160
|
-27%
|
|
|
19
|
Richardson Capital Management
Menomonee Falls,
Wisconsin
|
$5.73K
|
–
|
–
|
–
|
|
|
20
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3.62K
|
–
|
–
|
–
|
|
|
21
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$71
|
+$73
|
+2
|
New
|
|
|
22
|
|
–
|
-$145
|
-4
|
Closed
|
|
