|
1
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$8.01M
|
+$328K
|
+8,476
|
+4%
|
|
|
2
|
JGP Wealth Management
Bend,
Oregon
|
$6.12M
|
+$406K
|
+10,474
|
+7%
|
|
|
3
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$4.3M
|
-$310K
|
-8,015
|
-6%
|
|
|
4
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$3.3M
|
-$64.4K
|
-1,663
|
-2%
|
|
|
5
|
IFC Advisors
Los Angeles,
California
|
$1.82M
|
+$1.11M
|
+28,660
|
+141%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.16M
|
+$147K
|
+3,800
|
+14%
|
|
|
7
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.13M
|
+$22.4K
|
+579
|
+2%
|
|
|
8
|
Sierra Capital
Miami,
Florida
|
$667K
|
–
|
–
|
–
|
|
|
9
|
LPL Financial
San Diego,
California
|
$608K
|
-$13.1K
|
-338
|
-2%
|
|
|
10
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$536K
|
–
|
–
|
–
|
|
|
11
|
Matisse Capital
Portland,
Oregon
|
$435K
|
–
|
–
|
–
|
|
|
12
|
Round Rock Advisors
Wilton,
Connecticut
|
$432K
|
–
|
–
|
–
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$423K
|
–
|
–
|
–
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$384K
|
+$400K
|
+10,334
|
New
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$382K
|
+$81.3K
|
+2,101
|
+26%
|
|
|
16
|
Old Mission Capital
Chicago,
Illinois
|
$379K
|
-$151K
|
-3,898
|
-28%
|
|
|
17
|
Welch Financial Planning
Boulder,
Colorado
|
$267K
|
–
|
–
|
–
|
|
|
18
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$212K
|
+$221K
|
+5,695
|
New
|
|
|
19
|
Farther Finance Advisors
San Francisco,
California
|
$71.2K
|
-$3.45K
|
-89
|
-4%
|
|
|
20
|
Richardson Capital Management
Menomonee Falls,
Wisconsin
|
$5.94K
|
–
|
–
|
–
|
|
|
21
|
Millstone Evans Group
Boulder,
Colorado
|
$4.9K
|
+$5.11K
|
+132
|
New
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$3.79K
|
+$3.95K
|
+102
|
New
|
|
|
23
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3.75K
|
–
|
–
|
–
|
|
|
24
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$3.6K
|
+$3.79K
|
+98
|
+4,900%
|
|
|
25
|
Rockefeller Capital Management
New York
|
–
|
-$15.3K
|
-426
|
Closed
|
|
