|
1
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$13.2M
|
+$11.9M
|
+398,135
|
+1,500%
|
|
|
2
|
WT Wealth Management
Scottsdale,
Arizona
|
$7.77M
|
+$718K
|
+24,032
|
+11%
|
|
|
3
|
Balance Wealth
Delaware,
Ohio
|
$2.16M
|
+$2.08M
|
+69,598
|
New
|
|
|
4
|
Ankerstar Wealth
Leander,
Texas
|
$1.62M
|
+$412K
|
+13,778
|
+36%
|
|
|
5
|
Kestra Advisory Services
Austin,
Texas
|
$1.27M
|
+$1.23M
|
+41,002
|
New
|
|
|
6
|
Mather Group
Chicago,
Illinois
|
$1.17M
|
+$1.13M
|
+37,692
|
New
|
|
|
7
|
Delta Investment Management
San Francisco,
California
|
$860K
|
+$321K
|
+10,749
|
+63%
|
|
|
8
|
Holistic Planning
Nacogdoches,
Texas
|
$426K
|
+$411K
|
+13,744
|
New
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$316K
|
+$333K
|
+11,144
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$223K
|
+$168K
|
+5,627
|
+357%
|
|
|
11
|
Steward Partners Investment Advisory
New York
|
$112K
|
+$108K
|
+3,600
|
New
|
|
|
12
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$48.9K
|
+$47.2K
|
+1,578
|
New
|
|
|
13
|
NewEdge Advisors
New Orleans,
Louisiana
|
$12.4K
|
+$12K
|
+400
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12K
|
+$11.2K
|
+375
|
New
|
|
|
15
|
Simplex Trading
Chicago,
Illinois
|
$7.75K
|
+$7.47K
|
+250
|
New
|
|
|
16
|
Hollencrest Capital Management
Newport Beach,
California
|
$6.2K
|
+$5.98K
|
+200
|
New
|
|
|
17
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$3.1K
|
+$2.99K
|
+100
|
New
|
|
|
18
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$2.76K
|
+$2.99K
|
+100
|
New
|
|
|
19
|
Wolff Wiese Magana
Carslbad,
California
|
$2.42K
|
+$2.33K
|
+78
|
New
|
|
|
20
|
|
–
|
-$2.42M
|
-99,876
|
Closed
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
–
|
-$315K
|
-13,009
|
Closed
|
|
|
22
|
BNP Paribas Financial Markets
Paris,
France
|
–
|
-$24
|
-1
|
Closed
|
|
