|
1
|
Old Mission Capital
Chicago,
Illinois
|
$2.25M
|
+$2.21M
|
+28,122
|
New
|
|
|
2
|
Claris Financial
Glen Allen,
Virginia
|
$1.56M
|
+$1.54M
|
+19,530
|
New
|
|
|
3
|
|
$1.41M
|
+$1.38M
|
+17,550
|
New
|
|
|
4
|
Belpointe Asset Management
Reno,
Nevada
|
$1.23M
|
+$522K
|
+6,635
|
+76%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$592K
|
+$356K
|
+4,522
|
+158%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$577K
|
+$124K
|
+1,577
|
+28%
|
|
|
7
|
Brookwood Investment Group
Phoenix,
Arizona
|
$547K
|
-$1.31M
|
-16,637
|
-71%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$372K
|
+$365K
|
+4,647
|
New
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$371K
|
+$365K
|
+4,635
|
New
|
|
|
10
|
Avantax Advisory Services
Dallas,
Texas
|
$269K
|
-$14K
|
-178
|
-5%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$250K
|
–
|
–
|
–
|
|
|
12
|
Eastern Bank
Boston,
Massachusetts
|
$249K
|
–
|
–
|
–
|
|
|
13
|
LPL Financial
San Diego,
California
|
$201K
|
+$197K
|
+2,509
|
New
|
|
|
14
|
City State Bank
Norwalk,
Iowa
|
$9.61K
|
+$4.72K
|
+60
|
+100%
|
|
|
15
|
|
$6.41K
|
+$6.29K
|
+80
|
New
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.08K
|
+$4.01K
|
+51
|
New
|
|
|
17
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$3.3K
|
+$3.22K
|
+41
|
New
|
|
|
18
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$1.84K
|
+$1.81K
|
+23
|
New
|
|
|
19
|
Vision Financial Markets
Stamford,
Connecticut
|
$801
|
–
|
–
|
–
|
|
|
20
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$34
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$2
|
-$79
|
-1
|
Closed
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$1.38M
|
-16,823
|
Closed
|
|
|
23
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
–
|
-$564K
|
-6,859
|
Closed
|
|
|
24
|
|
–
|
-$229K
|
-2,791
|
Closed
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$218K
|
-2,650
|
Closed
|
|
