|
1
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$1.19M
|
+$160K
|
+7,397
|
New
|
|
|
2
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$494K
|
+$86
|
+4
|
+0%
|
|
|
3
|
|
$341K
|
+$117K
|
+5,423
|
+54%
|
|
|
4
|
Refined Wealth Management
Salt Lake City,
Utah
|
$340K
|
+$331K
|
+15,350
|
New
|
|
|
5
|
Mather Group
Chicago,
Illinois
|
$297K
|
+$289K
|
+13,414
|
New
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$245K
|
-$96.7K
|
-4,482
|
-29%
|
|
|
7
|
McHugh Group
Bratenahl,
Ohio
|
$222K
|
–
|
–
|
–
|
|
|
8
|
Madison Wealth Partners
Madison,
Wisconsin
|
$217K
|
–
|
–
|
–
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$210K
|
+$205K
|
+9,500
|
New
|
|
|
10
|
Old Mission Capital
Chicago,
Illinois
|
$205K
|
-$111K
|
-5,143
|
-36%
|
|
|
11
|
Farther Finance Advisors
San Francisco,
California
|
$177K
|
+$1.25K
|
+58
|
+0.7%
|
|
|
12
|
POM Investment Strategies
Raleigh,
North Carolina
|
$157K
|
–
|
–
|
–
|
|
|
13
|
Family Legacy Financial Solutions
Cary,
North Carolina
|
$137K
|
+$22
|
+1
|
+0%
|
|
|
14
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$55.3K
|
+$53.9K
|
+2,500
|
New
|
|
|
15
|
Financial Perspectives
Minneapolis,
Minnesota
|
$54.2K
|
–
|
–
|
–
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.97K
|
+$4.31K
|
+200
|
+80%
|
|
|
17
|
Simplex Trading
Chicago,
Illinois
|
$5K
|
+$5.48K
|
+254
|
New
|
|
|
18
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$4.65K
|
+$4.53K
|
+210
|
New
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$399K
|
-18,812
|
Closed
|
|
|
20
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
–
|
-$224K
|
-10,540
|
Closed
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$10.2K
|
-479
|
Closed
|
|
