|
1
|
Black Swift Group
Boulder,
Colorado
|
$11.7M
|
+$11.5M
|
+516,260
|
New
|
|
|
2
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.95M
|
+$1.93M
|
+86,455
|
New
|
|
|
3
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.07M
|
+$1.06M
|
+47,504
|
New
|
|
|
4
|
Cresset Asset Management
Chicago,
Illinois
|
$1M
|
+$995K
|
+44,500
|
New
|
|
|
5
|
Mather Group
Chicago,
Illinois
|
$910K
|
+$602K
|
+26,924
|
+201%
|
|
|
6
|
Refined Wealth Management
Salt Lake City,
Utah
|
$780K
|
+$430K
|
+19,216
|
+125%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$664K
|
+$658K
|
+29,400
|
New
|
|
|
8
|
MLP3 LLC
Linwood,
New Jersey
|
$592K
|
+$587K
|
+26,242
|
New
|
|
|
9
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$506K
|
+$2.66K
|
+119
|
+0.5%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$489K
|
+$485K
|
+21,683
|
New
|
|
|
11
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$238K
|
+$236K
|
+10,540
|
New
|
|
|
12
|
McHugh Group
Bratenahl,
Ohio
|
$226K
|
–
|
–
|
–
|
|
|
13
|
Madison Wealth Partners
Madison,
Wisconsin
|
$221K
|
–
|
–
|
–
|
|
|
14
|
Corient Private Wealth
Miami,
Florida
|
$215K
|
–
|
–
|
–
|
|
|
15
|
AE Wealth Management
Topeka,
Kansas
|
$138K
|
+$137K
|
+6,112
|
New
|
|
|
16
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$113K
|
+$55.9K
|
+2,500
|
+100%
|
|
|
17
|
Financial Perspectives
Minneapolis,
Minnesota
|
$55.2K
|
–
|
–
|
–
|
|
|
18
|
POM Investment Strategies
Raleigh,
North Carolina
|
$24.5K
|
-$134K
|
-6,012
|
-85%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$23.8K
|
+$23.6K
|
+1,056
|
New
|
|
|
20
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$20.3K
|
+$15.4K
|
+688
|
+328%
|
|
|
21
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$15.8K
|
+$15.7K
|
+700
|
New
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.2K
|
–
|
–
|
–
|
|
|
23
|
Global Retirement Partners
San Rafael,
California
|
$1.69K
|
+$1.68K
|
+75
|
New
|
|
|
24
|
|
–
|
-$341K
|
-15,400
|
Closed
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
–
|
-$245K
|
-11,079
|
Closed
|
|
