|
1
|
Prospera Financial Services
Dallas,
Texas
|
$5.76M
|
+$5.71M
|
+281,306
|
New
|
|
|
2
|
Integrated Advisors Network
Dallas,
Texas
|
$2.93M
|
+$2.91M
|
+143,251
|
New
|
|
|
3
|
STAR Financial Bank
Fort Wayne,
Indiana
|
$2.13M
|
+$2.11M
|
+103,880
|
New
|
|
|
4
|
First Trust Advisors
Wheaton,
Illinois
|
$1.47M
|
+$735K
|
+36,192
|
+101%
|
|
|
5
|
Farther Finance Advisors
San Francisco,
California
|
$1.16M
|
+$525K
|
+25,844
|
+84%
|
|
|
6
|
Platform Technology Partners
New York
|
$899K
|
-$64.4K
|
-3,172
|
-7%
|
|
|
7
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$661K
|
–
|
–
|
–
|
|
|
8
|
Belpointe Asset Management
Reno,
Nevada
|
$435K
|
+$30.3K
|
+1,490
|
+8%
|
|
|
9
|
Avantax Advisory Services
Dallas,
Texas
|
$353K
|
-$20.9K
|
-1,028
|
-6%
|
|
|
10
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$201K
|
+$199K
|
+9,818
|
New
|
|
|
11
|
Geneos Wealth Management
Englewood,
Colorado
|
$61.4K
|
+$30.5K
|
+1,500
|
+100%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.5K
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2.23K
|
+$2.21K
|
+109
|
New
|
|
|
14
|
|
–
|
-$2.03M
|
-100,000
|
Closed
|
|
|
15
|
|
–
|
-$1.77M
|
-86,921
|
Closed
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$697K
|
-34,275
|
Closed
|
|
|
17
|
Flow Traders U.S.
New York
|
–
|
-$447K
|
-21,947
|
Closed
|
|
|
18
|
|
–
|
-$435K
|
-21,375
|
Closed
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$407K
|
-20,000
|
Closed
|
|
