|
1
|
|
$2.96M
|
-$345K
|
-16,254
|
-11%
|
|
|
2
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$2.07M
|
+$2.04M
|
+95,780
|
New
|
|
|
3
|
|
$1.72M
|
+$1.14M
|
+53,529
|
+207%
|
|
|
4
|
|
$1.34M
|
+$1.31M
|
+61,849
|
New
|
|
|
5
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.15M
|
+$274K
|
+12,879
|
+31%
|
|
|
6
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$1.15M
|
+$1.15M
|
+54,225
|
New
|
|
|
7
|
Cetera Advisors
Denver,
Colorado
|
$684K
|
+$9.24K
|
+435
|
+1%
|
|
|
8
|
F3Logic
Burnsville,
Minnesota
|
$351K
|
+$342K
|
+16,100
|
New
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$335K
|
+$106K
|
+5,000
|
+48%
|
|
|
10
|
CreativeOne Wealth
Overland Park,
Kansas
|
$329K
|
+$323K
|
+15,200
|
New
|
|
|
11
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$91K
|
+$89.2K
|
+4,200
|
New
|
|
|
12
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$60K
|
+$32.7K
|
+1,539
|
+123%
|
|
|
13
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$60K
|
+$59.2K
|
+2,786
|
New
|
|
|
14
|
Prospera Financial Services
Dallas,
Texas
|
$50K
|
+$48.7K
|
+2,290
|
New
|
|
|
15
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$43K
|
–
|
–
|
–
|
|
|
16
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$38.9K
|
–
|
–
|
–
|
|
|
17
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$25K
|
–
|
–
|
–
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$24K
|
+$14.9K
|
+700
|
+175%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4K
|
+$4K
|
+188
|
New
|
|
|
20
|
UMB Bank
Kansas City,
Missouri
|
–
|
-$375K
|
-17,669
|
Closed
|
|
|
21
|
PFS Partners
Mine Hill,
New Jersey
|
–
|
-$18.6K
|
-875
|
Closed
|
|
|
22
|
Eaton Vance Management
Boston,
Massachusetts
|
–
|
-$4K
|
-201
|
Closed
|
|
|
23
|
Snowden Capital Advisors
New York
|
–
|
-$2K
|
-100
|
Closed
|
|
