|
1
|
Kestra Private Wealth Services
Austin,
Texas
|
$5.87M
|
+$56.1K
|
+2,968
|
+1%
|
|
|
2
|
WealthPLAN Partners
Omaha,
Nebraska
|
$2.14M
|
-$10.7K
|
-568
|
-0.6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$1.16M
|
+$1.02M
|
+54,026
|
New
|
|
|
4
|
Cetera Advisors
Denver,
Colorado
|
$519K
|
-$40.4K
|
-2,138
|
-8%
|
|
|
5
|
Nomura Asset Management
Tokyo,
Japan
|
$404K
|
+$354K
|
+18,742
|
New
|
|
|
6
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$308K
|
-$66.1K
|
-3,500
|
-20%
|
|
|
7
|
Grassi Investment Management
Santa Clara,
California
|
$296K
|
-$18.9K
|
-1,000
|
-7%
|
|
|
8
|
Prospera Financial Services
Dallas,
Texas
|
$235K
|
+$3.59K
|
+190
|
+2%
|
|
|
9
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$60.4K
|
–
|
–
|
–
|
|
|
10
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$60.4K
|
–
|
–
|
–
|
|
|
11
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$43.1K
|
–
|
–
|
–
|
|
|
12
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$38.8K
|
–
|
–
|
–
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$32.5K
|
-$9.45K
|
-500
|
-25%
|
|
|
14
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$29K
|
-$29.5K
|
-1,560
|
-54%
|
|
|
15
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$26K
|
–
|
–
|
–
|
|
|
16
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$25.9K
|
+$22.7K
|
+1,200
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19K
|
-$386K
|
-20,449
|
-96%
|
|
|
18
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$14K
|
–
|
–
|
–
|
|
|
19
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$7K
|
+$6.14K
|
+325
|
New
|
|
|
20
|
PFS Partners
Mine Hill,
New Jersey
|
$4.32K
|
–
|
–
|
–
|
|
|
21
|
Harbour Investments
Madison,
Wisconsin
|
$2.5K
|
–
|
–
|
–
|
|
|
22
|
J. Arnold Wealth Management
Youngstown,
Ohio
|
–
|
-$16.6M
|
-912,106
|
Closed
|
|
|
23
|
|
–
|
-$4.57M
|
-251,559
|
Closed
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$950K
|
-52,321
|
Closed
|
|
|
25
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$270K
|
-14,851
|
Closed
|
|
