|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.35M
|
+$222K
|
+6,954
|
+20%
|
|
|
2
|
Legacy Private Trust
Neenah,
Wisconsin
|
$928K
|
+$7.79K
|
+244
|
+0.9%
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$815K
|
+$291K
|
+9,094
|
+57%
|
|
|
4
|
Cetera Advisors
Denver,
Colorado
|
$686K
|
-$31.9K
|
-1,000
|
-5%
|
|
|
5
|
Old Mission Capital
Chicago,
Illinois
|
$662K
|
-$266K
|
-8,325
|
-29%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$476K
|
+$185K
|
+5,791
|
+65%
|
|
|
7
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$347K
|
–
|
–
|
–
|
|
|
8
|
TRUADVICE
Sarasota,
Florida
|
$315K
|
–
|
–
|
–
|
|
|
9
|
Echo Wealth Management
Plymouth,
Minnesota
|
$246K
|
+$243K
|
+7,595
|
New
|
|
|
10
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$212K
|
–
|
–
|
–
|
|
|
11
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$60K
|
+$59.4K
|
+1,858
|
New
|
|
|
12
|
Archer Investment Corporation
Carmel,
Indiana
|
$34K
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$3K
|
+$2.94K
|
+92
|
New
|
|
|
14
|
WealthPLAN Partners
Omaha,
Nebraska
|
–
|
-$11.7M
|
-364,942
|
Closed
|
|
|
15
|
Prospera Financial Services
Dallas,
Texas
|
–
|
-$16K
|
-500
|
Closed
|
|
