|
1
|
Trilogy Capital
Irvine,
California
|
$16.5M
|
-$427K
|
-15,936
|
-3%
|
|
|
2
|
Kestra Advisory Services
Austin,
Texas
|
$1.06M
|
+$173K
|
+6,447
|
+20%
|
|
|
3
|
Old Mission Capital
Chicago,
Illinois
|
$716K
|
-$1.02M
|
-37,974
|
-59%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$208K
|
+$201K
|
+7,505
|
New
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$108K
|
+$2.65K
|
+99
|
+3%
|
|
|
6
|
IFP Advisors
Tampa,
Florida
|
$52.6K
|
+$643
|
+24
|
+1%
|
|
|
7
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$39.1K
|
–
|
–
|
–
|
|
|
8
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$20K
|
+$107
|
+4
|
+0.6%
|
|
|
9
|
Principal Securities
Des Moines,
Iowa
|
$5.95K
|
–
|
–
|
–
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.88K
|
+$1.82K
|
+68
|
New
|
|
|
11
|
|
$1.58K
|
+$1.53K
|
+57
|
New
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$55
|
+$27
|
+1
|
+100%
|
|
|
13
|
|
–
|
-$1.67M
|
-63,432
|
Closed
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$355K
|
-13,500
|
Closed
|
|
|
15
|
Norris Financial Group
Greenville,
South Carolina
|
–
|
-$301K
|
-11,453
|
Closed
|
|
|
16
|
|
–
|
-$28
|
-1
|
Closed
|
|
