|
1
|
Prosperity Wealth Management
San Ramon,
California
|
$449K
|
+$443K
|
+14,960
|
New
|
|
|
2
|
Flow Traders U.S.
New York
|
$246K
|
+$242K
|
+8,185
|
New
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$221K
|
–
|
–
|
–
|
|
|
4
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$211K
|
+$85.2K
|
+2,877
|
+70%
|
|
|
5
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$48K
|
+$49.5K
|
+1,671
|
New
|
|
|
6
|
WR Wealth Planners
Columbia,
Missouri
|
$6K
|
+$5.92K
|
+200
|
New
|
|
|
7
|
Hollencrest Capital Management
Newport Beach,
California
|
$5.31K
|
–
|
–
|
–
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3K
|
+$2.81K
|
+95
|
New
|
|
|
9
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.51K
|
+$1.45K
|
+49
|
New
|
|
|
10
|
Harbour Investments
Madison,
Wisconsin
|
$303
|
–
|
–
|
–
|
|
|
11
|
Rise Advisors
Rochester,
New York
|
$303
|
–
|
–
|
–
|
|
|
12
|
Allworth Financial
Folsom,
California
|
$4
|
–
|
–
|
–
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$280K
|
-9,255
|
Closed
|
|
|
14
|
Concord Wealth Partners
Abingdon,
Virginia
|
–
|
-$10.7K
|
-355
|
Closed
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
-$1K
|
-24
|
Closed
|
|
