|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.77M
|
+$353K
|
+7,797
|
+4%
|
|
|
2
|
|
$2.33M
|
–
|
–
|
–
|
|
|
3
|
Patten & Patten
Chattanooga,
Tennessee
|
$1.04M
|
+$1.01M
|
+22,297
|
New
|
|
|
4
|
XML Financial
Bethesda,
Maryland
|
$700K
|
+$681K
|
+15,034
|
New
|
|
|
5
|
MGO One Seven
Beachwood,
Ohio
|
$561K
|
+$25.2K
|
+555
|
+5%
|
|
|
6
|
Semus Wealth Partners
Boca Raton,
Florida
|
$480K
|
+$467K
|
+10,310
|
New
|
|
|
7
|
Private Wealth Partners
Mill Valley,
California
|
$466K
|
+$453K
|
+10,000
|
New
|
|
|
8
|
Delta Investment Management
San Francisco,
California
|
$424K
|
+$412K
|
+9,096
|
New
|
|
|
9
|
Moors & Cabot
Boston,
Massachusetts
|
$420K
|
–
|
–
|
–
|
|
|
10
|
High Net Worth Advisory Group
Naples,
Florida
|
$326K
|
+$45.3K
|
+1,000
|
+17%
|
|
|
11
|
Avior Wealth Management
Omaha,
Nebraska
|
$80.3K
|
+$78.2K
|
+1,725
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$49.8K
|
+$48.5K
|
+1,070
|
New
|
|
|
13
|
Iron Horse Wealth Management
Johston,
Iowa
|
$9.31K
|
–
|
–
|
–
|
|
|
14
|
Rothschild Investment LLC
Chicago,
Illinois
|
$9.31K
|
+$9.06K
|
+200
|
New
|
|
|
15
|
Glassman Wealth Services
Vienna,
Virginia
|
$7.68K
|
+$7.48K
|
+165
|
New
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$1.31M
|
-30,000
|
Closed
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$617K
|
-14,083
|
Closed
|
|
