|
1
|
Mission Wealth Management
Santa Barbara,
California
|
$1.4M
|
-$452K
|
-10,570
|
-24%
|
|
|
2
|
Fulcrum Equity Management
Plano,
Texas
|
$1.38M
|
-$77.9K
|
-1,820
|
-5%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$869K
|
+$651K
|
+15,220
|
+264%
|
|
|
4
|
Sequoia Financial Advisors
Akron,
Ohio
|
$720K
|
+$744K
|
+17,379
|
New
|
|
|
5
|
Farther Finance Advisors
San Francisco,
California
|
$628K
|
+$278K
|
+6,497
|
+75%
|
|
|
6
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$511K
|
-$197K
|
-4,610
|
-27%
|
|
|
7
|
Legacy Capital Group California
Los Gatos,
California
|
$484K
|
-$37.1K
|
-866
|
-7%
|
|
|
8
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$389K
|
+$1.97K
|
+46
|
+0.6%
|
|
|
9
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$332K
|
–
|
–
|
–
|
|
|
10
|
Kaizen Financial Strategies
Campbell,
California
|
$277K
|
-$128K
|
-2,997
|
-31%
|
|
|
11
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$274K
|
+$25.7K
|
+600
|
+10%
|
|
|
12
|
CIBC World Market
Toronto,
Ontario, Canada
|
$242K
|
+$250K
|
+5,834
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$232K
|
-$284K
|
-6,647
|
-54%
|
|
|
14
|
Laidlaw Wealth Management
New York City,
New York
|
$227K
|
+$32.7K
|
+765
|
+16%
|
|
|
15
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$203K
|
+$64.2K
|
+1,501
|
+44%
|
|
|
16
|
Tower Research Capital (TRC)
New York
|
$168K
|
-$358K
|
-8,359
|
-67%
|
|
|
17
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$160K
|
+$86
|
+2
|
+0.1%
|
|
|
18
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$144K
|
–
|
–
|
–
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$78.1K
|
-$2.78K
|
-65
|
-3%
|
|
|
20
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$67K
|
–
|
–
|
–
|
|
|
21
|
Pacific Center for Financial Services
San Ramon,
California
|
$40.5K
|
–
|
–
|
–
|
|
|
22
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$37.2K
|
-$428
|
-10
|
-1%
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
$22.3K
|
+$23K
|
+538
|
New
|
|
|
24
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$7.21K
|
+$7.45K
|
+174
|
New
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.46K
|
-$138K
|
-3,234
|
-95%
|
|
