|
1
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$5.8M
|
+$1.57M
|
+41,407
|
+36%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$1.81M
|
+$157K
|
+4,145
|
+9%
|
|
|
3
|
Annandale Capital
Dallas,
Texas
|
$1.73M
|
+$644K
|
+16,982
|
New
|
|
|
4
|
|
$1.16M
|
-$1.84M
|
-48,440
|
-61%
|
|
|
5
|
Napa Wealth Management
Napa,
California
|
$1.07M
|
+$488K
|
+12,859
|
+80%
|
|
|
6
|
Venture Visionary Partners
Sylvania,
Ohio
|
$993K
|
-$714K
|
-18,814
|
-41%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$734K
|
+$12.6K
|
+333
|
+2%
|
|
|
8
|
Advisory Services Network
Atlanta,
Georgia
|
$700K
|
–
|
–
|
–
|
|
|
9
|
Avantax Advisory Services
Dallas,
Texas
|
$676K
|
+$69.9K
|
+1,843
|
+11%
|
|
|
10
|
Old Mission Capital
Chicago,
Illinois
|
$652K
|
-$461K
|
-12,156
|
-41%
|
|
|
11
|
Capital Market Strategies
Palm Beach Gardens,
Florida
|
$278K
|
+$34.4K
|
+906
|
+14%
|
|
|
12
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$272K
|
-$12.3K
|
-324
|
-4%
|
|
|
13
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$220K
|
–
|
–
|
–
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12.3K
|
+$7.59K
|
+200
|
+150%
|
|
|
15
|
ORG Wealth Partners
Dallas,
Texas
|
$12.1K
|
+$12.4K
|
+328
|
New
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.13K
|
+$493
|
+13
|
+10%
|
|
|
17
|
Toth Financial Advisory
Leesburg,
Virginia
|
$1.23K
|
–
|
–
|
–
|
|
|
18
|
ORG Partners
Roanoke,
Indiana
|
$547
|
+$76
|
+2
|
+15%
|
|
|
19
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$198
|
–
|
–
|
–
|
|
|
20
|
|
$39
|
-$38
|
-1
|
-50%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$22
|
–
|
–
|
–
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$12
|
-$16.5K
|
-436
|
Closed
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$12
|
–
|
–
|
–
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.25M
|
-32,289
|
Closed
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
–
|
-$460K
|
-11,913
|
Closed
|
|
