|
1
|
Concentrum Wealth Management
San Jose,
California
|
$1.58M
|
-$1.46M
|
-45,809
|
-48%
|
|
|
2
|
IMC Chicago
Chicago,
Illinois
|
$1.36M
|
+$1.35M
|
+42,309
|
New
|
|
|
3
|
Old Mission Capital
Chicago,
Illinois
|
$753K
|
-$47.7K
|
-1,492
|
-6%
|
|
|
4
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$684K
|
–
|
–
|
–
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$452K
|
-$117K
|
-3,648
|
-21%
|
|
|
6
|
Precedent Wealth Partners
Houston,
Texas
|
$380K
|
–
|
–
|
–
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$354K
|
+$352K
|
+11,000
|
New
|
|
|
8
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$322K
|
-$256K
|
-8,000
|
-44%
|
|
|
9
|
Harbour Investments
Madison,
Wisconsin
|
$313K
|
-$53.2K
|
-1,666
|
-15%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$253K
|
-$72.7K
|
-2,274
|
-22%
|
|
|
11
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$208K
|
–
|
–
|
–
|
|
|
12
|
Barclays
London,
United Kingdom
|
$161K
|
+$35.6K
|
+1,113
|
+29%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$149K
|
+$147K
|
+4,613
|
New
|
|
|
14
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$104K
|
–
|
–
|
–
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$104K
|
–
|
–
|
–
|
|
|
16
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$74.4K
|
–
|
–
|
–
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$65.9K
|
-$17.9K
|
-561
|
-22%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$62.7K
|
+$62.2K
|
+1,947
|
New
|
|
|
19
|
CX Institutional
Auburn,
Indiana
|
$31K
|
+$30.8K
|
+964
|
New
|
|
|
20
|
Triumph Capital Management
Denver,
Colorado
|
$24.1K
|
+$24K
|
+750
|
New
|
|
|
21
|
Farther Finance Advisors
San Francisco,
California
|
$1.22K
|
–
|
–
|
–
|
|
|
22
|
Maia Wealth
Denver,
Colorado
|
–
|
-$2.9M
|
-90,817
|
Closed
|
|
|
23
|
|
–
|
-$749K
|
-23,550
|
Closed
|
|
|
24
|
Crown Wealth Group
Charlotte,
North Carolina
|
–
|
-$258K
|
-8,100
|
Closed
|
|
|
25
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
–
|
-$57.2K
|
-1,800
|
Closed
|
|
