|
1
|
Concentrum Wealth Management
San Jose,
California
|
$1.11M
|
-$470K
|
-14,531
|
-30%
|
|
|
2
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$686K
|
–
|
–
|
–
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$441K
|
-$12.5K
|
-387
|
-3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$355K
|
–
|
–
|
–
|
|
|
5
|
Precedent Wealth Partners
Houston,
Texas
|
$352K
|
-$29.2K
|
-904
|
-8%
|
|
|
6
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$323K
|
–
|
–
|
–
|
|
|
7
|
Harbour Investments
Madison,
Wisconsin
|
$313K
|
–
|
–
|
–
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$281K
|
-$474K
|
-14,679
|
-63%
|
|
|
9
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$209K
|
–
|
–
|
–
|
|
|
10
|
Barclays
London,
United Kingdom
|
$162K
|
–
|
–
|
–
|
|
|
11
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$104K
|
–
|
–
|
–
|
|
|
12
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$104K
|
+$104K
|
+3,231
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$104K
|
–
|
–
|
–
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$66K
|
–
|
–
|
–
|
|
|
15
|
Advisory Services Network
Atlanta,
Georgia
|
$50.9K
|
+$50.9K
|
+1,576
|
New
|
|
|
16
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$45.9K
|
-$28.8K
|
-890
|
-39%
|
|
|
17
|
CX Institutional
Auburn,
Indiana
|
$31K
|
–
|
–
|
–
|
|
|
18
|
Triumph Capital Management
Denver,
Colorado
|
$24.2K
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$20.8K
|
-$42.1K
|
-1,303
|
-67%
|
|
|
20
|
IMC Chicago
Chicago,
Illinois
|
–
|
-$1.36M
|
-42,309
|
Closed
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$253K
|
-7,861
|
Closed
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$149K
|
-4,613
|
Closed
|
|
|
23
|
Farther Finance Advisors
San Francisco,
California
|
–
|
-$1.22K
|
-38
|
Closed
|
|
