|
1
|
Symphony Financial
Houston,
Texas
|
$717K
|
+$11.8K
|
+1,066
|
+2%
|
|
|
2
|
Selective Wealth Management
Forest,
Virginia
|
$653K
|
-$26.2K
|
-2,370
|
-4%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$301K
|
+$312K
|
+28,197
|
New
|
|
|
4
|
|
$296K
|
+$163K
|
+14,703
|
+113%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$264K
|
+$44.3K
|
+4,005
|
+19%
|
|
|
6
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$202K
|
–
|
–
|
–
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$192K
|
-$553
|
-50
|
-0.3%
|
|
|
8
|
RIA Advisory Group
Des Moines,
Iowa
|
$128K
|
+$133K
|
+12,000
|
New
|
|
|
9
|
Marshall Wace
London,
United Kingdom
|
$126K
|
+$130K
|
+11,785
|
New
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$118K
|
-$69.5K
|
-6,289
|
-36%
|
|
|
11
|
|
$86.8K
|
-$406K
|
-36,763
|
-82%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$48.6K
|
–
|
–
|
–
|
|
|
13
|
SouthState Corp
Winter Haven,
Florida
|
$42.7K
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23K
|
–
|
–
|
–
|
|
|
15
|
Creekmur Asset Management
Morton,
Illinois
|
$21.7K
|
+$752
|
+68
|
+3%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$13.3K
|
–
|
–
|
–
|
|
|
17
|
PSI Advisors
Tampa,
Florida
|
$10.7K
|
–
|
–
|
–
|
|
|
18
|
US Bancorp
Minneapolis,
Minnesota
|
$10.7K
|
–
|
–
|
–
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.85K
|
+$2.21K
|
+200
|
+37%
|
|
|
20
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$7.48K
|
–
|
–
|
–
|
|
|
21
|
Barclays
London,
United Kingdom
|
$4.68K
|
+$4.84K
|
+438
|
New
|
|
|
22
|
Matthew Hamilton Rosenberg
|
$1.09K
|
–
|
–
|
–
|
|
|
23
|
Harbour Investments
Madison,
Wisconsin
|
$1.07K
|
–
|
–
|
–
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$9
|
–
|
–
|
–
|
|
|
25
|
Significant Wealth Partners
Cary,
Illinois
|
–
|
-$1.27M
|
-105,920
|
Closed
|
|
