|
1
|
Gradient Investments
Arden Hills,
Minnesota
|
$20.1M
|
+$4.71M
|
+169,059
|
+21%
|
|
|
2
|
Nuveen
Charlotte,
North Carolina
|
$8.01M
|
-$139K
|
-5,000
|
-1%
|
|
|
3
|
TAP Consulting
Kirkwood,
Missouri
|
$2.01M
|
+$2.65M
|
+95,203
|
New
|
|
|
4
|
Tower Research Capital (TRC)
New York
|
$1.94M
|
+$2.38M
|
+85,502
|
+1,275%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.78M
|
+$183K
|
+6,562
|
+8%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$716K
|
+$3.43K
|
+123
|
+0.4%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$606K
|
-$92.7K
|
-3,325
|
-10%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$448K
|
+$3.18K
|
+114
|
+0.5%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$421K
|
+$170K
|
+6,082
|
+44%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$186K
|
+$245K
|
+8,802
|
New
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$36K
|
+$47.3K
|
+1,695
|
New
|
|
|
12
|
US Bancorp
Minneapolis,
Minnesota
|
$35K
|
+$26K
|
+931
|
+127%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13K
|
–
|
–
|
–
|
|
|
14
|
LifePlan Financial Group
Dayton,
Ohio
|
$10K
|
–
|
–
|
–
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$5K
|
-$167
|
-6
|
-2%
|
|
|
16
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2K
|
+$2.15K
|
+77
|
New
|
|
|
17
|
Niemann Capital Management
Stateline,
Nevada
|
–
|
-$2.01M
|
-66,443
|
Closed
|
|
|
18
|
RVW Wealth
Los Angeles,
California
|
–
|
-$1.25M
|
-41,274
|
Closed
|
|
|
19
|
V Wealth Advisors
Overland Park,
Kansas
|
–
|
-$602K
|
-19,574
|
Closed
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$585K
|
-19,338
|
Closed
|
|
|
21
|
WT Wealth Management
Scottsdale,
Arizona
|
–
|
-$397K
|
-13,155
|
Closed
|
|
|
22
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$14K
|
-476
|
Closed
|
|
