|
1
|
|
$8.42M
|
–
|
–
|
–
|
|
|
2
|
MAI Capital Management
Independence,
Ohio
|
$5.37M
|
-$51.2K
|
-2,456
|
-1%
|
|
|
3
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.55M
|
-$6.82M
|
-327,443
|
-66%
|
|
|
4
|
Stapp Wealth Management
Olympia,
Washington
|
$2.73M
|
+$33.8K
|
+1,622
|
+1%
|
|
|
5
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.37M
|
-$83.6K
|
-4,013
|
-3%
|
|
|
6
|
Hilltop Holdings
Dallas,
Texas
|
$2M
|
–
|
–
|
–
|
|
|
7
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$1.82M
|
+$6.06K
|
+291
|
+0.3%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.53M
|
+$18.9K
|
+907
|
+1%
|
|
|
9
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$1.38M
|
+$474K
|
+22,765
|
+53%
|
|
|
10
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$1.03M
|
-$281K
|
-13,468
|
-22%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$909K
|
+$903K
|
+43,343
|
New
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$564K
|
-$1.77K
|
-85
|
-0.3%
|
|
|
13
|
|
$274K
|
-$549K
|
-26,366
|
-67%
|
|
|
14
|
Professional Financial Advisors
North Platte,
Nebraska
|
$227K
|
-$6.69K
|
-321
|
-3%
|
|
|
15
|
Mather Group
Chicago,
Illinois
|
$38K
|
-$4.68M
|
-224,603
|
-99%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
–
|
-$469K
|
-22,585
|
Closed
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
–
|
-$7.76K
|
-374
|
Closed
|
|
