|
1
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$5.04M
|
+$5.24M
|
+190,543
|
New
|
|
|
2
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$1.32M
|
+$681K
|
+24,783
|
+98%
|
|
|
3
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$1.26M
|
+$83.1K
|
+3,024
|
+7%
|
|
|
4
|
|
$988K
|
+$1.03M
|
+37,351
|
New
|
|
|
5
|
Tower Research Capital (TRC)
New York
|
$937K
|
-$219K
|
-7,973
|
-18%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$848K
|
+$881K
|
+32,040
|
New
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$710K
|
+$61.2K
|
+2,225
|
+9%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$614K
|
–
|
–
|
–
|
|
|
9
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$412K
|
+$5.28K
|
+192
|
+1%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$353K
|
+$291K
|
+10,575
|
+381%
|
|
|
11
|
Advisor OS
Chicago,
Illinois
|
$292K
|
+$16.1K
|
+586
|
+6%
|
|
|
12
|
MJP Associates
Farmington,
Connecticut
|
$292K
|
+$16.1K
|
+586
|
+6%
|
|
|
13
|
William Blair & Company
Chicago,
Illinois
|
$63.9K
|
–
|
–
|
–
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$21K
|
–
|
–
|
–
|
|
|
15
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$9.02K
|
–
|
–
|
–
|
|
|
16
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$9.02K
|
–
|
–
|
–
|
|
|
17
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$2.3K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$794
|
+$825
|
+30
|
New
|
|
|
19
|
|
$47
|
-$357
|
-13
|
-93%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$214K
|
-7,790
|
Closed
|
|
|
21
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
–
|
-$135K
|
-3,695
|
Closed
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$27
|
-1
|
Closed
|
|
