|
1
|
Snowden Capital Advisors
New York
|
$1.69M
|
+$1.67M
|
+81,598
|
New
|
|
|
2
|
Winebrenner Capital Management
Louisville,
Kentucky
|
$1.06M
|
+$224K
|
+10,978
|
+27%
|
|
|
3
|
CreativeOne Wealth
Overland Park,
Kansas
|
$854K
|
+$844K
|
+41,297
|
New
|
|
|
4
|
First Trust Advisors
Wheaton,
Illinois
|
$808K
|
+$248K
|
+12,135
|
+45%
|
|
|
5
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$655K
|
+$647K
|
+31,676
|
New
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$531K
|
+$525K
|
+25,670
|
New
|
|
|
7
|
Flow Traders U.S.
New York
|
$224K
|
-$106K
|
-5,201
|
-32%
|
|
|
8
|
Harbour Investments
Madison,
Wisconsin
|
$163K
|
+$120K
|
+5,867
|
+293%
|
|
|
9
|
Larson Financial Group
St Louis,
Missouri
|
$75.4K
|
+$74.6K
|
+3,650
|
New
|
|
|
10
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$58.9K
|
+$58.2K
|
+2,850
|
New
|
|
|
11
|
Legacy Investment Solutions
Meridian,
Idaho
|
$35.4K
|
+$35K
|
+1,713
|
New
|
|
|
12
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$35.4K
|
+$35K
|
+1,713
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$25.3K
|
+$25K
|
+1,225
|
New
|
|
|
14
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$10.5K
|
+$10.4K
|
+510
|
New
|
|
|
15
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$5.31K
|
+$5.25K
|
+257
|
New
|
|
|
16
|
|
–
|
-$2.05M
|
-100,000
|
Closed
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$1.96M
|
-95,852
|
Closed
|
|
|
18
|
|
–
|
-$1.92M
|
-93,700
|
Closed
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$615K
|
-30,000
|
Closed
|
|
|
20
|
|
–
|
-$443K
|
-21,600
|
Closed
|
|
