|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$156M
|
-$5.4M
|
-167,691
|
-3%
|
|
|
2
|
Soundwatch Capital
Rowayton,
Connecticut
|
$4.33M
|
–
|
–
|
–
|
|
|
3
|
Old Mission Capital
Chicago,
Illinois
|
$602K
|
+$594K
|
+18,430
|
New
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$456K
|
+$450K
|
+13,951
|
New
|
|
|
5
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$364K
|
–
|
–
|
–
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$268K
|
–
|
–
|
–
|
|
|
7
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$203K
|
+$200K
|
+6,200
|
New
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26K
|
–
|
–
|
–
|
|
|
9
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$13K
|
+$12.8K
|
+397
|
New
|
|
|
10
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$514K
|
-16,745
|
Closed
|
|
|
11
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$505K
|
-16,454
|
Closed
|
|
|
12
|
GTS Securities
Miami,
Florida
|
–
|
-$339K
|
-11,043
|
Closed
|
|
|
13
|
Navis Wealth Advisors
Rye Brook,
New York
|
–
|
-$315K
|
-10,257
|
Closed
|
|
|
14
|
MAI Capital Management
Independence,
Ohio
|
–
|
-$92.1K
|
-3,000
|
Closed
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
–
|
-$5.28K
|
-172
|
Closed
|
|
