|
1
|
|
$7.81M
|
+$4.82M
|
+101,450
|
+163%
|
|
|
2
|
1776 Wealth
Atlanta,
Georgia
|
$6.81M
|
-$120K
|
-2,516
|
-2%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$2.24M
|
+$973K
|
+20,462
|
+77%
|
|
|
4
|
Western Wealth Management
Golden,
Colorado
|
$1.94M
|
-$435K
|
-9,152
|
-18%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.21M
|
-$176K
|
-3,692
|
-13%
|
|
|
6
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.04M
|
+$1.04M
|
+21,827
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$826K
|
-$929K
|
-19,544
|
-53%
|
|
|
8
|
GTS Securities
Miami,
Florida
|
$668K
|
+$665K
|
+13,993
|
New
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$658K
|
+$67.4K
|
+1,418
|
+11%
|
|
|
10
|
Atlas Wealth
Cincinnati,
Ohio
|
$599K
|
+$166K
|
+3,487
|
+38%
|
|
|
11
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
$563K
|
-$3.23K
|
-68
|
-0.6%
|
|
|
12
|
V Wealth Advisors
Overland Park,
Kansas
|
$535K
|
–
|
–
|
–
|
|
|
13
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$476K
|
-$422K
|
-8,873
|
-47%
|
|
|
14
|
TFB Advisors
Overland Park,
Kansas
|
$383K
|
+$382K
|
+8,034
|
New
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$358K
|
+$357K
|
+7,500
|
New
|
|
|
16
|
Advisory Services Network
Atlanta,
Georgia
|
$241K
|
–
|
–
|
–
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.5K
|
+$143
|
+3
|
+1%
|
|
|
18
|
New York Life Investment Management
New York
|
–
|
-$28.6M
|
-602,625
|
Closed
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$1.39M
|
-29,322
|
Closed
|
|
|
20
|
|
–
|
-$1.39M
|
-29,262
|
Closed
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$48.9K
|
-1,029
|
Closed
|
|
