|
1
|
Wells Fargo
San Francisco,
California
|
$1.63M
|
+$67.3K
|
+4,646
|
+5%
|
|
|
2
|
Financial Services Advisory
Rockville,
Maryland
|
$1.28M
|
+$1.03M
|
+71,466
|
New
|
|
|
3
|
Ellsworth Advisors
Hudson,
Ohio
|
$880K
|
–
|
–
|
–
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$796K
|
-$1.34M
|
-92,387
|
-68%
|
|
|
5
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$755K
|
+$608K
|
+42,001
|
New
|
|
|
6
|
Prospera Financial Services
Dallas,
Texas
|
$323K
|
-$5.77M
|
-398,447
|
-96%
|
|
|
7
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$201K
|
-$172K
|
-11,911
|
-52%
|
|
|
8
|
Simplex Trading
Chicago,
Illinois
|
$142K
|
+$115K
|
+7,913
|
New
|
|
|
9
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$25K
|
+$20K
|
+1,381
|
New
|
|
|
10
|
|
$22K
|
–
|
–
|
–
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$20K
|
-$221K
|
-15,259
|
-93%
|
|
|
12
|
Cutler Group
San Francisco,
California
|
$17K
|
+$14.5K
|
+1,000
|
New
|
|
|
13
|
|
–
|
-$404K
|
-34,484
|
Closed
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$196K
|
-16,749
|
Closed
|
|
|
15
|
|
–
|
-$12K
|
-1,000
|
Closed
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
–
|
-$7K
|
-593
|
Closed
|
|
