|
1
|
|
$951K
|
-$1.02M
|
-123,513
|
-50%
|
|
|
2
|
Prospera Financial Services
Dallas,
Texas
|
$851K
|
+$906K
|
+110,001
|
New
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$268K
|
+$22.5K
|
+2,738
|
+9%
|
|
|
4
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$264K
|
+$37.1K
|
+4,500
|
+16%
|
|
|
5
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$99.6K
|
+$106K
|
+12,862
|
New
|
|
|
6
|
Hourglass Capital
Houston,
Texas
|
$77.4K
|
+$82.3K
|
+10,000
|
New
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$27K
|
-$503K
|
-61,088
|
-95%
|
|
|
8
|
Clear Point Advisors
Melville,
New York
|
$15.5K
|
–
|
–
|
–
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15K
|
+$16.5K
|
+2,000
|
New
|
|
|
10
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$10K
|
+$9.72K
|
+1,180
|
New
|
|
|
11
|
Continuum Advisory
Eagle,
Idaho
|
$9.31K
|
+$9.59K
|
+1,164
|
New
|
|
|
12
|
Tower Research Capital (TRC)
New York
|
$6.91K
|
-$6.11K
|
-742
|
-45%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$5.95K
|
-$796K
|
-96,665
|
-99%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.57K
|
–
|
–
|
–
|
|
|
15
|
Creekmur Asset Management
Morton,
Illinois
|
$1.94K
|
-$1.65K
|
-200
|
-44%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$697
|
-$23.1K
|
-2,801
|
-97%
|
|
|
17
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$310
|
–
|
–
|
–
|
|
|
18
|
|
$93
|
-$3.45K
|
-419
|
-97%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$794K
|
-92,487
|
Closed
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$394K
|
-45,935
|
Closed
|
|
|
21
|
Laffer Tengler Investments
Nashville,
Tennessee
|
–
|
-$309K
|
-35,980
|
Closed
|
|
|
22
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
–
|
-$23.7K
|
-2,883
|
Closed
|
|
|
23
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$13.3K
|
-1,551
|
Closed
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
–
|
-$952
|
-111
|
Closed
|
|
|
25
|
Cutler Group
San Francisco,
California
|
–
|
+$823
|
+100
|
New
|
|
