|
1
|
|
$1.48M
|
+$461K
|
+55,952
|
+46%
|
|
|
2
|
Prospera Financial Services
Dallas,
Texas
|
$874K
|
-$34.5K
|
-4,182
|
-4%
|
|
|
3
|
Meridian Wealth Management
Lexington,
Kentucky
|
$587K
|
+$586K
|
+71,040
|
New
|
|
|
4
|
Financial Services Advisory
Rockville,
Maryland
|
$463K
|
+$463K
|
+56,076
|
New
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$368K
|
+$82.2K
|
+9,963
|
+29%
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$319K
|
+$21.3K
|
+2,583
|
+8%
|
|
|
7
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$106K
|
–
|
–
|
–
|
|
|
8
|
|
$99.1K
|
+$99K
|
+12,000
|
New
|
|
|
9
|
Hourglass Capital
Houston,
Texas
|
$82.6K
|
–
|
–
|
–
|
|
|
10
|
Allworth Financial
Folsom,
California
|
$46.1K
|
+$49.5K
|
+6,000
|
New
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$17K
|
-$11.8K
|
-1,426
|
-41%
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17K
|
–
|
–
|
–
|
|
|
13
|
Clear Point Advisors
Melville,
New York
|
$16.5K
|
–
|
–
|
–
|
|
|
14
|
Continuum Advisory
Eagle,
Idaho
|
$9.62K
|
–
|
–
|
–
|
|
|
15
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$9K
|
-$9.67K
|
-1,172
|
-99%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.95K
|
–
|
–
|
–
|
|
|
17
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$330
|
–
|
–
|
–
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$74
|
+$74
|
+9
|
New
|
|
|
19
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$7
|
+$8
|
+1
|
New
|
|
|
20
|
Tower Research Capital (TRC)
New York
|
–
|
-$6.91K
|
-893
|
Closed
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
–
|
-$5.95K
|
-769
|
Closed
|
|
|
22
|
Creekmur Asset Management
Morton,
Illinois
|
–
|
-$1.94K
|
-250
|
Closed
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
–
|
-$697
|
-90
|
Closed
|
|
|
24
|
|
–
|
-$93
|
-12
|
Closed
|
|
