|
1
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$2.23M
|
+$2M
|
+64,562
|
New
|
|
|
2
|
|
$1.23M
|
+$245K
|
+7,921
|
+28%
|
|
|
3
|
Concurrent Investment Advisors
Tampa,
Florida
|
$596K
|
+$535K
|
+17,275
|
New
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$444K
|
+$399K
|
+12,870
|
New
|
|
|
5
|
Kestra Advisory Services
Austin,
Texas
|
$340K
|
+$305K
|
+9,850
|
New
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$315K
|
-$1.1M
|
-35,467
|
-80%
|
|
|
7
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$286K
|
+$257K
|
+8,300
|
New
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$46K
|
–
|
–
|
–
|
|
|
9
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$37.4K
|
–
|
–
|
–
|
|
|
10
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$17.4K
|
+$15.6K
|
+504
|
New
|
|
|
11
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$13.8K
|
+$12.4K
|
+400
|
New
|
|
|
12
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$172
|
–
|
–
|
–
|
|
|
13
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
$172
|
+$155
|
+5
|
New
|
|
|
14
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$21.2K
|
-888
|
Closed
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
–
|
-$1K
|
-42
|
Closed
|
|
