|
1
|
Matrix Trust Company
Denver,
Colorado
|
$14.6M
|
-$527K
|
-21,688
|
-4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$3.24M
|
-$258K
|
-10,613
|
-7%
|
|
|
3
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$1.56M
|
+$1.55M
|
+63,900
|
New
|
|
|
4
|
Bowman & Company
Oshkosh,
Wisconsin
|
$418K
|
-$141K
|
-5,812
|
-25%
|
|
|
5
|
|
$344K
|
–
|
–
|
–
|
|
|
6
|
|
$339K
|
+$337K
|
+13,854
|
New
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$274K
|
-$200K
|
-8,229
|
-42%
|
|
|
8
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$227K
|
–
|
–
|
–
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$129K
|
-$98.6K
|
-4,060
|
-44%
|
|
|
10
|
Mather Group
Chicago,
Illinois
|
$52.7K
|
–
|
–
|
–
|
|
|
11
|
Global Retirement Partners
San Rafael,
California
|
$48.3K
|
–
|
–
|
–
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$47K
|
+$29.9K
|
+1,232
|
+174%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$43K
|
+$29.9K
|
+1,230
|
+233%
|
|
|
14
|
Jones Financial Companies
Des Peres,
Missouri
|
$19.4K
|
+$19.3K
|
+794
|
New
|
|
|
15
|
Principal Securities
Des Moines,
Iowa
|
$14.9K
|
–
|
–
|
–
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$12K
|
–
|
–
|
–
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9K
|
–
|
–
|
–
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$5.33K
|
–
|
–
|
–
|
|
|
19
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$4K
|
–
|
–
|
–
|
|
|
20
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
–
|
-$275K
|
-11,223
|
Closed
|
|
|
21
|
Busey Bank
Urbana,
Illinois
|
–
|
-$213K
|
-8,689
|
Closed
|
|
