|
1
|
Matrix Trust Company
Denver,
Colorado
|
$15.9M
|
+$310K
|
+12,290
|
+2%
|
|
|
2
|
|
$2.91M
|
+$2.81M
|
+111,392
|
New
|
|
|
3
|
LPL Financial
San Diego,
California
|
$2.72M
|
-$718K
|
-28,452
|
-21%
|
|
|
4
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$1.72M
|
+$48.5K
|
+1,924
|
+3%
|
|
|
5
|
Bowman & Company
Oshkosh,
Wisconsin
|
$434K
|
-$12.1K
|
-478
|
-3%
|
|
|
6
|
Jones Financial Companies
Des Peres,
Missouri
|
$330K
|
+$299K
|
+11,848
|
+1,492%
|
|
|
7
|
|
$257K
|
-$102K
|
-4,042
|
-29%
|
|
|
8
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$234K
|
–
|
–
|
–
|
|
|
9
|
Davenport & Co
Richmond,
Virginia
|
$227K
|
+$219K
|
+8,698
|
New
|
|
|
10
|
|
$216K
|
-$146K
|
-5,784
|
-41%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$137K
|
–
|
–
|
–
|
|
|
12
|
Global Retirement Partners
San Rafael,
California
|
$51.7K
|
–
|
–
|
–
|
|
|
13
|
IFP Advisors
Tampa,
Florida
|
$24.5K
|
+$23.6K
|
+937
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19K
|
-$31.1K
|
-1,232
|
-63%
|
|
|
15
|
Principal Securities
Des Moines,
Iowa
|
$15.9K
|
–
|
–
|
–
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$12.8K
|
–
|
–
|
–
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9K
|
–
|
–
|
–
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$5.7K
|
–
|
–
|
–
|
|
|
19
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$4K
|
–
|
–
|
–
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$274K
|
-11,211
|
Closed
|
|
|
21
|
Mather Group
Chicago,
Illinois
|
–
|
-$52.7K
|
-2,149
|
Closed
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$43K
|
-1,757
|
Closed
|
|
