|
1
|
Matrix Trust Company
Denver,
Colorado
|
$16.1M
|
+$213K
|
+8,456
|
+1%
|
|
|
2
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$2.68M
|
+$781K
|
+31,024
|
+41%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$2.03M
|
-$213K
|
-8,474
|
-9%
|
|
|
4
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.17M
|
+$161K
|
+6,390
|
+16%
|
|
|
5
|
Davenport & Co
Richmond,
Virginia
|
$670K
|
+$451K
|
+17,915
|
+206%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$296K
|
+$260K
|
+10,313
|
+722%
|
|
|
7
|
Advisor Resource Council
Dallas,
Texas
|
$261K
|
+$261K
|
+10,360
|
New
|
|
|
8
|
Bowman & Company
Oshkosh,
Wisconsin
|
$229K
|
-$118K
|
-4,702
|
-34%
|
|
|
9
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$226K
|
–
|
–
|
–
|
|
|
10
|
|
$208K
|
–
|
–
|
–
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$167K
|
+$70.2K
|
+2,788
|
+72%
|
|
|
12
|
Rossby Financial
Melbourne,
Florida
|
$20K
|
+$20.9K
|
+830
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18K
|
–
|
–
|
–
|
|
|
14
|
Tortoise Investment Management
White Plains,
New York
|
$17.9K
|
–
|
–
|
–
|
|
|
15
|
Farther Finance Advisors
San Francisco,
California
|
$15.5K
|
+$15.6K
|
+618
|
New
|
|
|
16
|
Principal Securities
Des Moines,
Iowa
|
$14.9K
|
–
|
–
|
–
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$12.4K
|
–
|
–
|
–
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9K
|
–
|
–
|
–
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$5.49K
|
–
|
–
|
–
|
|
|
20
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$4K
|
–
|
–
|
–
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$472K
|
-19,339
|
Closed
|
|
