|
1
|
Matrix Trust Company
Denver,
Colorado
|
$14.5M
|
-$1.83M
|
-74,552
|
-12%
|
|
|
2
|
Modern Wealth Management
Lenexa,
Kansas
|
$3.81M
|
+$3.66M
|
+148,630
|
New
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.58M
|
+$1.33M
|
+54,101
|
+115%
|
|
|
4
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$1.87M
|
-$824K
|
-33,511
|
-31%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.58M
|
-$473K
|
-19,248
|
-24%
|
|
|
6
|
Davenport & Co
Richmond,
Virginia
|
$691K
|
+$7.65K
|
+311
|
+1%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$521K
|
+$500K
|
+20,314
|
New
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$329K
|
+$316K
|
+12,843
|
New
|
|
|
9
|
Bowman & Company
Oshkosh,
Wisconsin
|
$234K
|
–
|
–
|
–
|
|
|
10
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$230K
|
–
|
–
|
–
|
|
|
11
|
|
$212K
|
–
|
–
|
–
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$170K
|
–
|
–
|
–
|
|
|
13
|
Global Retirement Partners
San Rafael,
California
|
$52.7K
|
+$50.5K
|
+2,052
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$46K
|
+$26.7K
|
+1,084
|
+153%
|
|
|
15
|
Rossby Financial
Melbourne,
Florida
|
$21.3K
|
–
|
–
|
–
|
|
|
16
|
Tortoise Investment Management
White Plains,
New York
|
$18.2K
|
–
|
–
|
–
|
|
|
17
|
Principal Securities
Des Moines,
Iowa
|
$15.6K
|
–
|
–
|
–
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$12.6K
|
–
|
–
|
–
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9K
|
–
|
–
|
–
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$5.59K
|
–
|
–
|
–
|
|
|
21
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$4K
|
–
|
–
|
–
|
|
|
22
|
Strategic Wealth Partners
Independence,
Ohio
|
$3
|
–
|
–
|
–
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
–
|
-$296K
|
-11,741
|
Closed
|
|
|
24
|
Advisor Resource Council
Dallas,
Texas
|
–
|
-$261K
|
-10,360
|
Closed
|
|
|
25
|
Farther Finance Advisors
San Francisco,
California
|
–
|
-$15.5K
|
-618
|
Closed
|
|
