|
1
|
|
$377M
|
-$25M
|
-356,867
|
-6%
|
|
|
2
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$7.41M
|
+$1.42M
|
+20,213
|
+23%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$3.37M
|
+$227K
|
+3,241
|
+7%
|
|
|
4
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$1.98M
|
-$152K
|
-2,170
|
-7%
|
|
|
5
|
Perigon Wealth Management
San Francisco,
California
|
$806K
|
+$453K
|
+6,463
|
+125%
|
|
|
6
|
|
$756K
|
+$777K
|
+11,100
|
New
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$613K
|
+$77K
|
+1,100
|
+14%
|
|
|
8
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$358K
|
-$42.6K
|
-608
|
-10%
|
|
|
9
|
MN Wealth Advisors
Overland Park,
Kansas
|
$233K
|
-$10.7K
|
-153
|
-4%
|
|
|
10
|
Sutton Place Investors
Katonah,
New York
|
$203K
|
+$209K
|
+2,984
|
New
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$72.5K
|
-$8.75K
|
-125
|
-11%
|
|
|
12
|
Geneos Wealth Management
Englewood,
Colorado
|
$55.9K
|
+$3.78K
|
+54
|
+7%
|
|
|
13
|
Key Financial Inc
West Chester,
Pennsylvania
|
$48.3K
|
–
|
–
|
–
|
|
|
14
|
Creative Financial Designs
Kokomo,
Indiana
|
$17.1K
|
-$6.93K
|
-99
|
-28%
|
|
|
15
|
WhitTier Trust Company
Reno,
Nevada
|
$10.8K
|
–
|
–
|
–
|
|
|
16
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$6.81K
|
+$7K
|
+100
|
New
|
|
|
17
|
LGT Financial Advisors
Dallas,
Texas
|
$4.81K
|
+$2.17K
|
+31
|
+78%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.95K
|
–
|
–
|
–
|
|
|
19
|
Farther Finance Advisors
San Francisco,
California
|
$3.61K
|
–
|
–
|
–
|
|
|
20
|
Global Retirement Partners
San Rafael,
California
|
$2.38K
|
-$70
|
-1
|
-3%
|
|
|
21
|
IFP Advisors
Tampa,
Florida
|
$1.84K
|
–
|
–
|
–
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
+$1.4K
|
+20
|
New
|
|
|
23
|
Aventura Private Wealth
Aventura,
Florida
|
$681
|
+$700
|
+10
|
New
|
|
|
24
|
|
$85
|
–
|
–
|
–
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$2.94M
|
-43,672
|
Closed
|
|
