|
1
|
Lido Advisors
Los Angeles,
California
|
$9.35M
|
-$244K
|
-4,384
|
-3%
|
|
|
2
|
Perigon Wealth Management
San Francisco,
California
|
$2.47M
|
+$219K
|
+3,947
|
+10%
|
|
|
3
|
SageView Advisory Group
Newport Beach,
California
|
$2.41M
|
+$2.67K
|
+48
|
+0.1%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$2.41M
|
+$2.67K
|
+48
|
+0.1%
|
|
|
5
|
|
$1.81M
|
-$142K
|
-2,564
|
-8%
|
|
|
6
|
|
$1.02M
|
–
|
–
|
–
|
|
|
7
|
Tower Research Capital (TRC)
New York
|
$940K
|
+$622K
|
+11,184
|
+228%
|
|
|
8
|
Pathstone Holdings
Englewood,
New Jersey
|
$520K
|
+$495K
|
+8,907
|
New
|
|
|
9
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$519K
|
–
|
–
|
–
|
|
|
10
|
J. Mark Nickell & Co
Brentwood,
Tennessee
|
$491K
|
+$66.3K
|
+1,193
|
+17%
|
|
|
11
|
|
$465K
|
+$443K
|
+7,966
|
New
|
|
|
12
|
GTS Securities
Miami,
Florida
|
$348K
|
+$331K
|
+5,950
|
New
|
|
|
13
|
SOA Wealth Advisors
New York
|
$303K
|
+$288K
|
+5,184
|
New
|
|
|
14
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$263K
|
-$2K
|
-36
|
-0.8%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$237K
|
+$226K
|
+4,060
|
New
|
|
|
16
|
Prosperity Planning
Kansas City,
Missouri
|
$236K
|
+$225K
|
+4,044
|
New
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$160K
|
–
|
–
|
–
|
|
|
18
|
Larson Financial Group
St Louis,
Missouri
|
$140K
|
+$41.1K
|
+740
|
+45%
|
|
|
19
|
Front Row Advisors
Tiburon,
California
|
$40K
|
–
|
–
|
–
|
|
|
20
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$28.1K
|
+$26.7K
|
+481
|
New
|
|
|
21
|
BFSG LLC
Irvine,
California
|
$26.3K
|
–
|
–
|
–
|
|
|
22
|
Sherman Asset Management
Ventura,
California
|
$20.6K
|
–
|
–
|
–
|
|
|
23
|
Vanguard Advisers Inc
Malvern,
Pennsylvania
|
$4.09K
|
+$3.89K
|
+70
|
New
|
|
|
24
|
IFG Advisory
Atlanta,
Georgia
|
$467
|
+$445
|
+8
|
New
|
|
|
25
|
Serenus Wealth Advisors
Santa Monica,
California
|
–
|
-$419K
|
-8,767
|
Closed
|
|
