|
1
|
Lido Advisors
Los Angeles,
California
|
$8.65M
|
+$286K
|
+5,429
|
+3%
|
|
|
2
|
SageView Advisory Group
Newport Beach,
California
|
$2.17M
|
-$58.3K
|
-1,105
|
-3%
|
|
|
3
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.79M
|
+$1.78M
|
+33,786
|
New
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$1.25M
|
-$421K
|
-7,992
|
-25%
|
|
|
5
|
|
$1.18M
|
-$12.8K
|
-243
|
-1%
|
|
|
6
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$726K
|
-$738
|
-14
|
-0.1%
|
|
|
7
|
Serenus Wealth Advisors
Santa Monica,
California
|
$464K
|
–
|
–
|
–
|
|
|
8
|
J. Mark Nickell & Co
Brentwood,
Tennessee
|
$382K
|
+$381K
|
+7,220
|
New
|
|
|
9
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$248K
|
+$247K
|
+4,692
|
New
|
|
|
10
|
|
$245K
|
-$157K
|
-2,984
|
-39%
|
|
|
11
|
Prosperity Planning
Kansas City,
Missouri
|
$234K
|
–
|
–
|
–
|
|
|
12
|
Tower Research Capital (TRC)
New York
|
$153K
|
-$1.33M
|
-25,179
|
-90%
|
|
|
13
|
IFP Advisors
Tampa,
Florida
|
$145K
|
+$145K
|
+2,745
|
New
|
|
|
14
|
Larson Financial Group
St Louis,
Missouri
|
$127K
|
+$93.8K
|
+1,778
|
+287%
|
|
|
15
|
Front Row Advisors
Tiburon,
California
|
$36K
|
–
|
–
|
–
|
|
|
16
|
BFSG LLC
Irvine,
California
|
$23.8K
|
–
|
–
|
–
|
|
|
17
|
Sherman Asset Management
Ventura,
California
|
$18.6K
|
+$18.6K
|
+352
|
New
|
|
|
18
|
Sunbelt Securities
Houston,
Texas
|
$12.7K
|
+$5.17K
|
+98
|
+69%
|
|
|
19
|
Portfolio Resources Advisor Group
Coral Gables,
Florida
|
$5.29K
|
+$5.27K
|
+100
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1K
|
–
|
–
|
–
|
|
|
21
|
Sonoma Allocations
Santa Rosa,
California
|
–
|
-$331K
|
-6,474
|
Closed
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
–
|
-$206K
|
-3,955
|
Closed
|
|
|
23
|
|
–
|
-$66.9K
|
-1,297
|
Closed
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
–
|
-$12.2K
|
-236
|
Closed
|
|
