|
1
|
Lido Advisors
Los Angeles,
California
|
$7.85M
|
-$150K
|
-2,959
|
-2%
|
|
|
2
|
SageView Advisory Group
Newport Beach,
California
|
$1.97M
|
+$14K
|
+276
|
+0.7%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$1.97M
|
+$2.09M
|
+41,208
|
New
|
|
|
4
|
Perigon Wealth Management
San Francisco,
California
|
$1.83M
|
+$1.94M
|
+38,329
|
New
|
|
|
5
|
|
$1.57M
|
+$1.73M
|
+34,083
|
New
|
|
|
6
|
|
$830K
|
-$248K
|
-4,899
|
-22%
|
|
|
7
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$424K
|
-$244K
|
-4,828
|
-35%
|
|
|
8
|
Serenus Wealth Advisors
Santa Monica,
California
|
$419K
|
–
|
–
|
–
|
|
|
9
|
J. Mark Nickell & Co
Brentwood,
Tennessee
|
$345K
|
–
|
–
|
–
|
|
|
10
|
Tower Research Capital (TRC)
New York
|
$234K
|
+$101K
|
+2,003
|
+69%
|
|
|
11
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$217K
|
-$7.59K
|
-150
|
-3%
|
|
|
12
|
IFP Advisors
Tampa,
Florida
|
$131K
|
–
|
–
|
–
|
|
|
13
|
Larson Financial Group
St Louis,
Missouri
|
$78.9K
|
-$37.8K
|
-746
|
-31%
|
|
|
14
|
Golden State Equity Partners
South Coast Metro,
California
|
$63.9K
|
+$67.7K
|
+1,338
|
New
|
|
|
15
|
Front Row Advisors
Tiburon,
California
|
$32.5K
|
–
|
–
|
–
|
|
|
16
|
BFSG LLC
Irvine,
California
|
$21.5K
|
–
|
–
|
–
|
|
|
17
|
Sherman Asset Management
Ventura,
California
|
$16.8K
|
–
|
–
|
–
|
|
|
18
|
Sunbelt Securities
Houston,
Texas
|
$11.6K
|
+$152
|
+3
|
+1%
|
|
|
19
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
–
|
-$1.79M
|
-33,786
|
Closed
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.25M
|
-23,570
|
Closed
|
|
|
21
|
|
–
|
-$245K
|
-4,622
|
Closed
|
|
|
22
|
Portfolio Resources Advisor Group
Coral Gables,
Florida
|
–
|
-$5.29K
|
-100
|
Closed
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$1K
|
-10
|
Closed
|
|
