|
1
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$2.25M
|
-$191K
|
-7,112
|
-8%
|
|
|
2
|
SignalPoint Asset Management
Springfield,
Missouri
|
$1.09M
|
+$69.4K
|
+2,582
|
+7%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$908K
|
-$47.1K
|
-1,752
|
-5%
|
|
|
4
|
Western Wealth Management
Golden,
Colorado
|
$247K
|
+$235K
|
+8,738
|
New
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$220K
|
-$966K
|
-35,932
|
-82%
|
|
|
6
|
American Portfolios Advisors
Holbrook,
New York
|
$156K
|
-$21.3K
|
-792
|
-13%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$79K
|
+$75.3K
|
+2,799
|
New
|
|
|
8
|
Geneos Wealth Management
Englewood,
Colorado
|
$69K
|
–
|
–
|
–
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$59K
|
+$29.9K
|
+1,111
|
+116%
|
|
|
10
|
Harbour Investments
Madison,
Wisconsin
|
$34K
|
+$32.7K
|
+1,218
|
New
|
|
|
11
|
Global Retirement Partners
San Rafael,
California
|
$28K
|
+$26.9K
|
+1,000
|
New
|
|
|
12
|
Financial Advocates Investment Management
Olympia,
Washington
|
–
|
-$240K
|
-9,989
|
Closed
|
|
|
13
|
Level Four Advisory Services
Dallas,
Texas
|
–
|
-$207K
|
-8,619
|
Closed
|
|
|
14
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
–
|
-$6.48K
|
-241
|
-100%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
–
|
-$27
|
-1
|
-50%
|
|
