|
1
|
LPL Financial
San Diego,
California
|
$9.16M
|
+$204K
|
+6,369
|
+2%
|
|
|
2
|
Austin Wealth Management
Austin,
Texas
|
$7.28M
|
-$204K
|
-6,373
|
-3%
|
|
|
3
|
|
$2.41M
|
+$110K
|
+3,430
|
+5%
|
|
|
4
|
Professional Financial Advisors
North Platte,
Nebraska
|
$1.79M
|
+$150K
|
+4,676
|
+9%
|
|
|
5
|
EntreWealth
Austin,
Texas
|
$1.3M
|
-$39K
|
-1,215
|
-3%
|
|
|
6
|
IFG Advisory
Atlanta,
Georgia
|
$698K
|
+$71.4K
|
+2,226
|
+12%
|
|
|
7
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$510K
|
–
|
–
|
–
|
|
|
8
|
Cohalo Advisory
Snoqualmie,
Washington
|
$233K
|
-$43.3K
|
-1,350
|
-16%
|
|
|
9
|
Snowden Capital Advisors
New York
|
$213K
|
–
|
–
|
–
|
|
|
10
|
Global Retirement Partners
San Rafael,
California
|
$64.7K
|
+$63.8K
|
+1,990
|
New
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$64.7K
|
-$1.09K
|
-34
|
-2%
|
|
|
12
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$24.6K
|
–
|
–
|
–
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23K
|
–
|
–
|
–
|
|
|
14
|
NBC Securities
Birmingham,
Alabama
|
$23K
|
–
|
–
|
–
|
|
|
15
|
Birchwood Financial Partners
Bloomington,
Minnesota
|
$8.84K
|
+$8.73K
|
+272
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$8.45K
|
+$8.34K
|
+260
|
New
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$8.42K
|
–
|
–
|
–
|
|
|
18
|
Private Trust Company
Cleveland,
Ohio
|
$8.19K
|
–
|
–
|
–
|
|
|
19
|
Advisornet Financial
Minnetonka,
Minnesota
|
$4.97K
|
-$193
|
-6
|
-4%
|
|
|
20
|
Camelot Portfolios
Maumee,
Ohio
|
$4.49K
|
+$4.43K
|
+138
|
New
|
|
|
21
|
|
$49
|
–
|
–
|
–
|
|
|
22
|
Huntington National Bank
Columbus,
Ohio
|
$33
|
–
|
–
|
–
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$15
|
–
|
–
|
–
|
|
|
24
|
|
–
|
-$939K
|
-29,733
|
Closed
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$219K
|
-6,948
|
Closed
|
|
