|
1
|
O'Donnell Financial Services
San Rafael,
California
|
$7.41M
|
+$367K
|
+12,850
|
+5%
|
|
|
2
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.28M
|
+$2.22M
|
+77,692
|
New
|
|
|
3
|
GTS Securities
Miami,
Florida
|
$1.21M
|
+$143K
|
+5,006
|
+14%
|
|
|
4
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.13M
|
+$48.6K
|
+1,702
|
+5%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$435K
|
+$377K
|
+13,210
|
+809%
|
|
|
6
|
Steward Partners Investment Advisory
New York
|
$354K
|
+$344K
|
+12,055
|
New
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$296K
|
+$288K
|
+10,088
|
New
|
|
|
8
|
Atlas Wealth Partners
Wyomissing,
Pennsylvania
|
$222K
|
+$216K
|
+7,550
|
New
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$23.3K
|
+$21.7K
|
+761
|
+2,306%
|
|
|
10
|
Geneos Wealth Management
Englewood,
Colorado
|
$22.6K
|
–
|
–
|
–
|
|
|
11
|
Principal Securities
Des Moines,
Iowa
|
$20K
|
+$19.4K
|
+681
|
New
|
|
|
12
|
CoreCap Advisors
Southfield,
Michigan
|
$10.4K
|
+$10.1K
|
+353
|
New
|
|
|
13
|
Creative Financial Designs
Kokomo,
Indiana
|
$5.87K
|
+$5.71K
|
+200
|
New
|
|
|
14
|
|
$2.98K
|
–
|
–
|
–
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$2.44K
|
+$2.37K
|
+83
|
New
|
|
|
16
|
|
–
|
-$734K
|
-26,398
|
Closed
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$9.59K
|
-345
|
Closed
|
|
|
18
|
Tower Research Capital (TRC)
New York
|
–
|
-$9.53K
|
-343
|
Closed
|
|
