|
1
|
LPL Financial
San Diego,
California
|
$1.12M
|
-$139K
|
-9,311
|
-11%
|
|
|
2
|
CacheTech Inc
Logan,
Utah
|
$929K
|
-$199K
|
-13,283
|
-18%
|
|
|
3
|
Adams Wealth Management
Logan,
Utah
|
$762K
|
-$196K
|
-13,109
|
-20%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$486K
|
-$4.11K
|
-275
|
-0.8%
|
|
|
5
|
|
$330K
|
–
|
–
|
–
|
|
|
6
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$219K
|
-$3.87K
|
-259
|
-2%
|
|
|
7
|
Decision Investments
San Diego,
California
|
$179K
|
-$7.48K
|
-500
|
-4%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$150K
|
–
|
–
|
–
|
|
|
9
|
|
$79.5K
|
+$79.2K
|
+5,300
|
New
|
|
|
10
|
Gill Capital Partners
Denver,
Colorado
|
$40.9K
|
–
|
–
|
–
|
|
|
11
|
BFC Planning, Inc.
Cedar Rapids,
Iowa
|
$35.2K
|
+$508
|
+34
|
+1%
|
|
|
12
|
Global Retirement Partners
San Rafael,
California
|
$15K
|
+$15K
|
+1,000
|
New
|
|
|
13
|
Institute for Wealth Management
Denver,
Colorado
|
$15K
|
+$15K
|
+1,000
|
New
|
|
|
14
|
Farther Finance Advisors
San Francisco,
California
|
$6.06K
|
+$6.06K
|
+405
|
New
|
|
|
15
|
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Cedar Rapids,
Iowa
|
$5.69K
|
–
|
–
|
–
|
|
|
16
|
Parallel Advisors
San Francisco,
California
|
$1.68K
|
–
|
–
|
–
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$15
|
+$15
|
+1
|
New
|
|
|
18
|
|
–
|
-$538K
|
-36,229
|
Closed
|
|
|
19
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
–
|
-$179K
|
-12,076
|
Closed
|
|
|
20
|
MAI Capital Management
Independence,
Ohio
|
–
|
-$27.7K
|
-1,862
|
Closed
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
–
|
-$5.2K
|
-350
|
Closed
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$4.89K
|
-329
|
Closed
|
|
|
23
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$3.74K
|
-252
|
Closed
|
|
