|
1
|
Wells Fargo
San Francisco,
California
|
$3.23M
|
-$13.9K
|
-573
|
-0.4%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.81M
|
+$289K
|
+11,906
|
+11%
|
|
|
3
|
Asset Dedication LLC
San Francisco,
California
|
$2.38M
|
+$2.38M
|
+98,110
|
New
|
|
|
4
|
|
$1.5M
|
+$1.23M
|
+50,808
|
+461%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.43M
|
+$884K
|
+36,493
|
+161%
|
|
|
6
|
|
$1.38M
|
+$721K
|
+29,749
|
+108%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.15M
|
+$719K
|
+29,662
|
+166%
|
|
|
8
|
Cetera Advisors
Denver,
Colorado
|
$715K
|
+$229K
|
+9,440
|
+47%
|
|
|
9
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$633K
|
+$208K
|
+8,585
|
+49%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$579K
|
–
|
–
|
–
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$542K
|
+$73.9K
|
+3,048
|
+16%
|
|
|
12
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$501K
|
+$459K
|
+18,929
|
+1,049%
|
|
|
13
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$447K
|
-$187K
|
-7,713
|
-29%
|
|
|
14
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$380K
|
+$381K
|
+15,700
|
New
|
|
|
15
|
Cypress Wealth Services
Palm Desert,
California
|
$299K
|
–
|
–
|
–
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$233K
|
+$163K
|
+6,731
|
+232%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$139K
|
-$27.2K
|
-1,123
|
-16%
|
|
|
18
|
Next Financial Group
Houston,
Texas
|
$108K
|
-$7.46K
|
-308
|
-6%
|
|
|
19
|
Ironwood Financial
Tucson,
Arizona
|
$97K
|
–
|
–
|
–
|
|
|
20
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$84K
|
+$84.6K
|
+3,490
|
New
|
|
|
21
|
Geneos Wealth Management
Englewood,
Colorado
|
$19K
|
–
|
–
|
–
|
|
|
22
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$14K
|
+$14.5K
|
+598
|
New
|
|
|
23
|
Flow Traders U.S.
New York
|
–
|
-$880K
|
-36,323
|
Closed
|
|
|
24
|
HeadInvest LLC
Portland,
Maine
|
–
|
-$200K
|
-8,260
|
Closed
|
|
|
25
|
Capital Asset Advisory Services
Williamston,
Michigan
|
–
|
-$10K
|
-414
|
Closed
|
|
