|
1
|
Stifel Financial
St. Louis,
Missouri
|
$2.46M
|
+$2.5M
|
+123,967
|
New
|
|
|
2
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$1.5M
|
+$1.53M
|
+75,757
|
New
|
|
|
3
|
Trek Financial
Scottsdale,
Arizona
|
$1.36M
|
+$1.38M
|
+68,326
|
New
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.33M
|
+$1.35M
|
+66,979
|
New
|
|
|
5
|
LPL Financial
San Diego,
California
|
$546K
|
+$158K
|
+7,839
|
+40%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$518K
|
+$526K
|
+26,074
|
New
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$417K
|
+$363K
|
+17,969
|
+590%
|
|
|
8
|
|
$308K
|
-$3.93M
|
-194,966
|
-93%
|
|
|
9
|
Vista Finance
Clayton,
Missouri
|
$258K
|
+$262K
|
+13,000
|
New
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$176K
|
+$128K
|
+6,351
|
+253%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$149K
|
+$151K
|
+7,492
|
New
|
|
|
12
|
Danda Trouve Investment Management
Prairie Village,
Kansas
|
$100K
|
+$101K
|
+5,028
|
New
|
|
|
13
|
|
$79K
|
+$56.5K
|
+2,797
|
+236%
|
|
|
14
|
|
$47K
|
+$32.3K
|
+1,600
|
+213%
|
|
|
15
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$12K
|
+$11.8K
|
+585
|
New
|
|
|
16
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$10K
|
–
|
–
|
–
|
|
|
17
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$5K
|
+$5.11K
|
+253
|
New
|
|
|
18
|
Bogart Wealth LLC
Mclean,
Virginia
|
$1K
|
–
|
–
|
–
|
|
|
19
|
Karp Capital Management
Sausalito,
California
|
–
|
-$601K
|
-31,756
|
Closed
|
|
|
20
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
–
|
-$23K
|
-1,200
|
Closed
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
–
|
+$20
|
+1
|
New
|
|
