|
1
|
Synergy Asset Management
Vancouver,
Washington
|
$4.03M
|
+$3.93M
|
+122,890
|
New
|
|
|
2
|
LPL Financial
San Diego,
California
|
$3.89M
|
+$410K
|
+12,824
|
+12%
|
|
|
3
|
|
$3.74M
|
-$132K
|
-4,109
|
-3%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.92M
|
+$43.4K
|
+1,357
|
+2%
|
|
|
5
|
Retireful LLC
Haslett,
Michigan
|
$1.62M
|
+$1.59M
|
+49,538
|
New
|
|
|
6
|
Win Advisors
Palm Beach Gardens,
Florida
|
$1.14M
|
+$1.11M
|
+34,717
|
New
|
|
|
7
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$1.13M
|
–
|
–
|
–
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$805K
|
+$355K
|
+11,106
|
+83%
|
|
|
9
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$755K
|
-$1.95K
|
-61
|
-0.3%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$693K
|
+$323K
|
+10,095
|
+91%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$587K
|
-$63.8K
|
-1,993
|
-10%
|
|
|
12
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$286K
|
+$280K
|
+8,737
|
New
|
|
|
13
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$211K
|
+$206K
|
+6,445
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$102K
|
+$17.6K
|
+549
|
+21%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$74.7K
|
-$1.39M
|
-43,326
|
-95%
|
|
|
16
|
NBC Securities
Birmingham,
Alabama
|
$28K
|
–
|
–
|
–
|
|
|
17
|
Harbour Investments
Madison,
Wisconsin
|
$22K
|
–
|
–
|
–
|
|
|
18
|
GeoWealth Management
Chicago,
Illinois
|
$21.2K
|
+$20.7K
|
+648
|
New
|
|
|
19
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$19.8K
|
+$19.3K
|
+604
|
New
|
|
|
20
|
Key Financial Inc
West Chester,
Pennsylvania
|
$5.67K
|
+$5.54K
|
+173
|
New
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$235K
|
-7,675
|
Closed
|
|
|
22
|
Comerica Bank
Dallas,
Texas
|
–
|
-$152K
|
-4,950
|
Closed
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$2.45K
|
-80
|
Closed
|
|
