|
1
|
Synergy Asset Management
Vancouver,
Washington
|
$4.03M
|
–
|
–
|
–
|
|
|
2
|
LPL Financial
San Diego,
California
|
$3.25M
|
-$479K
|
-14,828
|
-12%
|
|
|
3
|
|
$2.47M
|
-$1.14M
|
-35,268
|
-31%
|
|
|
4
|
Manske Wealth Management
Houston,
Texas
|
$2.3M
|
+$2.38M
|
+73,635
|
New
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.88M
|
+$43.9K
|
+1,358
|
+2%
|
|
|
6
|
Retireful LLC
Haslett,
Michigan
|
$1.53M
|
-$18.3K
|
-567
|
-1%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$1.37M
|
+$736K
|
+22,765
|
+108%
|
|
|
8
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$1.09M
|
+$9.7K
|
+300
|
+0.9%
|
|
|
9
|
Win Advisors
Palm Beach Gardens,
Florida
|
$915K
|
-$177K
|
-5,472
|
-16%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$912K
|
+$942K
|
+29,150
|
New
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$529K
|
-$31.8K
|
-985
|
-6%
|
|
|
12
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$340K
|
-$393K
|
-12,147
|
-53%
|
|
|
13
|
|
$314K
|
+$324K
|
+10,029
|
New
|
|
|
14
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$202K
|
–
|
–
|
–
|
|
|
15
|
Comerica Bank
Dallas,
Texas
|
$106K
|
+$109K
|
+3,376
|
New
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$85.2K
|
-$12.6K
|
-390
|
-13%
|
|
|
17
|
SBI Securities
Tokyo,
Japan
|
$37.2K
|
+$38.5K
|
+1,190
|
New
|
|
|
18
|
Harbour Investments
Madison,
Wisconsin
|
$21K
|
–
|
–
|
–
|
|
|
19
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$19.2K
|
+$291
|
+9
|
+1%
|
|
|
20
|
AE Wealth Management
Topeka,
Kansas
|
$11.3K
|
+$11.6K
|
+360
|
New
|
|
|
21
|
Key Financial Inc
West Chester,
Pennsylvania
|
$5.41K
|
–
|
–
|
–
|
|
|
22
|
GeoWealth Management
Chicago,
Illinois
|
$688
|
-$20.2K
|
-626
|
-97%
|
|
|
23
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
–
|
-$286K
|
-8,737
|
Closed
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
–
|
-$74.7K
|
-2,280
|
Closed
|
|
|
25
|
NBC Securities
Birmingham,
Alabama
|
–
|
-$28K
|
-883
|
Closed
|
|
