|
1
|
|
$669M
|
-$12.2M
|
-246,641
|
-2%
|
|
|
2
|
Cetera Advisor Networks
El Segundo,
California
|
$1.45M
|
+$101K
|
+2,048
|
+6%
|
|
|
3
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$1.4M
|
+$1.61M
|
+32,642
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$534K
|
+$617K
|
+12,463
|
New
|
|
|
5
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$414K
|
+$594
|
+12
|
+0.1%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$388K
|
-$170K
|
-3,442
|
-28%
|
|
|
7
|
Tower Research Capital (TRC)
New York
|
$293K
|
+$338K
|
+6,836
|
New
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$240K
|
-$71.4K
|
-1,443
|
-21%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$238K
|
-$6.13K
|
-124
|
-2%
|
|
|
10
|
Beta Wealth Group
San Diego,
California
|
$237K
|
-$892K
|
-18,021
|
-76%
|
|
|
11
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$212K
|
–
|
–
|
–
|
|
|
12
|
|
$76K
|
-$12.6K
|
-255
|
-13%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$56K
|
-$79.5K
|
-1,607
|
-55%
|
|
|
14
|
Center for Financial Planning
Southfied,
Michigan
|
$42K
|
–
|
–
|
–
|
|
|
15
|
Allworth Financial
Folsom,
California
|
$22K
|
-$49.2K
|
-995
|
-66%
|
|
|
16
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$15K
|
–
|
–
|
–
|
|
|
17
|
American Portfolios Advisors
Holbrook,
New York
|
$14.5K
|
–
|
–
|
–
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$14K
|
-$2.08M
|
-42,089
|
-99%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12K
|
+$2.92K
|
+59
|
+26%
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
$11K
|
–
|
–
|
–
|
|
|
21
|
Perkins Coie Trust Company
Seattle,
Washington
|
$5K
|
–
|
–
|
–
|
|
|
22
|
Kelly Financial Services
Braintree,
Massachusetts
|
$1.86K
|
–
|
–
|
–
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$1K
|
–
|
–
|
–
|
|
|
24
|
|
–
|
-$1.37M
|
-28,305
|
Closed
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
–
|
-$222K
|
-4,582
|
Closed
|
|
