|
1
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$230M
|
+$7.06M
|
+222,438
|
+3%
|
|
|
2
|
4Wealth Advisors
Burr Ridge,
Illinois
|
$4.88M
|
+$495K
|
+15,608
|
+11%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$1.91M
|
+$1.52M
|
+47,896
|
+360%
|
|
|
4
|
Millington Securities
Red Bank,
New Jersey
|
$553K
|
+$562K
|
+17,710
|
New
|
|
|
5
|
WBI Investments
Red Bank,
New Jersey
|
$553K
|
+$562K
|
+17,710
|
New
|
|
|
6
|
RFG Advisory
Birmingham,
Alabama
|
$368K
|
-$6K
|
-189
|
-2%
|
|
|
7
|
Maridea Wealth Management
Brooklyn,
New York
|
$201K
|
+$204K
|
+6,424
|
New
|
|
|
8
|
|
$143K
|
+$32
|
+1
|
+0%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$117K
|
+$119K
|
+3,761
|
New
|
|
|
10
|
AE Wealth Management
Topeka,
Kansas
|
$38.7K
|
+$39.3K
|
+1,240
|
New
|
|
|
11
|
|
–
|
-$1M
|
-32,689
|
Closed
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$277K
|
-9,043
|
Closed
|
|
|
13
|
Brookstone Capital Management
Wheaton,
Illinois
|
–
|
-$202K
|
-6,576
|
Closed
|
|
|
14
|
Premier Financial Group
Eureka,
California
|
–
|
-$123K
|
-3,995
|
Closed
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
–
|
-$5.03K
|
-164
|
Closed
|
|
