|
1
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4M
|
+$2.82M
|
+115,488
|
+247%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$3.83M
|
+$202K
|
+8,280
|
+6%
|
|
|
3
|
Peterson Wealth Management
Sparks,
Nevada
|
$3.52M
|
+$3.48M
|
+142,583
|
New
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.73M
|
+$660K
|
+27,022
|
+63%
|
|
|
5
|
AJ Wealth Strategies
New York
|
$1.72M
|
+$931K
|
+38,144
|
+120%
|
|
|
6
|
Secure Asset Management
Troy,
Michigan
|
$596K
|
+$50.4K
|
+2,062
|
+9%
|
|
|
7
|
Steward Partners Investment Advisory
New York
|
$564K
|
+$28.7K
|
+1,177
|
+5%
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$330K
|
–
|
–
|
–
|
|
|
9
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$237K
|
-$14.7K
|
-600
|
-6%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$227K
|
+$10.7K
|
+437
|
+5%
|
|
|
11
|
|
$144K
|
–
|
–
|
–
|
|
|
12
|
Advisory Services Network
Atlanta,
Georgia
|
$27K
|
+$26.7K
|
+1,095
|
New
|
|
|
13
|
Creative Financial Designs
Kokomo,
Indiana
|
$25K
|
–
|
–
|
–
|
|
|
14
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$15K
|
+$15.1K
|
+618
|
New
|
|
|
15
|
Avior Wealth Management
Omaha,
Nebraska
|
$14K
|
–
|
–
|
–
|
|
|
16
|
|
$12K
|
–
|
–
|
–
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$7K
|
+$2.44K
|
+100
|
+54%
|
|
|
18
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$2K
|
–
|
–
|
–
|
|
|
19
|
Eudaimonia Partners
Winchester,
Tennessee
|
–
|
-$4K
|
-163
|
Closed
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
–
|
+$24
|
+1
|
+100%
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$49
|
+2
|
+50%
|
|
