|
1
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.42M
|
+$455K
|
+18,517
|
+11%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$4.24M
|
+$442K
|
+17,983
|
+12%
|
|
|
3
|
Peterson Wealth Management
Sparks,
Nevada
|
$3.67M
|
+$188K
|
+7,645
|
+5%
|
|
|
4
|
AJ Wealth Strategies
New York
|
$1.84M
|
+$136K
|
+5,541
|
+8%
|
|
|
5
|
Old Mission Capital
Chicago,
Illinois
|
$855K
|
+$860K
|
+34,985
|
New
|
|
|
6
|
Secure Asset Management
Troy,
Michigan
|
$638K
|
+$47K
|
+1,911
|
+8%
|
|
|
7
|
Steward Partners Investment Advisory
New York
|
$557K
|
-$2.46K
|
-100
|
-0.4%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$435K
|
-$1.28M
|
-52,254
|
-75%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$328K
|
–
|
–
|
–
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$235K
|
–
|
–
|
–
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$224K
|
-$1.16K
|
-47
|
-0.5%
|
|
|
12
|
|
$143K
|
–
|
–
|
–
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$78K
|
+$71.8K
|
+2,920
|
+1,025%
|
|
|
14
|
Creative Financial Designs
Kokomo,
Indiana
|
$24K
|
–
|
–
|
–
|
|
|
15
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$15K
|
–
|
–
|
–
|
|
|
16
|
Avior Wealth Management
Omaha,
Nebraska
|
$14K
|
–
|
–
|
–
|
|
|
17
|
American Portfolios Advisors
Holbrook,
New York
|
$8.55K
|
+$8.61K
|
+350
|
New
|
|
|
18
|
Strategic Asset Management
Rochester,
Minnesota
|
$5K
|
+$4.92K
|
+200
|
New
|
|
|
19
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$2K
|
–
|
–
|
–
|
|
|
20
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$27K
|
-1,095
|
Closed
|
|
|
21
|
|
–
|
-$12K
|
-500
|
Closed
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
–
|
-$25
|
-1
|
-50%
|
|
