|
1
|
Peterson Wealth Management
Sparks,
Nevada
|
$4.41M
|
+$854K
|
+35,685
|
+24%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.32M
|
+$36.2K
|
+1,511
|
+0.8%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$3.66M
|
-$450K
|
-18,785
|
-11%
|
|
|
4
|
FirstPurpose Wealth
Orem,
Utah
|
$2.36M
|
+$2.38M
|
+99,471
|
New
|
|
|
5
|
AJ Wealth Strategies
New York
|
$1.79M
|
+$9.48K
|
+396
|
+0.5%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.09M
|
+$1.03M
|
+42,876
|
+1,338%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$622K
|
-$209K
|
-8,715
|
-25%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$550K
|
+$130K
|
+5,437
|
+31%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$327K
|
+$9.53K
|
+398
|
+3%
|
|
|
10
|
WBI Investments
Red Bank,
New Jersey
|
$206K
|
+$208K
|
+8,700
|
New
|
|
|
11
|
|
$155K
|
+$15.9K
|
+666
|
+11%
|
|
|
12
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$15K
|
–
|
–
|
–
|
|
|
13
|
Strategic Asset Management
Rochester,
Minnesota
|
$5K
|
–
|
–
|
–
|
|
|
14
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$2K
|
+$2.35K
|
+98
|
New
|
|
|
15
|
Secure Asset Management
Troy,
Michigan
|
–
|
-$638K
|
-26,089
|
Closed
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
–
|
-$557K
|
-22,788
|
Closed
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
–
|
-$235K
|
-9,613
|
Closed
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$224K
|
-9,149
|
Closed
|
|
|
19
|
Creative Financial Designs
Kokomo,
Indiana
|
–
|
-$24K
|
-1,000
|
Closed
|
|
|
20
|
Avior Wealth Management
Omaha,
Nebraska
|
–
|
-$14K
|
-600
|
Closed
|
|
|
21
|
American Portfolios Advisors
Holbrook,
New York
|
–
|
-$8.55K
|
-350
|
Closed
|
|
|
22
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
–
|
-$2K
|
-100
|
Closed
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
–
|
-$24
|
-1
|
Closed
|
|
