|
1
|
LPL Financial
San Diego,
California
|
$2.72M
|
+$190K
|
+10,879
|
+7%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$2.13M
|
-$279K
|
-15,952
|
-12%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.23M
|
+$20K
|
+1,142
|
+2%
|
|
|
4
|
FirstPurpose Wealth
Orem,
Utah
|
$898K
|
-$450K
|
-25,705
|
-33%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$686K
|
+$279K
|
+15,969
|
+68%
|
|
|
6
|
Eudaimonia Partners
Winchester,
Tennessee
|
$538K
|
+$66.5K
|
+3,798
|
+14%
|
|
|
7
|
Eudaimonia Advisors
Winchester,
Tennessee
|
$489K
|
+$71.2K
|
+4,068
|
+17%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$231K
|
+$12.1K
|
+691
|
+5%
|
|
|
9
|
Comerica Bank
Dallas,
Texas
|
$226K
|
+$228K
|
+13,000
|
New
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$206K
|
+$208K
|
+11,870
|
New
|
|
|
11
|
Inspire Advisors
Meridian,
Idaho
|
$195K
|
+$196K
|
+11,207
|
New
|
|
|
12
|
IFP Advisors
Tampa,
Florida
|
$182K
|
–
|
–
|
–
|
|
|
13
|
Tucker Asset Management
Littleton,
Colorado
|
$81.8K
|
+$82.4K
|
+4,708
|
+235,400%
|
|
|
14
|
|
$46.1K
|
–
|
–
|
–
|
|
|
15
|
NBC Securities
Birmingham,
Alabama
|
$14K
|
+$14.5K
|
+831
|
New
|
|
|
16
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$11.8K
|
–
|
–
|
–
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$21
|
–
|
–
|
–
|
|
|
18
|
Peterson Wealth Management
Sparks,
Nevada
|
–
|
-$1.71M
|
-96,267
|
Closed
|
|
|
19
|
|
–
|
-$468K
|
-26,338
|
Closed
|
|
