|
1
|
|
$87.4M
|
+$12.6M
|
+401,193
|
+17%
|
|
|
2
|
von Borstel & Associates
The Dalles,
Oregon
|
$4.36M
|
+$4.22M
|
+134,430
|
New
|
|
|
3
|
Wayfinding Financial
Lynnwood,
Washington
|
$4.28M
|
-$1.1K
|
-35
|
-0%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$2.98M
|
+$1.06M
|
+33,882
|
+57%
|
|
|
5
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.86M
|
+$1.49M
|
+47,483
|
+453%
|
|
|
6
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.77M
|
+$1.73M
|
+55,218
|
New
|
|
|
7
|
Savvy Advisors Inc
New York
|
$690K
|
–
|
–
|
–
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$596K
|
-$54.8K
|
-1,746
|
-9%
|
|
|
9
|
Smith, Moore & Co
Clayton,
Missouri
|
$248K
|
–
|
–
|
–
|
|
|
10
|
Concurrent Investment Advisors
Tampa,
Florida
|
$212K
|
+$208K
|
+6,634
|
New
|
|
|
11
|
Comerica Bank
Dallas,
Texas
|
$90.6K
|
-$628
|
-20
|
-0.7%
|
|
|
12
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$5.99M
|
-195,374
|
Closed
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$1.29M
|
-41,983
|
Closed
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$611K
|
-19,937
|
Closed
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
–
|
-$356K
|
-11,601
|
Closed
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$31
|
-1
|
Closed
|
|
