|
1
|
|
$525K
|
-$2.28M
|
-251,172
|
-81%
|
|
|
2
|
Cetera Advisor Networks
El Segundo,
California
|
$266K
|
–
|
–
|
–
|
|
|
3
|
LPL Financial
San Diego,
California
|
$258K
|
+$34.8K
|
+3,835
|
+15%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$246K
|
+$29K
|
+3,193
|
+13%
|
|
|
5
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$229K
|
–
|
–
|
–
|
|
|
6
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$186K
|
+$64.4K
|
+7,101
|
+51%
|
|
|
7
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$164K
|
+$169K
|
+18,643
|
New
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$144K
|
+$110K
|
+12,181
|
+295%
|
|
|
9
|
IHT Wealth Management
Chicago,
Illinois
|
$135K
|
–
|
–
|
–
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$100K
|
+$103K
|
+11,362
|
New
|
|
|
11
|
PFG Advisors
Phoenix,
Arizona
|
$94.5K
|
–
|
–
|
–
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$93.5K
|
–
|
–
|
–
|
|
|
13
|
Advisory Services Network
Atlanta,
Georgia
|
$90.8K
|
–
|
–
|
–
|
|
|
14
|
Financial Advocates Investment Management
Olympia,
Washington
|
$88.7K
|
–
|
–
|
–
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$19K
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14K
|
-$3.17K
|
-350
|
-18%
|
|
|
17
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$8.58K
|
+$3.09K
|
+341
|
+54%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$7.98K
|
+$8.21K
|
+905
|
New
|
|
|
19
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.41K
|
–
|
–
|
–
|
|
|
20
|
|
$2.12K
|
–
|
–
|
–
|
|
|
21
|
Grove Bank & Trust
Miami,
Florida
|
$2.09K
|
–
|
–
|
–
|
|
|
22
|
Iron Horse Wealth Management
Johston,
Iowa
|
$423
|
–
|
–
|
–
|
|
|
23
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$373
|
–
|
–
|
–
|
|
|
24
|
Huntington National Bank
Columbus,
Ohio
|
$9
|
–
|
–
|
–
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$1.18M
|
-118,500
|
Closed
|
|
