|
1
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$5.17M
|
+$136K
|
+2,404
|
+3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$3.36M
|
+$1.01M
|
+17,763
|
+40%
|
|
|
3
|
SignalPoint Asset Management
Springfield,
Missouri
|
$2.69M
|
+$869K
|
+15,311
|
+45%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.53M
|
-$307K
|
-5,413
|
-16%
|
|
|
5
|
|
$1.06M
|
+$1.1M
|
+19,379
|
New
|
|
|
6
|
Financial Advocates Investment Management
Olympia,
Washington
|
$402K
|
+$34.6K
|
+610
|
+9%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$367K
|
+$382K
|
+6,728
|
New
|
|
|
8
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$352K
|
–
|
–
|
–
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$296K
|
-$23.5K
|
-414
|
-7%
|
|
|
10
|
IFG Advisory
Atlanta,
Georgia
|
$287K
|
+$23.7K
|
+417
|
+9%
|
|
|
11
|
Rockefeller Capital Management
New York
|
$283K
|
+$296K
|
+5,206
|
New
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$208K
|
-$4.2K
|
-74
|
-2%
|
|
|
13
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$205K
|
+$214K
|
+3,762
|
New
|
|
|
14
|
Harbour Investments
Madison,
Wisconsin
|
$99K
|
+$3.97K
|
+70
|
+4%
|
|
|
15
|
Geneos Wealth Management
Englewood,
Colorado
|
$71K
|
–
|
–
|
–
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$51K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$33K
|
–
|
–
|
–
|
|
|
18
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$570K
|
-10,243
|
Closed
|
|
|
19
|
Level Four Advisory Services
Dallas,
Texas
|
–
|
-$368K
|
-6,610
|
Closed
|
|
|
20
|
Strategic Blueprint
Atlanta,
Georgia
|
–
|
-$130K
|
-2,344
|
Closed
|
|
|
21
|
|
–
|
-$66K
|
-1,184
|
Closed
|
|
