|
1
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$5.28M
|
+$18.4K
|
+332
|
+0.3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$4M
|
+$577K
|
+10,423
|
+17%
|
|
|
3
|
SignalPoint Asset Management
Springfield,
Missouri
|
$3.01M
|
+$272K
|
+4,915
|
+10%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.19M
|
-$382K
|
-6,895
|
-24%
|
|
|
5
|
|
$947K
|
-$129K
|
-2,330
|
-12%
|
|
|
6
|
Journey Strategic Wealth
Summit,
New Jersey
|
$866K
|
+$864K
|
+15,610
|
New
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$390K
|
+$17.2K
|
+311
|
+5%
|
|
|
8
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$358K
|
–
|
–
|
–
|
|
|
9
|
Financial Advocates Investment Management
Olympia,
Washington
|
$344K
|
-$65K
|
-1,175
|
-16%
|
|
|
10
|
Rockefeller Capital Management
New York
|
$313K
|
+$25.1K
|
+454
|
+9%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$269K
|
-$31.4K
|
-568
|
-10%
|
|
|
12
|
Strategic Blueprint
Atlanta,
Georgia
|
$241K
|
+$241K
|
+4,347
|
New
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$212K
|
–
|
–
|
–
|
|
|
14
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$209K
|
–
|
–
|
–
|
|
|
15
|
Harbour Investments
Madison,
Wisconsin
|
$75K
|
-$25.7K
|
-465
|
-26%
|
|
|
16
|
Geneos Wealth Management
Englewood,
Colorado
|
$72K
|
–
|
–
|
–
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$51K
|
-$554
|
-10
|
-1%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$34K
|
–
|
–
|
–
|
|
|
19
|
IFG Advisory
Atlanta,
Georgia
|
–
|
-$287K
|
-5,277
|
Closed
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
–
|
-$55
|
-1
|
Closed
|
|
