|
1
|
LPL Financial
San Diego,
California
|
$2.9M
|
-$809
|
-21
|
-0%
|
|
|
2
|
|
$1.38M
|
+$1.18M
|
+30,612
|
+591%
|
|
|
3
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$836K
|
+$837K
|
+21,738
|
New
|
|
|
4
|
Independent Wealth Network
Urbandale,
Iowa
|
$539K
|
-$80.9K
|
-2,100
|
-13%
|
|
|
5
|
Advisory Services Network
Atlanta,
Georgia
|
$496K
|
+$10.3K
|
+267
|
+2%
|
|
|
6
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$265K
|
-$69.7K
|
-1,809
|
-21%
|
|
|
7
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$261K
|
+$49.9K
|
+1,295
|
+24%
|
|
|
8
|
Northwest Wealth Management
Spencer,
Iowa
|
$207K
|
–
|
–
|
–
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$142K
|
+$22.6K
|
+586
|
+19%
|
|
|
10
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$22K
|
+$2.89K
|
+75
|
+15%
|
|
|
11
|
American Portfolios Advisors
Holbrook,
New York
|
$19K
|
–
|
–
|
–
|
|
|
12
|
Creative Financial Designs
Kokomo,
Indiana
|
$14K
|
–
|
–
|
–
|
|
|
13
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$10K
|
-$154K
|
-4,006
|
-94%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$8K
|
+$7.7K
|
+200
|
New
|
|
|
15
|
Geneos Wealth Management
Englewood,
Colorado
|
$8K
|
+$8.67K
|
+225
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$4K
|
-$42.4K
|
-1,101
|
-92%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
–
|
-$439K
|
-10,842
|
Closed
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
–
|
+$39
|
+1
|
New
|
|
