|
1
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.32M
|
-$13.8M
|
-568,330
|
-69%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.44M
|
-$789K
|
-32,398
|
-19%
|
|
|
3
|
Apeiron RIA
Dallas,
Texas
|
$3.35M
|
+$3.29M
|
+135,144
|
New
|
|
|
4
|
|
$1.24M
|
-$798K
|
-32,784
|
-40%
|
|
|
5
|
Perigon Wealth Management
San Francisco,
California
|
$772K
|
-$164K
|
-6,747
|
-18%
|
|
|
6
|
Geneos Wealth Management
Englewood,
Colorado
|
$531K
|
+$36.6K
|
+1,502
|
+8%
|
|
|
7
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$481K
|
-$6.06K
|
-249
|
-1%
|
|
|
8
|
LexAurum Advisors
Overland Park,
Kansas
|
$462K
|
-$2.09K
|
-86
|
-0.5%
|
|
|
9
|
Binnacle Investments
Urbandale,
Iowa
|
$417K
|
+$410K
|
+16,823
|
New
|
|
|
10
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$391K
|
-$1.29K
|
-53
|
-0.3%
|
|
|
11
|
Merit Financial Group
Alpharetta,
Georgia
|
$390K
|
+$383K
|
+15,734
|
New
|
|
|
12
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$355K
|
+$55.2K
|
+2,269
|
+19%
|
|
|
13
|
Diversified Enterprises
Wilmington,
Delaware
|
$304K
|
-$41.3K
|
-1,697
|
-12%
|
|
|
14
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$284K
|
+$279K
|
+11,464
|
New
|
|
|
15
|
Cora Capital Advisors
Marlton,
New Jersey
|
$226K
|
+$438
|
+18
|
+0.2%
|
|
|
16
|
S&T Bank
Indiana,
Pennsylvania
|
$130K
|
+$128K
|
+5,253
|
New
|
|
|
17
|
Ross\Johnson & Associates
Plymouth,
Minnesota
|
$76.7K
|
+$71.7K
|
+2,947
|
+1,965%
|
|
|
18
|
|
$40.6K
|
+$292
|
+12
|
+0.7%
|
|
|
19
|
Central Trust Company
Jefferson City,
Missouri
|
$36.4K
|
+$35.7K
|
+1,468
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30K
|
-$50.5K
|
-2,075
|
-63%
|
|
|
21
|
NewEdge Advisors
New Orleans,
Louisiana
|
$19.7K
|
-$36.1K
|
-1,484
|
-65%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$4.78K
|
-$2.68K
|
-110
|
-36%
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3K
|
–
|
–
|
–
|
|
|
24
|
Allworth Financial
Folsom,
California
|
–
|
-$8.12K
|
-341
|
Closed
|
|
|
25
|
Coppell Advisory Solutions
Coppell,
Texas
|
–
|
-$4.52K
|
-193
|
Closed
|
|
