|
1
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.45M
|
-$15.8M
|
-620,761
|
-70%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.35M
|
-$807K
|
-31,808
|
-18%
|
|
|
3
|
Apeiron RIA
Dallas,
Texas
|
$2.54M
|
+$2.71M
|
+106,683
|
New
|
|
|
4
|
Compass Capital Corp
Braintree,
Massachusetts
|
$1.64M
|
-$137K
|
-5,400
|
-7%
|
|
|
5
|
Perigon Wealth Management
San Francisco,
California
|
$841K
|
-$201K
|
-7,934
|
-18%
|
|
|
6
|
Geneos Wealth Management
Englewood,
Colorado
|
$564K
|
+$38.9K
|
+1,531
|
+7%
|
|
|
7
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$512K
|
-$8.22K
|
-324
|
-1%
|
|
|
8
|
LexAurum Advisors
Overland Park,
Kansas
|
$508K
|
+$5.89K
|
+232
|
+1%
|
|
|
9
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$455K
|
+$42.7K
|
+1,682
|
+10%
|
|
|
10
|
Binnacle Investments
Urbandale,
Iowa
|
$370K
|
+$395K
|
+15,549
|
New
|
|
|
11
|
Merit Financial Group
Alpharetta,
Georgia
|
$358K
|
+$382K
|
+15,035
|
New
|
|
|
12
|
Diversified Enterprises
Wilmington,
Delaware
|
$344K
|
-$61K
|
-2,405
|
-14%
|
|
|
13
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$324K
|
+$67.6K
|
+2,662
|
+24%
|
|
|
14
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$303K
|
+$324K
|
+12,744
|
New
|
|
|
15
|
Cora Capital Advisors
Marlton,
New Jersey
|
$251K
|
+$203
|
+8
|
+0.1%
|
|
|
16
|
S&T Bank
Indiana,
Pennsylvania
|
$150K
|
+$160K
|
+6,311
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$86K
|
+$15.4K
|
+608
|
+20%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$60.1K
|
+$2.13K
|
+84
|
+3%
|
|
|
19
|
Ross\Johnson & Associates
Plymouth,
Minnesota
|
$42.4K
|
+$40.9K
|
+1,611
|
+937%
|
|
|
20
|
|
$34.4K
|
+$355
|
+14
|
+1%
|
|
|
21
|
Central Trust Company
Jefferson City,
Missouri
|
$29.7K
|
+$31.7K
|
+1,247
|
New
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$18.6K
|
-$43.1K
|
-1,696
|
-68%
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4K
|
–
|
–
|
–
|
|
|
24
|
Whipplewood Advisors
Littleton,
Colorado
|
$3.26K
|
+$10.9K
|
+430
|
New
|
|
|
25
|
|
–
|
-$768K
|
-30,005
|
Closed
|
|
