|
1
|
Trust Company
Manhattan,
Kansas
|
$5.79M
|
+$5.8M
|
+268,490
|
New
|
|
|
2
|
Truist Financial
Charlotte,
North Carolina
|
$3.36M
|
-$370K
|
-17,109
|
-10%
|
|
|
3
|
Beta Wealth Group
San Diego,
California
|
$2.59M
|
+$211K
|
+9,746
|
+9%
|
|
|
4
|
|
$1.27M
|
+$954K
|
+44,132
|
+297%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$884K
|
+$886K
|
+40,975
|
New
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$755K
|
+$115K
|
+5,319
|
+18%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$385K
|
-$575K
|
-26,595
|
-60%
|
|
|
8
|
Mattern Capital Management
Lakewood,
Colorado
|
$250K
|
-$6.72K
|
-311
|
-3%
|
|
|
9
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$201K
|
-$26K
|
-1,203
|
-11%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$140K
|
+$93.2K
|
+4,313
|
+197%
|
|
|
11
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$117K
|
–
|
–
|
–
|
|
|
12
|
Harbour Investments
Madison,
Wisconsin
|
$52.1K
|
+$21.6K
|
+1,000
|
+71%
|
|
|
13
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$46.7K
|
–
|
–
|
–
|
|
|
14
|
Advisornet Financial
Minnetonka,
Minnesota
|
$40.6K
|
–
|
–
|
–
|
|
|
15
|
Horan Securities
Cincinnati,
United States
|
$30K
|
-$11K
|
-507
|
-27%
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$18.3K
|
–
|
–
|
–
|
|
|
17
|
Parallel Advisors
San Francisco,
California
|
$17.2K
|
–
|
–
|
–
|
|
|
18
|
Sunbelt Securities
Houston,
Texas
|
$6.12K
|
+$6.16K
|
+285
|
New
|
|
|
19
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$4.75K
|
–
|
–
|
–
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$3.3K
|
+$3.31K
|
+153
|
New
|
|
|
21
|
WR Wealth Planners
Columbia,
Missouri
|
$863
|
+$865
|
+40
|
New
|
|
|
22
|
Condor Capital Management
Martinsville,
New Jersey
|
–
|
-$2.94M
|
-139,281
|
Closed
|
|
|
23
|
Beacon Pointe Advisors
Newport Beach,
California
|
–
|
-$1.52M
|
-72,225
|
Closed
|
|
|
24
|
Mount Yale Investment Advisors
Denver,
Colorado
|
–
|
-$242K
|
-11,475
|
Closed
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$122K
|
-5,798
|
Closed
|
|
