|
1
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$23.9M
|
-$504K
|
-17,513
|
-2%
|
|
|
2
|
Essex LLC
Deer Park,
Illinois
|
$4.32M
|
+$4.1M
|
+142,675
|
New
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.06M
|
+$1.96M
|
+68,011
|
New
|
|
|
4
|
LPL Financial
San Diego,
California
|
$928K
|
+$882K
|
+30,655
|
New
|
|
|
5
|
|
$665K
|
+$632K
|
+21,957
|
New
|
|
|
6
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$557K
|
+$529K
|
+18,404
|
New
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$372K
|
+$353K
|
+12,286
|
New
|
|
|
8
|
GTS Securities
Miami,
Florida
|
$371K
|
+$31.3K
|
+1,088
|
+10%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$368K
|
+$349K
|
+12,146
|
New
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$368K
|
+$134K
|
+4,651
|
+62%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$312K
|
+$170K
|
+5,911
|
+134%
|
|
|
12
|
Modern Wealth Management
Lenexa,
Kansas
|
$215K
|
+$205K
|
+7,118
|
New
|
|
|
13
|
|
$197K
|
+$187K
|
+6,518
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$179K
|
+$124K
|
+4,327
|
+274%
|
|
|
15
|
NBC Securities
Birmingham,
Alabama
|
$146K
|
+$139K
|
+4,832
|
New
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
$136K
|
+$129K
|
+4,490
|
New
|
|
|
17
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$68K
|
+$64.7K
|
+2,248
|
New
|
|
|
18
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$30.2K
|
+$28.9K
|
+1,006
|
New
|
|
|
19
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$21.8K
|
+$21.7K
|
+754
|
New
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.7K
|
+$13.3K
|
+462
|
+513%
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9K
|
–
|
–
|
–
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$6.54K
|
+$2.1K
|
+73
|
+51%
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.93K
|
–
|
–
|
–
|
|
|
24
|
Venturi Wealth Management
Austin,
Texas
|
$1.3K
|
+$1.24K
|
+43
|
New
|
|
|
25
|
|
–
|
-$581K
|
-20,653
|
Closed
|
|
