|
1
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$21.1M
|
-$2.41M
|
-80,998
|
-11%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.09M
|
–
|
–
|
–
|
|
|
3
|
GTS Securities
Miami,
Florida
|
$1.05M
|
+$148K
|
+4,960
|
+17%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$624K
|
-$346K
|
-11,614
|
-37%
|
|
|
5
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$576K
|
–
|
–
|
–
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$376K
|
-$507
|
-17
|
-0.1%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$328K
|
-$28.6K
|
-961
|
-8%
|
|
|
8
|
Modern Wealth Management
Lenexa,
Kansas
|
$223K
|
–
|
–
|
–
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$211K
|
+$200K
|
+6,724
|
New
|
|
|
10
|
|
$169K
|
-$33.5K
|
-1,124
|
-17%
|
|
|
11
|
NBC Securities
Birmingham,
Alabama
|
$151K
|
–
|
–
|
–
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$124K
|
-$12.7K
|
-426
|
-10%
|
|
|
13
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$70.4K
|
–
|
–
|
–
|
|
|
14
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$31.5K
|
–
|
–
|
–
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$20K
|
+$9.96K
|
+334
|
+112%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.8K
|
-$41.7K
|
-1,400
|
-75%
|
|
|
17
|
NewEdge Advisors
New Orleans,
Louisiana
|
$5.11K
|
–
|
–
|
–
|
|
|
18
|
Venturi Wealth Management
Austin,
Texas
|
$1.35K
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$720
|
-$24.5K
|
-823
|
-97%
|
|
|
20
|
Essex LLC
Deer Park,
Illinois
|
–
|
-$3.94M
|
-133,815
|
Closed
|
|
|
21
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
–
|
-$22.8K
|
-754
|
Closed
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
–
|
-$6.5K
|
-221
|
Closed
|
|
