|
1
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$17.8M
|
-$1.75M
|
-56,760
|
-9%
|
|
|
2
|
Stance Capital
Boston,
Massachusetts
|
$14.3M
|
+$40.6K
|
+1,318
|
+0.3%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.92M
|
-$72.6K
|
-2,355
|
-4%
|
|
|
4
|
GTS Securities
Miami,
Florida
|
$973K
|
-$58.5K
|
-1,897
|
-5%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$575K
|
-$19.7K
|
-638
|
-3%
|
|
|
6
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$453K
|
-$98.7K
|
-3,200
|
-17%
|
|
|
7
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$246K
|
+$255K
|
+8,255
|
New
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$221K
|
-$73.8K
|
-2,394
|
-24%
|
|
|
9
|
Modern Wealth Management
Lenexa,
Kansas
|
$212K
|
–
|
–
|
–
|
|
|
10
|
|
$161K
|
–
|
–
|
–
|
|
|
11
|
NBC Securities
Birmingham,
Alabama
|
$144K
|
+$149K
|
+4,828
|
+120,700%
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$110K
|
–
|
–
|
–
|
|
|
13
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$67K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$60.3K
|
+$12.7K
|
+413
|
+26%
|
|
|
15
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$26.6K
|
–
|
–
|
–
|
|
|
16
|
Geneos Wealth Management
Englewood,
Colorado
|
$19.6K
|
–
|
–
|
–
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$19K
|
–
|
–
|
–
|
|
|
18
|
Golden State Wealth Management
Santa Ana,
California
|
$15.8K
|
–
|
–
|
–
|
|
|
19
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.86K
|
–
|
–
|
–
|
|
|
20
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$1.37K
|
+$1.42K
|
+46
|
New
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$366K
|
-12,058
|
Closed
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$14.4K
|
-474
|
Closed
|
|
|
23
|
Venturi Wealth Management
Austin,
Texas
|
–
|
-$1.3K
|
-43
|
Closed
|
|
|
24
|
Tower Research Capital (TRC)
New York
|
–
|
-$303
|
-10
|
Closed
|
|
