|
1
|
Stance Capital
Boston,
Massachusetts
|
$15.4M
|
-$111K
|
-3,445
|
-0.7%
|
|
|
2
|
|
$13.9M
|
–
|
–
|
–
|
|
|
3
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$7.01M
|
-$496K
|
-15,451
|
-7%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.98M
|
–
|
–
|
–
|
|
|
5
|
GTS Securities
Miami,
Florida
|
$918K
|
-$39.8M
|
-1,238,413
|
-98%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$517K
|
-$59.8K
|
-1,863
|
-11%
|
|
|
7
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$497K
|
–
|
–
|
–
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$415K
|
+$8.96K
|
+279
|
+2%
|
|
|
9
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$325K
|
–
|
–
|
–
|
|
|
10
|
|
$166K
|
–
|
–
|
–
|
|
|
11
|
NBC Securities
Birmingham,
Alabama
|
$158K
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$149K
|
-$53.5K
|
-1,665
|
-27%
|
|
|
13
|
Fidelity Investments
Boston,
Massachusetts
|
$121K
|
–
|
–
|
–
|
|
|
14
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$73.4K
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$52K
|
+$51.3K
|
+1,599
|
New
|
|
|
16
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$32.9K
|
–
|
–
|
–
|
|
|
17
|
Wealthspire Advisors (New York)
New York
|
$31.9K
|
+$31.3K
|
+976
|
New
|
|
|
18
|
Geneos Wealth Management
Englewood,
Colorado
|
$21.4K
|
–
|
–
|
–
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$21K
|
–
|
–
|
–
|
|
|
20
|
Golden State Wealth Management
Santa Ana,
California
|
$17.3K
|
–
|
–
|
–
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.5K
|
-$72K
|
-2,242
|
-83%
|
|
|
22
|
Modern Wealth Management
Lenexa,
Kansas
|
–
|
-$220K
|
-7,118
|
Closed
|
|
|
23
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
–
|
-$213K
|
-6,890
|
Closed
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
–
|
-$95.6K
|
-3,097
|
Closed
|
|
|
25
|
Abound Wealth Management
Franklin,
Tennessee
|
–
|
-$15.1K
|
-490
|
Closed
|
|
