|
1
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$15.7M
|
+$9.35M
|
+269,624
|
+140%
|
|
|
2
|
Stance Capital
Boston,
Massachusetts
|
$15M
|
-$7.94K
|
-229
|
-0.1%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.09M
|
-$2.36K
|
-68
|
-0.1%
|
|
|
4
|
|
$931K
|
-$6.14M
|
-177,232
|
-87%
|
|
|
5
|
GTS Securities
Miami,
Florida
|
$749K
|
-$1.05M
|
-30,263
|
-58%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$600K
|
+$74.3K
|
+2,144
|
+14%
|
|
|
7
|
Ausdal Financial Partners
Davenport,
Iowa
|
$583K
|
+$595K
|
+17,161
|
New
|
|
|
8
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$516K
|
–
|
–
|
–
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$424K
|
–
|
–
|
–
|
|
|
10
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$340K
|
+$119K
|
+3,443
|
+53%
|
|
|
11
|
|
$252K
|
+$258K
|
+7,436
|
New
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$204K
|
+$208K
|
+6,000
|
New
|
|
|
13
|
|
$173K
|
–
|
–
|
–
|
|
|
14
|
NBC Securities
Birmingham,
Alabama
|
$166K
|
–
|
–
|
–
|
|
|
15
|
Fidelity Investments
Boston,
Massachusetts
|
$125K
|
–
|
–
|
–
|
|
|
16
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$76.3K
|
–
|
–
|
–
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$25.4K
|
+$25.9K
|
+748
|
New
|
|
|
18
|
Harbour Investments
Madison,
Wisconsin
|
$23.5K
|
+$24K
|
+692
|
New
|
|
|
19
|
Geneos Wealth Management
Englewood,
Colorado
|
$22.3K
|
–
|
–
|
–
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$21.7K
|
–
|
–
|
–
|
|
|
21
|
Arax Advisory Partners
Denver,
Colorado
|
$20K
|
+$20.4K
|
+588
|
New
|
|
|
22
|
Golden State Wealth Management
Santa Ana,
California
|
$17.7K
|
-$277
|
-8
|
-2%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.8K
|
-$1.39K
|
-40
|
-8%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$2.38K
|
-$2.36K
|
-68
|
-49%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$249K
|
-7,523
|
Closed
|
|
