|
1
|
World Investment Advisors
Santa Barbara,
California
|
$1.46M
|
–
|
–
|
–
|
|
|
2
|
Venture Visionary Partners
Sylvania,
Ohio
|
$244K
|
–
|
–
|
–
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$198K
|
–
|
–
|
–
|
|
|
4
|
Parallel Advisors
San Francisco,
California
|
$110K
|
+$106K
|
+4,000
|
New
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$73.3K
|
+$15.3K
|
+580
|
+28%
|
|
|
6
|
Harbour Investments
Madison,
Wisconsin
|
$55.6K
|
+$53.6K
|
+2,025
|
New
|
|
|
7
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$18.9K
|
–
|
–
|
–
|
|
|
8
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$13.7K
|
+$13.2K
|
+500
|
New
|
|
|
9
|
Allworth Financial
Folsom,
California
|
$13.6K
|
+$13.2K
|
+497
|
New
|
|
|
10
|
Worth Asset Management
Dallas,
Texas
|
$8.24K
|
+$7.94K
|
+300
|
New
|
|
|
11
|
WealthPLAN Partners
Omaha,
Nebraska
|
$4.97K
|
-$159
|
-6
|
-3%
|
|
|
12
|
Horan Securities
Cincinnati,
United States
|
$2.75K
|
–
|
–
|
–
|
|
|
13
|
IFP Advisors
Tampa,
Florida
|
$1.04K
|
+$1K
|
+38
|
New
|
|
|
14
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
–
|
-$8.21K
|
-310
|
Closed
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
–
|
-$1.41K
|
-54
|
Closed
|
|
|
16
|
ICA Group Wealth Management
Denver,
Colorado
|
–
|
-$130
|
-5
|
Closed
|
|
