|
1
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.73M
|
+$2.63M
|
+54,153
|
+238%
|
|
|
2
|
WNY Asset Management
Williamsville,
New York
|
$3.52M
|
-$81.7K
|
-1,685
|
-2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.44M
|
+$952K
|
+19,621
|
+38%
|
|
|
4
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$3.1M
|
-$341K
|
-7,033
|
-10%
|
|
|
5
|
Financial Connections Group
Corte Madera,
California
|
$1.93M
|
-$1.67M
|
-34,388
|
-46%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.75M
|
+$474K
|
+9,770
|
+37%
|
|
|
7
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$1.18M
|
+$686K
|
+14,149
|
+140%
|
|
|
8
|
Pinnacle Wealth Management
Roseville,
California
|
$1.14M
|
+$1.14M
|
+23,560
|
New
|
|
|
9
|
|
$1.03M
|
-$410K
|
-8,449
|
-29%
|
|
|
10
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.01M
|
+$389K
|
+8,021
|
+62%
|
|
|
11
|
Silver Oak Securities
Jackson,
Tennessee
|
$606K
|
-$288K
|
-5,931
|
-32%
|
|
|
12
|
BlackDiamond Wealth Management
New York
|
$478K
|
-$121K
|
-2,491
|
-20%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$424K
|
+$425K
|
+8,758
|
New
|
|
|
14
|
McCarthy Asset Management
Redwood Shores,
California
|
$378K
|
+$4.71K
|
+97
|
+1%
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$124K
|
+$124K
|
+2,561
|
New
|
|
|
16
|
NVWM LLC
Yardley,
Pennsylvania
|
$24.4K
|
–
|
–
|
–
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$1.21K
|
+$1.21K
|
+25
|
New
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$242
|
+$243
|
+5
|
New
|
|
|
19
|
O'Donnell Financial Services
San Rafael,
California
|
–
|
-$5.97M
|
-123,085
|
Closed
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$3.46M
|
-71,264
|
Closed
|
|
|
21
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
–
|
-$243K
|
-5,000
|
Closed
|
|
