|
1
|
Austin Wealth Management
Austin,
Texas
|
$3.97M
|
+$477K
|
+9,714
|
+14%
|
|
|
2
|
|
$3.13M
|
-$1.33M
|
-27,018
|
-30%
|
|
|
3
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$2.84M
|
+$189K
|
+3,859
|
+7%
|
|
|
4
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$2M
|
-$713K
|
-14,527
|
-26%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.37M
|
-$977K
|
-19,918
|
-42%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$945K
|
-$1.3M
|
-26,403
|
-58%
|
|
|
7
|
Silver Oak Securities
Jackson,
Tennessee
|
$833K
|
-$73.3K
|
-1,495
|
-8%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$800K
|
+$475K
|
+9,674
|
+147%
|
|
|
9
|
Financial Connections Group
Corte Madera,
California
|
$430K
|
-$127K
|
-2,592
|
-23%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$334K
|
-$266K
|
-5,426
|
-44%
|
|
|
11
|
Geneos Wealth Management
Englewood,
Colorado
|
$204K
|
-$250K
|
-5,103
|
-55%
|
|
|
12
|
McCarthy Asset Management
Redwood Shores,
California
|
$202K
|
-$39.1K
|
-798
|
-16%
|
|
|
13
|
|
$34.6K
|
+$49
|
+1
|
+0.1%
|
|
|
14
|
Farther Finance Advisors
San Francisco,
California
|
$14.8K
|
+$14.7K
|
+300
|
New
|
|
|
15
|
Coppell Advisory Solutions
Coppell,
Texas
|
$3.1K
|
+$3.09K
|
+63
|
New
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
$49
|
+$49
|
+1
|
New
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$815K
|
-16,602
|
Closed
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
-$91K
|
-1,870
|
Closed
|
|
