|
1
|
TAP Consulting
Kirkwood,
Missouri
|
$1.77M
|
+$1.8M
|
+97,852
|
New
|
|
|
2
|
|
$1.22M
|
+$1.24M
|
+67,413
|
New
|
|
|
3
|
Cambridge Advisors
Omaha,
Nebraska
|
$583K
|
+$32.3K
|
+1,753
|
+6%
|
|
|
4
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$300K
|
+$305K
|
+16,539
|
New
|
|
|
5
|
Geneos Wealth Management
Englewood,
Colorado
|
$152K
|
–
|
–
|
–
|
|
|
6
|
Optiver Holding
Amsterdam,
Netherlands
|
$68K
|
+$69.2K
|
+3,754
|
New
|
|
|
7
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$25K
|
–
|
–
|
–
|
|
|
8
|
Glassman Wealth Services
Vienna,
Virginia
|
$13K
|
–
|
–
|
–
|
|
|
9
|
Professional Financial Advisors
North Platte,
Nebraska
|
$12K
|
+$55
|
+3
|
+0.4%
|
|
|
10
|
|
$9K
|
–
|
–
|
–
|
|
|
11
|
IFP Advisors
Tampa,
Florida
|
$7K
|
–
|
–
|
–
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6K
|
-$332
|
-18
|
-5%
|
|
|
13
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$6K
|
+$18
|
+1
|
+0.3%
|
|
|
14
|
Strategic Blueprint
Atlanta,
Georgia
|
$5K
|
+$5.53K
|
+300
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$4K
|
–
|
–
|
–
|
|
|
16
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$4K
|
+$3.69K
|
+200
|
New
|
|
|
17
|
Focused Wealth Management
Newburgh,
New York
|
$3K
|
+$18
|
+1
|
+0.6%
|
|
|
18
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
19
|
Islay Capital Management
Lubbock,
Texas
|
$1K
|
–
|
–
|
–
|
|
|
20
|
|
–
|
-$314K
|
-15,354
|
Closed
|
|
|
21
|
WealthShield Partners
Cary,
North Carolina
|
–
|
-$8K
|
-400
|
Closed
|
|
|
22
|
Sowell Financial Services
North Little Rock,
Arkansas
|
–
|
-$4K
|
-200
|
Closed
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$18
|
+1
|
New
|
|
|
24
|
Albion Financial Group
Salt Lake City,
Utah
|
–
|
+$111
|
+6
|
New
|
|
