|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$585K
|
+$341K
|
+12,074
|
+120%
|
|
|
2
|
Colony Group
Boston,
Massachusetts
|
$417K
|
+$444K
|
+15,729
|
New
|
|
|
3
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$346K
|
-$32.8K
|
-1,164
|
-8%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$217K
|
–
|
–
|
–
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$132K
|
+$107K
|
+3,783
|
+307%
|
|
|
6
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$127K
|
+$34.6K
|
+1,226
|
+34%
|
|
|
7
|
Harbour Investments
Madison,
Wisconsin
|
$126K
|
+$135K
|
+4,770
|
New
|
|
|
8
|
|
$64K
|
+$69.2K
|
+2,454
|
New
|
|
|
9
|
William Blair & Company
Chicago,
Illinois
|
$46.3K
|
+$339
|
+12
|
+0.7%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$40K
|
–
|
–
|
–
|
|
|
11
|
Tradition Wealth Management
Edina,
Minnesota
|
$31K
|
+$8.97K
|
+318
|
+37%
|
|
|
12
|
GHP Investment Advisors
Denver,
Colorado
|
$21.5K
|
–
|
–
|
–
|
|
|
13
|
|
$17.3K
|
+$18.4K
|
+651
|
New
|
|
|
14
|
Asset Dedication LLC
San Francisco,
California
|
$9K
|
+$28
|
+1
|
+0.3%
|
|
|
15
|
Abound Wealth Management
Franklin,
Tennessee
|
$7.83K
|
+$28
|
+1
|
+0.3%
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$6.54K
|
-$16.7K
|
-592
|
-71%
|
|
|
17
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$4.11K
|
+$310
|
+11
|
+8%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3K
|
–
|
–
|
–
|
|
|
19
|
Stephens Consulting
Flint,
Michigan
|
$1.99K
|
–
|
–
|
–
|
|
|
20
|
Advisory Services Network
Atlanta,
Georgia
|
$1.99K
|
+$2.12K
|
+75
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$26
|
+$28
|
+1
|
New
|
|
