|
1
|
WorthPointe
La Jolla,
California
|
$2.6M
|
+$663K
|
+19,389
|
+37%
|
|
|
2
|
Atria Investments
Charlotte,
North Carolina
|
$1.98M
|
+$121K
|
+3,544
|
+7%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$1.73M
|
+$295K
|
+8,617
|
+22%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.21M
|
-$45.2K
|
-1,321
|
-4%
|
|
|
5
|
|
$1.12M
|
+$34
|
+1
|
+0%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.07M
|
+$6.19K
|
+181
|
+0.6%
|
|
|
7
|
Private Advisor Group
Morristown,
New Jersey
|
$771K
|
-$41.8K
|
-1,223
|
-5%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$692K
|
-$480K
|
-14,031
|
-43%
|
|
|
9
|
MML Investors Services
Springfield,
Massachusetts
|
$533K
|
+$24.3K
|
+712
|
+5%
|
|
|
10
|
Brookstone Capital Management
Wheaton,
Illinois
|
$433K
|
+$25.5K
|
+747
|
+7%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$417K
|
+$7.25K
|
+212
|
+2%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$393K
|
-$93.1K
|
-2,724
|
-20%
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$390K
|
+$69.1K
|
+2,020
|
+24%
|
|
|
14
|
McCollum Christoferson Group
Amherst,
New York
|
$336K
|
–
|
–
|
–
|
|
|
15
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$273K
|
+$255K
|
+7,473
|
New
|
|
|
16
|
Cetera Advisors
Denver,
Colorado
|
$235K
|
-$4.96K
|
-145
|
-2%
|
|
|
17
|
Merit Financial Group
Alpharetta,
Georgia
|
$215K
|
+$201K
|
+5,880
|
New
|
|
|
18
|
Fairman Group
Chesterbrook,
Pennsylvania
|
$179K
|
+$168K
|
+4,916
|
New
|
|
|
19
|
Winch Advisory Services
Appleton,
Wisconsin
|
$157K
|
+$410
|
+12
|
+0.3%
|
|
|
20
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$113K
|
–
|
–
|
–
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$93K
|
–
|
–
|
–
|
|
|
22
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$39.4K
|
–
|
–
|
–
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$29.1K
|
+$27.1K
|
+794
|
New
|
|
|
24
|
Principal Securities
Des Moines,
Iowa
|
$22.3K
|
+$20.9K
|
+610
|
New
|
|
|
25
|
S.A. Mason
Holland,
Michigan
|
$19K
|
+$17.8K
|
+520
|
New
|
|
