|
1
|
Mosaic Financial Partners
San Francisco,
California
|
$7.41M
|
+$6.5M
|
+382,865
|
+432%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.64M
|
+$7.44K
|
+438
|
+0.1%
|
|
|
3
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$2.82M
|
+$2.38K
|
+140
|
+0.1%
|
|
|
4
|
Stephens Inc
Little Rock,
Arkansas
|
$2.75M
|
+$36.5K
|
+2,150
|
+1%
|
|
|
5
|
Gradient Investments
Arden Hills,
Minnesota
|
$2.63M
|
+$273K
|
+16,102
|
+11%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.4M
|
+$177K
|
+10,426
|
+13%
|
|
|
7
|
|
$1.39M
|
+$702K
|
+41,344
|
+88%
|
|
|
8
|
|
$1.14M
|
+$384K
|
+22,617
|
+45%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$878K
|
-$1.04M
|
-61,232
|
-53%
|
|
|
10
|
Caprock Group
Boise,
Idaho
|
$483K
|
+$522K
|
+30,737
|
New
|
|
|
11
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$437K
|
–
|
–
|
–
|
|
|
12
|
Patriot Wealth Management
Houston,
Texas
|
$380K
|
+$32.1K
|
+1,889
|
+8%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$304K
|
+$594
|
+35
|
+0.2%
|
|
|
14
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$245K
|
+$14.2K
|
+835
|
+6%
|
|
|
15
|
VSR Financial Services
Overland Park,
Kansas
|
$226K
|
+$244K
|
+14,374
|
New
|
|
|
16
|
Sterling Capital Management
Charlotte,
North Carolina
|
$204K
|
+$3.4K
|
+200
|
+2%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$161K
|
+$174K
|
+10,238
|
New
|
|
|
18
|
WFG Advisors
Dallas,
Texas
|
$146K
|
+$3.4K
|
+200
|
+2%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$85K
|
-$190K
|
-11,166
|
-67%
|
|
|
20
|
MSI Financial Services
Springfield,
Massachusetts
|
$84K
|
+$60.7K
|
+3,575
|
+205%
|
|
|
21
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$82K
|
+$88.3K
|
+5,200
|
New
|
|
|
22
|
American International Group
New York
|
$53K
|
–
|
–
|
–
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$42K
|
-$192K
|
-11,300
|
-81%
|
|
|
24
|
Westport Resources Management
Westport,
Connecticut
|
$36K
|
–
|
–
|
–
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$29K
|
-$16.4K
|
-965
|
-34%
|
|
