|
1
|
Fayez Sarofim & Co
Houston,
Texas
|
$6.8M
|
–
|
–
|
–
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.37M
|
-$147K
|
-4,228
|
-10%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.24M
|
-$112K
|
-3,207
|
-8%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$921K
|
-$1.1M
|
-31,457
|
-55%
|
|
|
5
|
Kaydan Wealth Management
Fenton,
Michigan
|
$720K
|
–
|
–
|
–
|
|
|
6
|
Symphony Financial Services
Akron,
Ohio
|
$535K
|
-$13K
|
-373
|
-2%
|
|
|
7
|
Equitable Holdings
New York
|
$474K
|
-$6.96K
|
-200
|
-1%
|
|
|
8
|
|
$450K
|
+$97.5K
|
+2,800
|
+29%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$393K
|
+$26.9K
|
+772
|
+8%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$358K
|
+$116K
|
+3,333
|
+50%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$303K
|
+$174
|
+5
|
+0.1%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$235K
|
-$108K
|
-3,105
|
-32%
|
|
|
13
|
Silver Oak Securities
Jackson,
Tennessee
|
$222K
|
–
|
–
|
–
|
|
|
14
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$218K
|
+$213K
|
+6,107
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$197K
|
–
|
–
|
–
|
|
|
16
|
Concord Wealth Partners
Abingdon,
Virginia
|
$186K
|
+$661
|
+19
|
+0.4%
|
|
|
17
|
CoreCap Advisors
Southfield,
Michigan
|
$149K
|
–
|
–
|
–
|
|
|
18
|
Advisory Services Network
Atlanta,
Georgia
|
$37.5K
|
+$36.6K
|
+1,050
|
New
|
|
|
19
|
Golden State Wealth Management
Santa Ana,
California
|
$35.5K
|
–
|
–
|
–
|
|
|
20
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$35.3K
|
–
|
–
|
–
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
$34.5K
|
-$16.6K
|
-477
|
-33%
|
|
|
22
|
Global Retirement Partners
San Rafael,
California
|
$31.2K
|
–
|
–
|
–
|
|
|
23
|
FSA Wealth Management
Needham,
Massachusetts
|
$26.1K
|
+$25.5K
|
+733
|
New
|
|
|
24
|
MAI Capital Management
Independence,
Ohio
|
$24.1K
|
–
|
–
|
–
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
–
|
-$530K
|
-15,305
|
Closed
|
|
