|
1
|
Bank of New York Mellon
New York
|
$30.7M
|
-$751K
|
-30,405
|
-2%
|
|
|
2
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.74M
|
+$142K
|
+5,736
|
+4%
|
|
|
3
|
|
$2.78M
|
+$731K
|
+29,604
|
+36%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.12M
|
-$109K
|
-4,428
|
-5%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.67M
|
-$1.62M
|
-65,631
|
-50%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.51M
|
-$252K
|
-10,191
|
-14%
|
|
|
7
|
Crux Wealth Advisors
Long Beach,
California
|
$1.44M
|
+$313K
|
+12,663
|
+28%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1.28M
|
+$52.8K
|
+2,136
|
+4%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$777K
|
-$56.2K
|
-2,274
|
-7%
|
|
|
10
|
Symphony Financial
Houston,
Texas
|
$609K
|
+$24.7K
|
+999
|
+4%
|
|
|
11
|
Old Mission Capital
Chicago,
Illinois
|
$531K
|
+$526K
|
+21,297
|
New
|
|
|
12
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$439K
|
-$6.52K
|
-264
|
-1%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$321K
|
-$22.5K
|
-912
|
-7%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$146K
|
+$1.19K
|
+48
|
+0.8%
|
|
|
15
|
Key Financial Inc
West Chester,
Pennsylvania
|
$118K
|
–
|
–
|
–
|
|
|
16
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$63.3K
|
+$56.3K
|
+2,280
|
New
|
|
|
17
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$24.6K
|
–
|
–
|
–
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$14.1K
|
+$13.9K
|
+564
|
New
|
|
|
19
|
CoreCap Advisors
Southfield,
Michigan
|
$12.4K
|
-$20.2K
|
-819
|
-62%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11K
|
+$11.2K
|
+453
|
New
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
$10.7K
|
–
|
–
|
–
|
|
|
22
|
|
$10.5K
|
+$1.26K
|
+51
|
+14%
|
|
|
23
|
Larson Financial Group
St Louis,
Missouri
|
$7.76K
|
–
|
–
|
–
|
|
|
24
|
Toth Financial Advisory
Leesburg,
Virginia
|
$2.92K
|
+$2.89K
|
+117
|
New
|
|
|
25
|
Harbour Investments
Madison,
Wisconsin
|
$2.69K
|
–
|
–
|
–
|
|
