|
1
|
LPL Financial
San Diego,
California
|
$1.01M
|
+$273K
|
+10,996
|
+43%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$589K
|
–
|
–
|
–
|
|
|
3
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$565K
|
+$31.5K
|
+1,269
|
+7%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$420K
|
-$1.03M
|
-41,271
|
-73%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$391K
|
-$16.5K
|
-664
|
-4%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$309K
|
+$52.7K
|
+2,123
|
+21%
|
|
|
7
|
Wealthfront Advisers
Palo Alto,
California
|
$288K
|
-$15.7K
|
-633
|
-6%
|
|
|
8
|
Smart Portfolios LLC
Seattle,
Washington
|
$244K
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$135K
|
+$31K
|
+1,247
|
+34%
|
|
|
10
|
Rockefeller Capital Management
New York
|
$73.4K
|
+$65.9K
|
+2,651
|
New
|
|
|
11
|
Allworth Financial
Folsom,
California
|
$43.3K
|
–
|
–
|
–
|
|
|
12
|
IFP Advisors
Tampa,
Florida
|
$18.5K
|
–
|
–
|
–
|
|
|
13
|
|
$14.5K
|
–
|
–
|
–
|
|
|
14
|
Golden State Wealth Management
Santa Ana,
California
|
$13.8K
|
–
|
–
|
–
|
|
|
15
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$10.7K
|
-$127K
|
-5,113
|
-93%
|
|
|
16
|
Advantage Trust Company
Salina,
Kansas
|
$8.99K
|
–
|
–
|
–
|
|
|
17
|
SJS Investment Consulting
Sylvania,
Ohio
|
$7.17K
|
–
|
–
|
–
|
|
|
18
|
Main Street Group
Glen Allen,
Virginia
|
$6.98K
|
–
|
–
|
–
|
|
|
19
|
Asset Dedication LLC
San Francisco,
California
|
$6.58K
|
–
|
–
|
–
|
|
|
20
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$6.51K
|
–
|
–
|
–
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.81K
|
-$323
|
-13
|
-6%
|
|
|
22
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$5.53K
|
+$4.97K
|
+200
|
New
|
|
|
23
|
Wealth Preservation Advisors
Chattanooga,
Tennessee
|
$5.42K
|
–
|
–
|
–
|
|
|
24
|
MAI Capital Management
Independence,
Ohio
|
$4.15K
|
–
|
–
|
–
|
|
|
25
|
Spire Wealth Management
Mclean,
Virginia
|
$4.12K
|
+$3.7K
|
+149
|
New
|
|
