|
1
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$7.02M
|
+$292K
|
+11,233
|
+4%
|
|
|
2
|
Trinity Legacy Partners
Houston,
Texas
|
$6.51M
|
-$718K
|
-27,578
|
-10%
|
|
|
3
|
|
$6.36M
|
+$787K
|
+30,234
|
+14%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$5.83M
|
+$74.4K
|
+2,859
|
+1%
|
|
|
5
|
|
$3.34M
|
+$2.08M
|
+79,979
|
+160%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.14M
|
+$315K
|
+12,107
|
+11%
|
|
|
7
|
Equitable Holdings
New York
|
$2.66M
|
+$2.05M
|
+78,853
|
+320%
|
|
|
8
|
SFE Investment Counsel
Los Angeles,
California
|
$2.52M
|
+$1.77M
|
+67,834
|
+224%
|
|
|
9
|
Empirical Wealth Management
Seattle,
Washington
|
$683K
|
+$693K
|
+26,604
|
New
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$603K
|
-$9.22K
|
-354
|
-1%
|
|
|
11
|
MONECO Advisors
Fairfield,
Connecticut
|
$567K
|
+$13K
|
+500
|
+2%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$490K
|
+$497K
|
+19,080
|
New
|
|
|
13
|
4Thought Financial Group
Syosset,
New York
|
$470K
|
+$11.3K
|
+434
|
+2%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$447K
|
-$9.11K
|
-350
|
-2%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$429K
|
–
|
–
|
–
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$398K
|
+$404K
|
+15,510
|
New
|
|
|
17
|
HUB Investment Partners
Austin,
Texas
|
$386K
|
+$88.6K
|
+3,403
|
+29%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$334K
|
+$52.1K
|
+2,000
|
+18%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$307K
|
+$14.3K
|
+551
|
+5%
|
|
|
20
|
Segment Wealth Management
Houston,
Texas
|
$305K
|
+$309K
|
+11,860
|
New
|
|
|
21
|
Old Mission Capital
Chicago,
Illinois
|
$303K
|
-$218K
|
-8,365
|
-41%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$294K
|
-$1.59K
|
-61
|
-0.5%
|
|
|
23
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$107K
|
–
|
–
|
–
|
|
|
24
|
Global Retirement Partners
San Rafael,
California
|
$99.7K
|
-$7.53K
|
-289
|
-7%
|
|
|
25
|
|
$85.2K
|
+$86.4K
|
+3,318
|
New
|
|
