|
1
|
LPL Financial
San Diego,
California
|
$6.09M
|
+$314K
|
+12,060
|
+6%
|
|
|
2
|
Concurrent Investment Advisors
Tampa,
Florida
|
$3.17M
|
-$140K
|
-5,377
|
-4%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$1.98M
|
+$210K
|
+8,064
|
+12%
|
|
|
4
|
|
$1.44M
|
+$17.3K
|
+663
|
+1%
|
|
|
5
|
Equitable Holdings
New York
|
$1.25M
|
+$314K
|
+12,052
|
+35%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.16M
|
+$1.13M
|
+43,406
|
New
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$560K
|
+$275K
|
+10,561
|
+101%
|
|
|
8
|
MONECO Advisors
Fairfield,
Connecticut
|
$482K
|
-$3.52K
|
-135
|
-0.7%
|
|
|
9
|
Rovin Capital
Mesa,
Arizona
|
$392K
|
+$130
|
+5
|
+0%
|
|
|
10
|
4Thought Financial Group
Syosset,
New York
|
$365K
|
-$12.1K
|
-463
|
-3%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$337K
|
+$599
|
+23
|
+0.2%
|
|
|
12
|
VestGen Advisors
Inverness,
Illinois
|
$336K
|
+$329K
|
+12,647
|
New
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$302K
|
+$241K
|
+9,265
|
+448%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$271K
|
-$49.4K
|
-1,898
|
-16%
|
|
|
15
|
IMA Advisory Services
Denver,
Colorado
|
$270K
|
+$2.87K
|
+110
|
+1%
|
|
|
16
|
HUB Investment Partners
Austin,
Texas
|
$223K
|
-$41.3K
|
-1,586
|
-16%
|
|
|
17
|
Key Financial Inc
West Chester,
Pennsylvania
|
$171K
|
+$93.4K
|
+3,585
|
+127%
|
|
|
18
|
Geneos Wealth Management
Englewood,
Colorado
|
$102K
|
–
|
–
|
–
|
|
|
19
|
Larson Financial Group
St Louis,
Missouri
|
$42.2K
|
–
|
–
|
–
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$17.2K
|
–
|
–
|
–
|
|
|
21
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$10K
|
–
|
–
|
–
|
|
|
22
|
Steward Partners Investment Advisory
New York
|
$4.19K
|
–
|
–
|
–
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.81K
|
–
|
–
|
–
|
|
|
24
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$1.41K
|
–
|
–
|
–
|
|
|
25
|
|
–
|
-$1.78M
|
-68,301
|
Closed
|
|
