|
1
|
LPL Financial
San Diego,
California
|
$8.77M
|
+$811K
|
+35,188
|
+10%
|
|
|
2
|
|
$6.03M
|
+$1.04M
|
+44,924
|
+21%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$5.95M
|
+$357K
|
+15,513
|
+6%
|
|
|
4
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$5.85M
|
+$5.8M
|
+251,708
|
New
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.77M
|
+$1.15M
|
+49,955
|
+25%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$5.57M
|
+$572K
|
+24,805
|
+12%
|
|
|
7
|
|
$5M
|
+$153K
|
+6,644
|
+3%
|
|
|
8
|
|
$4.81M
|
+$956K
|
+41,469
|
+25%
|
|
|
9
|
Central Valley Advisors
Sacramento,
California
|
$4.3M
|
-$57.4K
|
-2,489
|
-1%
|
|
|
10
|
Key Financial Inc
West Chester,
Pennsylvania
|
$4.09M
|
–
|
–
|
–
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$3.78M
|
+$198K
|
+8,603
|
+6%
|
|
|
12
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.73M
|
+$235K
|
+10,219
|
+7%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$3.55M
|
+$364K
|
+15,791
|
+12%
|
|
|
14
|
VestGen Advisors
Inverness,
Illinois
|
$3.29M
|
+$89.7K
|
+3,893
|
+3%
|
|
|
15
|
Precedent Wealth Partners
Houston,
Texas
|
$2.99M
|
+$231K
|
+10,005
|
+8%
|
|
|
16
|
MONECO Advisors
Fairfield,
Connecticut
|
$2.91M
|
+$749K
|
+32,522
|
+35%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.72M
|
-$612K
|
-26,556
|
-18%
|
|
|
18
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.61M
|
-$84.2K
|
-3,654
|
-3%
|
|
|
19
|
Asset Dedication LLC
San Francisco,
California
|
$2.33M
|
+$288K
|
+12,510
|
+14%
|
|
|
20
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.25M
|
+$534K
|
+23,173
|
+31%
|
|
|
21
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2.06M
|
+$190K
|
+8,258
|
+10%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.95M
|
-$301K
|
-13,082
|
-13%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$1.64M
|
-$89.5K
|
-3,886
|
-5%
|
|
|
24
|
Lido Advisors
Los Angeles,
California
|
$1.49M
|
–
|
–
|
–
|
|
|
25
|
Hills Bank & Trust
North Liberty,
Iowa
|
$1.4M
|
+$416K
|
+18,037
|
+43%
|
|
