|
1
|
LPL Financial
San Diego,
California
|
$13.9M
|
+$7.84M
|
+324,408
|
+129%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$4.06M
|
+$1.08M
|
+44,634
|
+36%
|
|
|
3
|
Rockefeller Capital Management
New York
|
$3.11M
|
+$3.12M
|
+129,109
|
New
|
|
|
4
|
Private Advisor Group
Morristown,
New Jersey
|
$2.9M
|
+$1.39M
|
+57,629
|
+92%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.04M
|
+$2.05M
|
+84,824
|
New
|
|
|
6
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.11M
|
+$410K
|
+16,971
|
+60%
|
|
|
7
|
|
$775K
|
-$373K
|
-15,412
|
-32%
|
|
|
8
|
Victory Capital Management
San Antonio,
Texas
|
$728K
|
–
|
–
|
–
|
|
|
9
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$666K
|
+$215K
|
+8,874
|
+47%
|
|
|
10
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$376K
|
+$187K
|
+7,728
|
+98%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$249K
|
+$250K
|
+10,324
|
New
|
|
|
12
|
Next Financial Group
Houston,
Texas
|
$96K
|
–
|
–
|
–
|
|
|
13
|
NEXT Financial Holdings
Houston,
Texas
|
$96K
|
+$96.7K
|
+4,000
|
New
|
|
|
14
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$83K
|
+$83.1K
|
+3,438
|
New
|
|
|
15
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$37K
|
–
|
–
|
–
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$16K
|
–
|
–
|
–
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$5K
|
–
|
–
|
–
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2K
|
+$169
|
+7
|
+9%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$204K
|
-9,307
|
Closed
|
|
|
20
|
Regions Financial Corp
Birmingham,
Alabama
|
–
|
-$66K
|
-3,000
|
Closed
|
|
|
21
|
SignatureFD
Atlanta,
Georgia
|
–
|
-$1K
|
-55
|
Closed
|
|
