|
1
|
Creekmur Asset Management
Morton,
Illinois
|
$19.5M
|
+$19.5M
|
+772,332
|
New
|
|
|
2
|
Tribridge Partners Financial
Columbia,
Maryland
|
$4.25M
|
+$4.24M
|
+168,237
|
New
|
|
|
3
|
Capital International Investors
Los Angeles,
California
|
$3.58M
|
-$11M
|
-435,000
|
-75%
|
|
|
4
|
Capital Group Private Client Services
Los Angeles,
California
|
$3.26M
|
+$2.11M
|
+83,769
|
+184%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.43M
|
-$203K
|
-8,044
|
-8%
|
|
|
6
|
Brookstone Capital Management
Wheaton,
Illinois
|
$1.88M
|
+$417K
|
+16,511
|
+29%
|
|
|
7
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.69M
|
+$14.2K
|
+561
|
+0.8%
|
|
|
8
|
Entruity Wealth
Bakersfield,
California
|
$1.67M
|
+$316K
|
+12,523
|
+23%
|
|
|
9
|
Kensington Asset Management
Austin,
Texas
|
$1.51M
|
+$1.51M
|
+59,931
|
New
|
|
|
10
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.11M
|
+$1.11M
|
+43,904
|
New
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$938K
|
+$938K
|
+37,186
|
New
|
|
|
12
|
MML Investors Services
Springfield,
Massachusetts
|
$929K
|
+$929K
|
+36,820
|
New
|
|
|
13
|
|
$662K
|
-$768K
|
-30,431
|
-54%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$612K
|
+$293K
|
+11,604
|
+92%
|
|
|
15
|
Integrity Alliance
Urbandale,
Iowa
|
$610K
|
+$610K
|
+24,161
|
New
|
|
|
16
|
Old Mission Capital
Chicago,
Illinois
|
$566K
|
+$566K
|
+22,420
|
New
|
|
|
17
|
TCFG Wealth Management
Laguna Niguel,
California
|
$557K
|
-$27.9K
|
-1,106
|
-5%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$448K
|
+$448K
|
+17,765
|
New
|
|
|
19
|
HBW Advisory Services
Simi Valley,
California
|
$353K
|
-$1.84K
|
-73
|
-0.5%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$329K
|
+$183K
|
+7,243
|
+125%
|
|
|
21
|
Independent Financial Group
San Diego,
California
|
$229K
|
+$229K
|
+9,067
|
New
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$206K
|
+$454
|
+18
|
+0.2%
|
|
|
23
|
|
$136K
|
+$136K
|
+5,378
|
New
|
|
|
24
|
D.J. St. Germain
Springfield,
Massachusetts
|
$75.7K
|
–
|
–
|
–
|
|
|
25
|
Rothschild Investment LLC
Chicago,
Illinois
|
$70.6K
|
+$70.6K
|
+2,800
|
New
|
|
