|
1
|
Capital International Investors
Los Angeles,
California
|
$26.9M
|
–
|
–
|
–
|
|
|
2
|
Capital Group Private Client Services
Los Angeles,
California
|
$5.74M
|
+$295K
|
+11,077
|
+5%
|
|
|
3
|
RM Financial Services
Falmouth,
Maine
|
$4.9M
|
+$4.84M
|
+182,030
|
New
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.15M
|
+$1.03M
|
+38,842
|
+1,015%
|
|
|
5
|
|
$1.08M
|
–
|
–
|
–
|
|
|
6
|
BHK Investment Advisors
Birmingham,
Alabama
|
$478K
|
+$472K
|
+17,760
|
New
|
|
|
7
|
J. Derek Lewis & Associates
Newport Beach,
California
|
$444K
|
+$439K
|
+16,518
|
New
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$411K
|
+$407K
|
+15,297
|
New
|
|
|
9
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$404K
|
+$399K
|
+15,000
|
New
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$403K
|
+$399K
|
+14,991
|
New
|
|
|
11
|
Fearless Solutions (Best Invest)
San Antonio,
Texas
|
$338K
|
+$334K
|
+12,557
|
New
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$326K
|
+$322K
|
+12,113
|
New
|
|
|
13
|
|
$320K
|
+$317K
|
+11,913
|
New
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$286K
|
+$283K
|
+10,635
|
New
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$246K
|
+$243K
|
+9,138
|
New
|
|
|
16
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$204K
|
+$202K
|
+7,595
|
New
|
|
|
17
|
Sunbelt Securities
Houston,
Texas
|
$53.1K
|
+$52.5K
|
+1,976
|
New
|
|
|
18
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$52.2K
|
–
|
–
|
–
|
|
|
19
|
Harbour Investments
Madison,
Wisconsin
|
$46.1K
|
+$17.8K
|
+668
|
+64%
|
|
|
20
|
Sittner & Nelson
Eugene,
Oregon
|
$27.2K
|
+$24.9K
|
+938
|
New
|
|
|
21
|
Larson Financial Group
St Louis,
Missouri
|
$27.1K
|
+$160
|
+6
|
+0.6%
|
|
|
22
|
Creative Financial Designs
Kokomo,
Indiana
|
$54
|
+$53
|
+2
|
New
|
|
|
23
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$181K
|
-6,844
|
Closed
|
|
