|
1
|
Capital International Investors
Los Angeles,
California
|
$26.8M
|
–
|
–
|
–
|
|
|
2
|
Concurrent Investment Advisors
Tampa,
Florida
|
$15M
|
+$15.6M
|
+559,215
|
New
|
|
|
3
|
Capital Group Private Client Services
Los Angeles,
California
|
$11.5M
|
+$6.06M
|
+216,661
|
+101%
|
|
|
4
|
VVR Holdings
Bellingham,
Washington
|
$9.81M
|
+$10.3M
|
+366,575
|
New
|
|
|
5
|
RM Financial Services
Falmouth,
Maine
|
$5.01M
|
+$151K
|
+5,382
|
+3%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.38M
|
+$1.3M
|
+46,465
|
+109%
|
|
|
7
|
CMC Financial Group
Atlanta,
Georgia
|
$812K
|
+$849K
|
+30,369
|
New
|
|
|
8
|
|
$696K
|
-$391K
|
-13,967
|
-35%
|
|
|
9
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$669K
|
+$280K
|
+10,000
|
+67%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$601K
|
+$209K
|
+7,489
|
+50%
|
|
|
11
|
BHK Investment Advisors
Birmingham,
Alabama
|
$568K
|
+$96.9K
|
+3,465
|
+20%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$561K
|
+$331K
|
+11,837
|
+130%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$538K
|
+$135K
|
+4,821
|
+32%
|
|
|
14
|
J. Derek Lewis & Associates
Newport Beach,
California
|
$491K
|
+$51.5K
|
+1,840
|
+11%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$463K
|
+$484K
|
+17,304
|
New
|
|
|
16
|
Fearless Solutions (Best Invest)
San Antonio,
Texas
|
$458K
|
+$128K
|
+4,583
|
+36%
|
|
|
17
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$222K
|
+$19.9K
|
+712
|
+9%
|
|
|
18
|
Junk Investment Group
Hunt Valley,
Maryland
|
$213K
|
+$223K
|
+7,965
|
New
|
|
|
19
|
|
$209K
|
-$114K
|
-4,087
|
-34%
|
|
|
20
|
Advisory Services Network
Atlanta,
Georgia
|
$166K
|
+$174K
|
+6,223
|
New
|
|
|
21
|
Barrett & Company
Providence,
Rhode Island
|
$80.3K
|
+$83.9K
|
+3,000
|
New
|
|
|
22
|
Sunbelt Securities
Houston,
Texas
|
$78.6K
|
+$27K
|
+964
|
+49%
|
|
|
23
|
Harbour Investments
Madison,
Wisconsin
|
$67.1K
|
+$22.2K
|
+795
|
+46%
|
|
|
24
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$51.9K
|
–
|
–
|
–
|
|
|
25
|
Rothschild Investment LLC
Chicago,
Illinois
|
$48.1K
|
+$50.3K
|
+1,800
|
New
|
|
