|
1
|
LPL Financial
San Diego,
California
|
$750K
|
+$198K
|
+76,444
|
+35%
|
|
|
2
|
Shaker Financial Services
Arlington,
Virginia
|
$635K
|
+$13.9K
|
+5,386
|
+2%
|
|
|
3
|
Landscape Capital Management
Englewood,
New Jersey
|
$113K
|
-$64.7K
|
-25,014
|
-36%
|
|
|
4
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$105K
|
+$6.46K
|
+2,500
|
+6%
|
|
|
5
|
Pin Oak Investment Advisors
Houston,
Texas
|
$79K
|
–
|
–
|
–
|
|
|
6
|
Advisor Group
Phoenix,
Arizona
|
$73K
|
–
|
–
|
–
|
|
|
7
|
|
$66K
|
+$5.17K
|
+2,000
|
+8%
|
|
|
8
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$62K
|
+$1.46K
|
+563
|
+2%
|
|
|
9
|
Sandy Spring Bank
Olney,
Maryland
|
$51K
|
–
|
–
|
–
|
|
|
10
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$46K
|
-$6.48K
|
-2,505
|
-12%
|
|
|
11
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$45K
|
–
|
–
|
–
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$39K
|
-$4.26K
|
-1,647
|
-10%
|
|
|
13
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$30K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$28K
|
+$9.28K
|
+3,591
|
+49%
|
|
|
15
|
Wealthstar Advisors
Plano,
Texas
|
$27K
|
–
|
–
|
–
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$25K
|
+$26.1K
|
+10,113
|
New
|
|
|
17
|
American Portfolios Advisors
Holbrook,
New York
|
$16.5K
|
–
|
–
|
–
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$7K
|
-$58.9K
|
-22,800
|
-90%
|
|
|
19
|
Destination Wealth Management
Walnut Creek,
California
|
$4K
|
–
|
–
|
–
|
|
|
20
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$4K
|
+$3.88K
|
+1,500
|
New
|
|
|
21
|
Sit Investment Associates
Minneapolis,
Minnesota
|
–
|
-$1.02M
|
-400,759
|
Closed
|
|
|
22
|
Koshinski Asset Management
Decatur,
Illinois
|
–
|
-$453K
|
-177,606
|
Closed
|
|
|
23
|
Guggenheim Capital
Chicago,
Illinois
|
–
|
-$29K
|
-11,216
|
Closed
|
|
|
24
|
Regions Financial Corp
Birmingham,
Alabama
|
–
|
-$21K
|
-8,111
|
Closed
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$3
|
+1
|
New
|
|
