|
1
|
LPL Financial
San Diego,
California
|
$4.66M
|
+$738K
|
+23,721
|
+20%
|
|
|
2
|
Byrne Financial Freedom
Franklin,
Massachusetts
|
$3.25M
|
+$3.14M
|
+101,119
|
New
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$2.73M
|
+$464K
|
+14,939
|
+21%
|
|
|
4
|
Global Retirement Partners
San Rafael,
California
|
$2.62M
|
-$4.13K
|
-133
|
-0.2%
|
|
|
5
|
Old Mission Capital
Chicago,
Illinois
|
$683K
|
-$925K
|
-29,736
|
-58%
|
|
|
6
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$633K
|
+$1.49K
|
+48
|
+0.2%
|
|
|
7
|
Sequent Planning
Omaha,
Nebraska
|
$435K
|
+$421K
|
+13,530
|
New
|
|
|
8
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$310K
|
+$300K
|
+9,639
|
New
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$290K
|
+$280K
|
+9,018
|
New
|
|
|
10
|
|
$279K
|
+$187
|
+6
|
+0.1%
|
|
|
11
|
Bank of New York Mellon
New York
|
$212K
|
-$7.93K
|
-255
|
-4%
|
|
|
12
|
|
$155K
|
-$44.8K
|
-1,442
|
-23%
|
|
|
13
|
Franklin Resources
San Mateo,
California
|
$150K
|
+$1.27K
|
+41
|
+0.9%
|
|
|
14
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$75K
|
+$746
|
+24
|
+1%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$38.9K
|
+$10.1K
|
+325
|
+35%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$34.9K
|
-$66.6K
|
-2,143
|
-66%
|
|
|
17
|
Geneos Wealth Management
Englewood,
Colorado
|
$18.5K
|
–
|
–
|
–
|
|
|
18
|
Tidemark
San Diego,
California
|
$6.33K
|
–
|
–
|
–
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$1.61K
|
-$227K
|
-7,317
|
-99%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$23
|
-$31
|
-1
|
-50%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
–
|
-$405K
|
-13,541
|
Closed
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$337K
|
-11,267
|
Closed
|
|
|
23
|
|
–
|
-$329K
|
-10,993
|
Closed
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$30
|
-1
|
Closed
|
|
