|
1
|
LPL Financial
San Diego,
California
|
$6.85M
|
+$1.95M
|
+58,874
|
+41%
|
|
|
2
|
Global Retirement Partners
San Rafael,
California
|
$4.69M
|
+$1.92M
|
+58,090
|
+71%
|
|
|
3
|
Byrne Financial Freedom
Franklin,
Massachusetts
|
$3.43M
|
+$28.7K
|
+867
|
+0.9%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$3.23M
|
+$377K
|
+11,400
|
+13%
|
|
|
5
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$693K
|
+$29.7K
|
+898
|
+5%
|
|
|
6
|
Sequent Planning
Omaha,
Nebraska
|
$620K
|
+$162K
|
+4,913
|
+36%
|
|
|
7
|
Indivisible Partners
Clearwater,
Florida
|
$530K
|
+$521K
|
+15,762
|
New
|
|
|
8
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$527K
|
+$199K
|
+6,031
|
+63%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$323K
|
+$277K
|
+8,380
|
+675%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$274K
|
+$269K
|
+8,139
|
New
|
|
|
11
|
|
$271K
|
-$19.8K
|
-600
|
-7%
|
|
|
12
|
Bank of New York Mellon
New York
|
$219K
|
-$2.61K
|
-79
|
-1%
|
|
|
13
|
|
$162K
|
–
|
–
|
–
|
|
|
14
|
Franklin Resources
San Mateo,
California
|
$157K
|
–
|
–
|
–
|
|
|
15
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$110K
|
+$31.3K
|
+947
|
+41%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$23.8K
|
+$23.4K
|
+709
|
New
|
|
|
17
|
Geneos Wealth Management
Englewood,
Colorado
|
$19.3K
|
–
|
–
|
–
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8K
|
+$8.29K
|
+251
|
New
|
|
|
19
|
Tidemark
San Diego,
California
|
$6.62K
|
–
|
–
|
–
|
|
|
20
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.04K
|
+$1.29M
|
+39,127
|
New
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$1
|
-$33
|
-1
|
Closed
|
|
|
22
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$683K
|
-21,259
|
Closed
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$290K
|
-9,018
|
Closed
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
–
|
-$34.9K
|
-1,085
|
Closed
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$1.61K
|
-50
|
Closed
|
|
