|
1
|
MKD Wealth Coaches
Troy,
Michigan
|
$6.06M
|
+$6.38M
|
+242,472
|
New
|
|
|
2
|
Lucia Wealth Services
San Diego,
California
|
$3.43M
|
-$1.51M
|
-57,281
|
-29%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$2.28M
|
-$1.6M
|
-60,900
|
-40%
|
|
|
4
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$2M
|
+$2.1M
|
+79,936
|
New
|
|
|
5
|
Private Advisor Group
Morristown,
New Jersey
|
$1.77M
|
+$42.6K
|
+1,621
|
+2%
|
|
|
6
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$1.61M
|
-$1.81M
|
-68,629
|
-52%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.36M
|
+$1.43M
|
+54,287
|
New
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$942K
|
-$322K
|
-12,234
|
-25%
|
|
|
9
|
CCG Wealth Management
San Diego,
California
|
$934K
|
+$983K
|
+37,373
|
New
|
|
|
10
|
IFP Advisors
Tampa,
Florida
|
$915K
|
-$210K
|
-7,973
|
-18%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$851K
|
–
|
–
|
–
|
|
|
12
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$799K
|
-$17.7K
|
-673
|
-2%
|
|
|
13
|
Western Wealth Management
Golden,
Colorado
|
$611K
|
+$638K
|
+24,267
|
New
|
|
|
14
|
|
$547K
|
+$576K
|
+21,885
|
New
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$510K
|
+$536K
|
+20,386
|
New
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$480K
|
-$117K
|
-4,441
|
-19%
|
|
|
17
|
Lido Advisors
Los Angeles,
California
|
$444K
|
+$22.9K
|
+871
|
+5%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$288K
|
–
|
–
|
–
|
|
|
19
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$256K
|
+$28.4K
|
+1,081
|
+12%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$246K
|
+$10.5K
|
+400
|
+4%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$158K
|
+$143K
|
+5,431
|
+614%
|
|
|
22
|
Shamrock Asset Management
Dallas,
Texas
|
$111K
|
-$28.9K
|
-1,099
|
-20%
|
|
|
23
|
Advisor Group
Phoenix,
Arizona
|
$102K
|
+$52.6K
|
+2,000
|
+96%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$44K
|
+$10.5K
|
+398
|
+29%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$255K
|
-9,400
|
Closed
|
|
