|
1
|
Cardinal Point Wealth Management Partners
Irvine,
California
|
$21.2M
|
+$16.1M
|
+468,551
|
+320%
|
|
|
2
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$9.58M
|
-$47.4M
|
-1,378,835
|
-83%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.16M
|
+$889K
|
+25,865
|
+11%
|
|
|
4
|
SkyOak Wealth
Southfield,
Michigan
|
$8.2M
|
+$8.16M
|
+237,532
|
New
|
|
|
5
|
MML Investors Services
Springfield,
Massachusetts
|
$3.13M
|
-$138K
|
-4,030
|
-4%
|
|
|
6
|
HSBC Holdings
London,
United Kingdom
|
$1.37M
|
-$902K
|
-26,247
|
-40%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$726K
|
+$723K
|
+21,033
|
New
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$627K
|
+$426K
|
+12,404
|
+38%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$548K
|
-$87.4K
|
-2,543
|
-14%
|
|
|
10
|
|
$476K
|
+$474K
|
+13,784
|
New
|
|
|
11
|
Tower Research Capital (TRC)
New York
|
$264K
|
+$83.1K
|
+2,417
|
+46%
|
|
|
12
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$145K
|
–
|
–
|
–
|
|
|
13
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$137K
|
–
|
–
|
–
|
|
|
14
|
Parallel Advisors
San Francisco,
California
|
$47K
|
+$1.72K
|
+50
|
+4%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$25K
|
+$24.6K
|
+717
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10K
|
–
|
–
|
–
|
|
|
17
|
LPL Financial
San Diego,
California
|
–
|
-$218K
|
-5,815
|
Closed
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
–
|
-$29K
|
-785
|
Closed
|
|
|
19
|
CoreCap Advisors
Southfield,
Michigan
|
–
|
-$25K
|
-671
|
Closed
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$11K
|
-289
|
Closed
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$34
|
+1
|
New
|
|
