|
1
|
LPL Financial
San Diego,
California
|
$6.87M
|
+$457K
|
+9,192
|
+7%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.48M
|
+$1.07M
|
+21,602
|
+75%
|
|
|
3
|
Money Design
Tokyo,
Japan
|
$2.16M
|
-$164K
|
-3,306
|
-7%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.06M
|
+$30.7K
|
+617
|
+2%
|
|
|
5
|
Harbour Investments
Madison,
Wisconsin
|
$1.91M
|
-$20.7K
|
-417
|
-1%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$1.76M
|
+$1.77M
|
+35,554
|
New
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.69M
|
+$263K
|
+5,286
|
+18%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.55M
|
+$8.5K
|
+171
|
+0.5%
|
|
|
9
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$1.52M
|
+$39.7K
|
+798
|
+3%
|
|
|
10
|
IEQ Capital
Foster City,
California
|
$1.5M
|
–
|
–
|
–
|
|
|
11
|
Financial Insights
Tacoma,
Washington
|
$1.48M
|
+$31.7K
|
+638
|
+2%
|
|
|
12
|
Berger Financial Group
Plymouth,
Minnesota
|
$977K
|
-$80.5K
|
-1,620
|
-8%
|
|
|
13
|
Sonoma Private Wealth
Sonoma,
California
|
$775K
|
+$781K
|
+15,704
|
New
|
|
|
14
|
Evergreen Capital Management
Bellevue,
Washington
|
$645K
|
+$20.4K
|
+410
|
+3%
|
|
|
15
|
|
$573K
|
+$99.4K
|
+2,000
|
+21%
|
|
|
16
|
Good Life Advisors
Reading,
Pennsylvania
|
$534K
|
-$35.6K
|
-717
|
-6%
|
|
|
17
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$471K
|
-$28.5K
|
-574
|
-6%
|
|
|
18
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$449K
|
–
|
–
|
–
|
|
|
19
|
Atria Wealth Solutions
New York
|
$446K
|
-$17.9K
|
-361
|
-4%
|
|
|
20
|
|
$434K
|
+$437K
|
+8,785
|
New
|
|
|
21
|
Private Portfolio Partners
Paramus,
New Jersey
|
$397K
|
–
|
–
|
–
|
|
|
22
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$387K
|
+$130K
|
+2,615
|
+50%
|
|
|
23
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$356K
|
–
|
–
|
–
|
|
|
24
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$298K
|
–
|
–
|
–
|
|
|
25
|
Mutual Advisors
Omaha,
Nebraska
|
$297K
|
-$99.4K
|
-2,000
|
-25%
|
|
