|
1
|
LPL Financial
San Diego,
California
|
$15.6M
|
+$1.92M
|
+33,890
|
+15%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$13.6M
|
+$157K
|
+2,774
|
+1%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.3M
|
-$225K
|
-3,975
|
-2%
|
|
|
4
|
Private Advisor Group
Morristown,
New Jersey
|
$10.5M
|
+$128K
|
+2,263
|
+1%
|
|
|
5
|
Charter Capital Management
Brookfield,
Wisconsin
|
$7.9M
|
+$115K
|
+2,034
|
+2%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.69M
|
-$381K
|
-6,734
|
-6%
|
|
|
7
|
NewEdge Advisors
New Orleans,
Louisiana
|
$5.23M
|
+$1.84M
|
+32,491
|
+57%
|
|
|
8
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$5.22M
|
+$110K
|
+1,940
|
+2%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.08M
|
+$982K
|
+17,361
|
+25%
|
|
|
10
|
|
$4.84M
|
-$193K
|
-3,411
|
-4%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.44M
|
+$1.02M
|
+18,054
|
+31%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$4.06M
|
-$281K
|
-4,976
|
-7%
|
|
|
13
|
Fidelity Investments
Boston,
Massachusetts
|
$3.76M
|
+$345K
|
+6,091
|
+10%
|
|
|
14
|
Sugar Maple Asset Management
Sister Bay,
Wisconsin
|
$3.24M
|
-$122K
|
-2,150
|
-4%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.17M
|
+$695K
|
+12,279
|
+29%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.88M
|
+$482K
|
+8,529
|
+21%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$2.5M
|
-$1.75M
|
-30,904
|
-42%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$2M
|
-$1.16M
|
-20,581
|
-38%
|
|
|
19
|
Lido Advisors
Los Angeles,
California
|
$1.83M
|
+$1.76M
|
+31,186
|
New
|
|
|
20
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.39M
|
+$934K
|
+16,510
|
+228%
|
|
|
21
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$1.2M
|
-$282K
|
-4,992
|
-20%
|
|
|
22
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$1.08M
|
+$26.9K
|
+475
|
+3%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$1.05M
|
-$139K
|
-2,450
|
-12%
|
|
|
24
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$856K
|
-$3.34K
|
-59
|
-0.4%
|
|
|
25
|
|
$778K
|
-$636K
|
-11,252
|
-46%
|
|
