|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$20M
|
-$711K
|
-20,817
|
-4%
|
|
|
2
|
|
$3.7M
|
+$2.83M
|
+82,859
|
+693%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.65M
|
+$106K
|
+3,096
|
+8%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.53M
|
+$164K
|
+4,792
|
+14%
|
|
|
5
|
BXM Wealth
Englewood,
Colorado
|
$835K
|
+$731K
|
+21,405
|
New
|
|
|
6
|
Principal Securities
Des Moines,
Iowa
|
$817K
|
+$716K
|
+20,942
|
New
|
|
|
7
|
Buska Wealth Management
Wausau,
Wisconsin
|
$751K
|
-$427K
|
-12,484
|
-39%
|
|
|
8
|
|
$690K
|
+$604K
|
+17,686
|
New
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$634K
|
+$555K
|
+16,254
|
New
|
|
|
10
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$329K
|
+$5.13K
|
+150
|
+2%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$251K
|
-$2.8K
|
-82
|
-1%
|
|
|
12
|
Venturi Wealth Management
Austin,
Texas
|
$234K
|
+$205K
|
+6,000
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$169K
|
+$4.72K
|
+138
|
+3%
|
|
|
14
|
Harbour Investments
Madison,
Wisconsin
|
$107K
|
-$2.73K
|
-80
|
-3%
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
$37.7K
|
–
|
–
|
–
|
|
|
16
|
|
$36.8K
|
+$25.4K
|
+742
|
+369%
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$30K
|
–
|
–
|
–
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$24.4K
|
+$21.4K
|
+625
|
New
|
|
|
19
|
Cheviot Value Management
Beverly Hills,
California
|
$19.8K
|
+$17.1K
|
+500
|
New
|
|
|
20
|
Steward Partners Investment Advisory
New York
|
$7.68K
|
+$6.73K
|
+197
|
New
|
|
|
21
|
Parallel Advisors
San Francisco,
California
|
$7.09K
|
–
|
–
|
–
|
|
|
22
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$2.77K
|
–
|
–
|
–
|
|
|
23
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$2.54K
|
–
|
–
|
–
|
|
|
24
|
Farther Finance Advisors
San Francisco,
California
|
$195
|
+$34
|
+1
|
+25%
|
|
|
25
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$195
|
+$171
|
+5
|
New
|
|
