|
1
|
Fort Point Capital Partners
San Francisco,
California
|
$10.9M
|
+$2.89M
|
+169,139
|
+38%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$3.33M
|
+$2.18M
|
+127,583
|
+209%
|
|
|
3
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$786K
|
-$289K
|
-16,932
|
-28%
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$688K
|
+$3.89K
|
+228
|
+0.6%
|
|
|
5
|
Chiron Capital Management
Tallahassee,
Florida
|
$636K
|
-$29.5K
|
-1,730
|
-5%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$519K
|
+$273K
|
+16,012
|
+119%
|
|
|
7
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$514K
|
+$498K
|
+29,148
|
New
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$435K
|
+$132K
|
+7,761
|
+46%
|
|
|
9
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$412K
|
-$30.9K
|
-1,809
|
-7%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$331K
|
-$169K
|
-9,912
|
-35%
|
|
|
11
|
Old Port Advisors
Portland,
Maine
|
$201K
|
–
|
–
|
–
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$199K
|
-$10.2K
|
-600
|
-5%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$180K
|
+$174K
|
+10,183
|
New
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
$164K
|
-$17.1K
|
-1,000
|
-10%
|
|
|
15
|
Bessemer Group
Woodbridge,
New Jersey
|
$143K
|
+$138K
|
+8,113
|
New
|
|
|
16
|
Next Financial Group
Houston,
Texas
|
$126K
|
-$179K
|
-10,462
|
-59%
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$110K
|
+$11.9K
|
+700
|
+13%
|
|
|
18
|
MTM Investment Management
Spartanburg,
South Carolina
|
$55K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$35K
|
-$30.5K
|
-1,788
|
-48%
|
|
|
20
|
|
$18K
|
–
|
–
|
–
|
|
|
21
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$3K
|
–
|
–
|
–
|
|
|
22
|
Geneos Wealth Management
Englewood,
Colorado
|
$2K
|
–
|
–
|
–
|
|
|
23
|
|
–
|
-$1.11M
|
-68,349
|
Closed
|
|
|
24
|
|
–
|
-$174K
|
-10,699
|
Closed
|
|
|
25
|
US Bancorp
Minneapolis,
Minnesota
|
–
|
-$19K
|
-1,140
|
Closed
|
|
