|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.2M
|
+$2.67M
|
+121,459
|
+52%
|
|
|
2
|
Kestra Advisory Services
Austin,
Texas
|
$3.65M
|
+$868K
|
+39,453
|
+28%
|
|
|
3
|
RFG Advisory
Birmingham,
Alabama
|
$3.1M
|
+$3.31M
|
+150,190
|
New
|
|
|
4
|
|
$1.43M
|
+$1.56M
|
+70,787
|
New
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$738K
|
+$804K
|
+36,512
|
New
|
|
|
6
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$734K
|
+$454K
|
+20,614
|
+132%
|
|
|
7
|
Evergreen Capital Management
Bellevue,
Washington
|
$725K
|
–
|
–
|
–
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$555K
|
-$636K
|
-28,899
|
-51%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$492K
|
+$73.7K
|
+3,348
|
+16%
|
|
|
10
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$489K
|
-$24.5K
|
-1,114
|
-4%
|
|
|
11
|
Spire Wealth Management
Mclean,
Virginia
|
$125K
|
+$28.4K
|
+1,292
|
+26%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$98K
|
-$8.63K
|
-392
|
-8%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$89K
|
+$94K
|
+4,268
|
+3,648%
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$26K
|
+$28.6K
|
+1,300
|
New
|
|
|
15
|
ACG Wealth
Atlanta,
Georgia
|
$16K
|
+$17.7K
|
+804
|
New
|
|
|
16
|
Global Retirement Partners
San Rafael,
California
|
$2K
|
–
|
–
|
–
|
|
|
17
|
LPL Financial
San Diego,
California
|
–
|
-$1.01M
|
-43,016
|
Closed
|
|
|
18
|
Koshinski Asset Management
Decatur,
Illinois
|
–
|
-$97.3K
|
-4,150
|
Closed
|
|
|
19
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
–
|
-$49K
|
-2,072
|
Closed
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$22
|
+1
|
New
|
|
