|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.17M
|
+$614K
|
+30,735
|
+9%
|
|
|
2
|
Citadel Advisors
Miami,
Florida
|
$1.25M
|
-$1.31M
|
-65,743
|
-53%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.04M
|
+$746K
|
+37,352
|
+318%
|
|
|
4
|
Evergreen Capital Management
Bellevue,
Washington
|
$755K
|
–
|
–
|
–
|
|
|
5
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$581K
|
+$551K
|
+27,570
|
New
|
|
|
6
|
RFG Advisory
Birmingham,
Alabama
|
$559K
|
-$1.39M
|
-69,525
|
-74%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$527K
|
-$19.8K
|
-990
|
-4%
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$366K
|
-$201K
|
-10,074
|
-37%
|
|
|
9
|
Advisory Services Network
Atlanta,
Georgia
|
$246K
|
+$233K
|
+11,648
|
New
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$206K
|
+$100K
|
+5,032
|
+106%
|
|
|
11
|
Spire Wealth Management
Mclean,
Virginia
|
$121K
|
-$20
|
-1
|
-0%
|
|
|
12
|
Geneos Wealth Management
Englewood,
Colorado
|
$27.4K
|
–
|
–
|
–
|
|
|
13
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$21.1K
|
+$20K
|
+999
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$19.3K
|
-$71.3K
|
-3,571
|
-80%
|
|
|
15
|
Live Oak Investment Partners
Austin,
Texas
|
$3.75K
|
–
|
–
|
–
|
|
|
16
|
Global Retirement Partners
San Rafael,
California
|
$2.11K
|
–
|
–
|
–
|
|
|
17
|
|
–
|
-$3.6M
|
-204,386
|
Closed
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$857K
|
-48,671
|
Closed
|
|
|
19
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
–
|
-$326K
|
-18,507
|
Closed
|
|
|
20
|
TownSquare Capital
Provo,
Utah
|
–
|
-$326K
|
-18,507
|
Closed
|
|
