|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.47M
|
+$695K
|
+30,875
|
+8%
|
|
|
2
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$1.18M
|
+$1.18M
|
+52,247
|
New
|
|
|
3
|
Evergreen Capital Management
Bellevue,
Washington
|
$811K
|
–
|
–
|
–
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$623K
|
+$56.2K
|
+2,498
|
+10%
|
|
|
5
|
Old Mission Capital
Chicago,
Illinois
|
$528K
|
+$134K
|
+5,973
|
+34%
|
|
|
6
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$505K
|
-$118K
|
-5,240
|
-19%
|
|
|
7
|
MML Investors Services
Springfield,
Massachusetts
|
$233K
|
+$232K
|
+10,297
|
New
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$205K
|
-$16.7K
|
-741
|
-8%
|
|
|
9
|
Prosperity Planning
Kansas City,
Missouri
|
$201K
|
+$200K
|
+8,880
|
New
|
|
|
10
|
Advisory Services Network
Atlanta,
Georgia
|
$167K
|
-$95.8K
|
-4,257
|
-37%
|
|
|
11
|
Spire Wealth Management
Mclean,
Virginia
|
$142K
|
+$11.4K
|
+508
|
+9%
|
|
|
12
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$86.1K
|
+$84.8K
|
+3,769
|
New
|
|
|
13
|
Geneos Wealth Management
Englewood,
Colorado
|
$29.4K
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27K
|
-$1.08M
|
-47,925
|
-98%
|
|
|
15
|
Live Oak Investment Partners
Austin,
Texas
|
$4.03K
|
–
|
–
|
–
|
|
|
16
|
|
$3.85K
|
+$3.83K
|
+170
|
New
|
|
|
17
|
Global Retirement Partners
San Rafael,
California
|
$2.3K
|
–
|
–
|
–
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$158
|
+$158
|
+7
|
New
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$4
|
–
|
–
|
–
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.25M
|
-59,302
|
Closed
|
|
|
21
|
RFG Advisory
Birmingham,
Alabama
|
–
|
-$559K
|
-24,332
|
Closed
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$19.3K
|
-917
|
Closed
|
|
