|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10M
|
+$290K
|
+12,574
|
+3%
|
|
|
2
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$1.21M
|
-$6.08K
|
-264
|
-0.5%
|
|
|
3
|
Evergreen Capital Management
Bellevue,
Washington
|
$834K
|
–
|
–
|
–
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$582K
|
-$58.1K
|
-2,521
|
-9%
|
|
|
5
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$495K
|
-$25K
|
-1,083
|
-5%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$345K
|
+$133K
|
+5,756
|
+64%
|
|
|
7
|
MML Investors Services
Springfield,
Massachusetts
|
$243K
|
+$3.6K
|
+156
|
+2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$218K
|
+$216K
|
+9,350
|
New
|
|
|
9
|
Spire Wealth Management
Mclean,
Virginia
|
$155K
|
+$8.74K
|
+379
|
+6%
|
|
|
10
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$77.5K
|
-$10.3K
|
-445
|
-12%
|
|
|
11
|
Geneos Wealth Management
Englewood,
Colorado
|
$30.3K
|
–
|
–
|
–
|
|
|
12
|
Live Oak Investment Partners
Austin,
Texas
|
$4.14K
|
–
|
–
|
–
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$3.12K
|
+$3.09K
|
+134
|
New
|
|
|
14
|
Fidelity Investments
Boston,
Massachusetts
|
$3.07K
|
+$2.88K
|
+125
|
+1,786%
|
|
|
15
|
Global Retirement Partners
San Rafael,
California
|
$2.33K
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1K
|
-$26.7K
|
-1,157
|
-98%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$5
|
–
|
–
|
–
|
|
|
18
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$528K
|
-23,330
|
Closed
|
|
|
19
|
Prosperity Planning
Kansas City,
Missouri
|
–
|
-$201K
|
-8,880
|
Closed
|
|
|
20
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$167K
|
-7,391
|
Closed
|
|
|
21
|
|
–
|
-$3.85K
|
-170
|
Closed
|
|
