|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$43.1M
|
+$1.61M
|
+63,089
|
+4%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.9M
|
+$4.68M
|
+183,041
|
+32%
|
|
|
3
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$16.5M
|
+$16.2M
|
+633,680
|
New
|
|
|
4
|
Flow Traders U.S.
New York
|
$1.98M
|
+$832K
|
+32,490
|
+70%
|
|
|
5
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$1.34M
|
+$411K
|
+16,045
|
+43%
|
|
|
6
|
Kestra Advisory Services
Austin,
Texas
|
$1.31M
|
+$508K
|
+19,835
|
+44%
|
|
|
7
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$1.22M
|
–
|
–
|
–
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.05M
|
+$434K
|
+16,961
|
+69%
|
|
|
9
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$929K
|
+$944K
|
+36,885
|
New
|
|
|
10
|
Evergreen Capital Management
Bellevue,
Washington
|
$902K
|
–
|
–
|
–
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$752K
|
-$25.1K
|
-982
|
-3%
|
|
|
12
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$487K
|
-$44.7K
|
-1,745
|
-8%
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$360K
|
+$92.5K
|
+3,614
|
+34%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$348K
|
+$354K
|
+13,838
|
New
|
|
|
15
|
LPL Financial
San Diego,
California
|
$346K
|
+$17.3K
|
+674
|
+5%
|
|
|
16
|
Spire Wealth Management
Mclean,
Virginia
|
$217K
|
+$10.8K
|
+422
|
+5%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$83.9K
|
-$3.17K
|
-124
|
-4%
|
|
|
18
|
Global Retirement Partners
San Rafael,
California
|
$62.9K
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$50.5K
|
+$51.4K
|
+2,008
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$42K
|
-$212K
|
-8,283
|
-83%
|
|
|
21
|
Comerica Bank
Dallas,
Texas
|
$25.2K
|
+$25.6K
|
+1,000
|
New
|
|
|
22
|
|
$17.3K
|
+$17.6K
|
+687
|
New
|
|
|
23
|
|
$5.07K
|
+$5.12K
|
+200
|
+20,000%
|
|
|
24
|
Live Oak Investment Partners
Austin,
Texas
|
$4.48K
|
–
|
–
|
–
|
|
|
25
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$736
|
+$26
|
+1
|
+4%
|
|
