|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.16M
|
-$650K
|
-13,173
|
-13%
|
|
|
2
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$3.81M
|
-$364K
|
-7,371
|
-9%
|
|
|
3
|
|
$3.25M
|
+$3.26M
|
+66,092
|
New
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.65M
|
+$2.22M
|
+44,908
|
+502%
|
|
|
5
|
|
$2.44M
|
+$2.06M
|
+41,800
|
+546%
|
|
|
6
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$2.1M
|
+$1.59M
|
+32,232
|
+312%
|
|
|
7
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.88M
|
–
|
–
|
–
|
|
|
8
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$1.09M
|
+$145K
|
+2,946
|
+15%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$882K
|
+$884K
|
+17,911
|
New
|
|
|
10
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$842K
|
+$71.9K
|
+1,457
|
+9%
|
|
|
11
|
LVZ Inc
Holland,
Michigan
|
$725K
|
+$727K
|
+14,726
|
New
|
|
|
12
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$720K
|
-$48.6K
|
-985
|
-6%
|
|
|
13
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$597K
|
+$599K
|
+12,134
|
New
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$571K
|
-$3.46K
|
-70
|
-0.6%
|
|
|
15
|
|
$532K
|
+$43.8K
|
+888
|
+9%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$410K
|
+$4.49K
|
+91
|
+1%
|
|
|
17
|
Greatmark Investment Partners
Columbus,
Georgia
|
$366K
|
+$34.5K
|
+699
|
+10%
|
|
|
18
|
RWA Wealth Partners
Newton,
Massachusetts
|
$312K
|
+$313K
|
+6,329
|
New
|
|
|
19
|
Creative Financial Designs
Kokomo,
Indiana
|
$121K
|
-$3.8K
|
-77
|
-3%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$113K
|
-$1.91M
|
-38,635
|
-94%
|
|
|
21
|
Private Capital Group
West Hartford,
Connecticut
|
$98K
|
–
|
–
|
–
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$59K
|
+$59.3K
|
+1,200
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32K
|
-$283K
|
-5,732
|
-90%
|
|
|
24
|
AssetMark Inc
Concord,
California
|
$31K
|
-$48.5M
|
-981,916
|
-100%
|
|
|
25
|
Optimum Investment Advisors
Chicago,
Illinois
|
$15K
|
–
|
–
|
–
|
|
