|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.4M
|
+$7.74M
|
+246,285
|
+61%
|
|
|
2
|
Kestra Advisory Services
Austin,
Texas
|
$8.57M
|
+$650K
|
+20,658
|
+8%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.9M
|
+$1.93M
|
+61,421
|
+39%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.14M
|
+$2.01M
|
+63,929
|
+48%
|
|
|
5
|
|
$2.08M
|
+$2.09M
|
+66,451
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.98M
|
-$395K
|
-12,568
|
-17%
|
|
|
7
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.42M
|
+$36.4K
|
+1,158
|
+3%
|
|
|
8
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.14M
|
–
|
–
|
–
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$850K
|
+$853K
|
+27,115
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$848K
|
+$22.1K
|
+702
|
+3%
|
|
|
11
|
Cetera Advisor Networks
El Segundo,
California
|
$527K
|
+$529K
|
+16,836
|
New
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$364K
|
+$365K
|
+11,620
|
New
|
|
|
13
|
Brown Advisory
Baltimore,
Maryland
|
$327K
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$308K
|
+$285K
|
+9,072
|
+1,210%
|
|
|
15
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$298K
|
+$5.34K
|
+170
|
+2%
|
|
|
16
|
Advisory Services Network
Atlanta,
Georgia
|
$271K
|
+$1.51K
|
+48
|
+0.6%
|
|
|
17
|
Merit Financial Group
Alpharetta,
Georgia
|
$255K
|
+$256K
|
+8,140
|
New
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$27K
|
+$26.9K
|
+857
|
New
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$15K
|
+$13.6K
|
+432
|
+288%
|
|
|
20
|
|
$2.57K
|
–
|
–
|
–
|
|
|
21
|
Live Oak Investment Partners
Austin,
Texas
|
$2.25K
|
–
|
–
|
–
|
|
|
22
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$2.07K
|
+$2.08K
|
+66
|
New
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$407
|
+$409
|
+13
|
New
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$31
|
–
|
–
|
–
|
|
|
25
|
BMS Financial Advisors
Rapid City,
South Dakota
|
–
|
-$907K
|
-31,565
|
Closed
|
|
