|
1
|
Natixis Investment Managers
Boston,
Massachusetts
|
$37.4M
|
-$8.06M
|
-147,411
|
-18%
|
|
|
2
|
Legacy Financial Advisors
Covington,
Kentucky
|
$17.6M
|
+$667K
|
+12,188
|
+4%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$15M
|
+$3.24M
|
+59,177
|
+27%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.4M
|
+$7.45M
|
+136,135
|
New
|
|
|
5
|
Lokken Investment Group
Lewes,
Delaware
|
$5.71M
|
+$583K
|
+10,659
|
+11%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.16M
|
+$2.75M
|
+50,184
|
+190%
|
|
|
7
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$4.02M
|
-$125K
|
-2,292
|
-3%
|
|
|
8
|
Global Retirement Partners
San Rafael,
California
|
$4M
|
+$2.21M
|
+40,336
|
+122%
|
|
|
9
|
Blue Rock Wealth Management
Winston-Salem,
North Carolina
|
$3.49M
|
+$3.51M
|
+64,232
|
New
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.81M
|
+$100K
|
+1,827
|
+4%
|
|
|
11
|
Davenport & Co
Richmond,
Virginia
|
$2.23M
|
+$153K
|
+2,791
|
+7%
|
|
|
12
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$2.08M
|
+$2.09M
|
+38,172
|
New
|
|
|
13
|
Steward Partners Investment Advisory
New York
|
$2.02M
|
+$2.03M
|
+37,175
|
New
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.92M
|
+$21K
|
+384
|
+1%
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
$505K
|
-$254K
|
-4,638
|
-33%
|
|
|
16
|
Private Trust Company
Cleveland,
Ohio
|
$292K
|
+$261K
|
+4,776
|
+809%
|
|
|
17
|
Wedbush Securities
Los Angeles,
California
|
$275K
|
+$54.7K
|
+1,000
|
+25%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$255K
|
+$3.17K
|
+58
|
+1%
|
|
|
19
|
Lindbrook Capital
Calabasas,
California
|
$180K
|
+$4.71K
|
+86
|
+3%
|
|
|
20
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$158K
|
–
|
–
|
–
|
|
|
21
|
Comerica Bank
Dallas,
Texas
|
$97.9K
|
–
|
–
|
–
|
|
|
22
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$327
|
–
|
–
|
–
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
–
|
-$490K
|
-9,016
|
Closed
|
|
|
24
|
Northwest Financial Advisors
Herndon,
Virginia
|
–
|
-$117K
|
-2,157
|
Closed
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
–
|
-$97.7K
|
-1,799
|
Closed
|
|
