|
1
|
LPL Financial
San Diego,
California
|
$24M
|
+$2.55M
|
+72,472
|
+12%
|
|
|
2
|
TPG Financial Advisors
Portland,
Oregon
|
$8.89M
|
+$26.8K
|
+763
|
+0.3%
|
|
|
3
|
AllianceBernstein
Nashville,
Tennessee
|
$8.7M
|
-$2.04M
|
-58,000
|
-20%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$3M
|
+$480K
|
+13,672
|
+20%
|
|
|
5
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$3M
|
+$6.64K
|
+189
|
+0.2%
|
|
|
6
|
Systelligence LLC
Bloomington,
Minnesota
|
$2.13M
|
-$1.28M
|
-36,415
|
-38%
|
|
|
7
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$1.08M
|
+$1.04M
|
+29,535
|
New
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.07M
|
-$2.41M
|
-68,672
|
-70%
|
|
|
9
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$1,000K
|
-$12.9K
|
-366
|
-1%
|
|
|
10
|
|
$574K
|
-$4.13M
|
-117,509
|
-88%
|
|
|
11
|
Redwood Financial Network
Solon,
Ohio
|
$568K
|
-$14.8K
|
-422
|
-3%
|
|
|
12
|
Principal Securities
Des Moines,
Iowa
|
$464K
|
+$446K
|
+12,707
|
New
|
|
|
13
|
Platform Technology Partners
New York
|
$386K
|
+$372K
|
+10,596
|
New
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$357K
|
+$343K
|
+9,768
|
New
|
|
|
15
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$301K
|
+$1.05K
|
+30
|
+0.4%
|
|
|
16
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$288K
|
+$277K
|
+7,879
|
New
|
|
|
17
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$280K
|
+$269K
|
+7,666
|
New
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$267K
|
+$257K
|
+7,324
|
New
|
|
|
19
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$261K
|
+$251K
|
+7,138
|
New
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$252K
|
-$1.77M
|
-50,477
|
-88%
|
|
|
21
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$211K
|
+$203K
|
+5,767
|
New
|
|
|
22
|
Private Trust Company
Cleveland,
Ohio
|
$146K
|
–
|
–
|
–
|
|
|
23
|
|
$78.8K
|
-$39.7K
|
-1,131
|
-34%
|
|
|
24
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$39K
|
+$38.2K
|
+1,087
|
New
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$15.4K
|
+$13.4K
|
+380
|
+927%
|
|
