|
1
|
|
$12.8M
|
+$618K
|
+9,446
|
+5%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$6.6M
|
+$513K
|
+7,843
|
+8%
|
|
|
3
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$6.12M
|
+$216K
|
+3,297
|
+4%
|
|
|
4
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$5.4M
|
+$432K
|
+6,600
|
+9%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$5.14M
|
+$116K
|
+1,779
|
+2%
|
|
|
6
|
Synergy Asset Management
Vancouver,
Washington
|
$5.02M
|
+$5.03M
|
+76,968
|
New
|
|
|
7
|
Equitable Holdings
New York
|
$4.27M
|
+$1.49M
|
+22,831
|
+54%
|
|
|
8
|
MML Investors Services
Springfield,
Massachusetts
|
$3.72M
|
+$265K
|
+4,050
|
+8%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.19M
|
+$390K
|
+5,972
|
+14%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.89M
|
-$161K
|
-2,468
|
-8%
|
|
|
11
|
|
$1.27M
|
+$1.27M
|
+19,436
|
New
|
|
|
12
|
Retirement Capital Strategies
San Jose,
California
|
$984K
|
+$981K
|
+15,008
|
New
|
|
|
13
|
Oppenheimer & Co
New York
|
$910K
|
+$705K
|
+10,780
|
+348%
|
|
|
14
|
Rockefeller Capital Management
New York
|
$797K
|
+$795K
|
+12,163
|
New
|
|
|
15
|
Howard Capital Management
Roswell,
Georgia
|
$791K
|
-$458
|
-7
|
-0.1%
|
|
|
16
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$787K
|
+$785K
|
+12,012
|
New
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$712K
|
-$99.2K
|
-1,517
|
-12%
|
|
|
18
|
Principal Securities
Des Moines,
Iowa
|
$712K
|
+$48.6K
|
+744
|
+7%
|
|
|
19
|
Commons Capital
Needham,
Massachusetts
|
$666K
|
+$665K
|
+10,166
|
New
|
|
|
20
|
Global Retirement Partners
San Rafael,
California
|
$653K
|
+$84.6K
|
+1,294
|
+15%
|
|
|
21
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$617K
|
+$74.9K
|
+1,146
|
+14%
|
|
|
22
|
KKM Financial
Chicago,
Illinois
|
$560K
|
+$50.9K
|
+779
|
+10%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$556K
|
+$80.1K
|
+1,225
|
+17%
|
|
|
24
|
Snowden Capital Advisors
New York
|
$442K
|
–
|
–
|
–
|
|
|
25
|
|
$430K
|
-$538K
|
-8,229
|
-56%
|
|
