|
1
|
LPL Financial
San Diego,
California
|
$193M
|
+$34.9M
|
+1,603,626
|
+22%
|
|
|
2
|
Concurrent Investment Advisors
Tampa,
Florida
|
$4.31M
|
+$4.32M
|
+198,301
|
New
|
|
|
3
|
|
$2.86M
|
+$272K
|
+12,495
|
+10%
|
|
|
4
|
Counterpoint Mutual Funds
San Diego,
California
|
$2.61M
|
+$277K
|
+12,700
|
+12%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.81M
|
-$32.5K
|
-1,492
|
-2%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$905K
|
+$695K
|
+31,930
|
+327%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$592K
|
+$201K
|
+9,244
|
+51%
|
|
|
8
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$321K
|
+$320K
|
+14,712
|
New
|
|
|
9
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$253K
|
+$25.9K
|
+1,189
|
+11%
|
|
|
10
|
|
$233K
|
-$383K
|
-17,585
|
-62%
|
|
|
11
|
West Michigan Advisors
Holland,
Michigan
|
$225K
|
+$15K
|
+689
|
+7%
|
|
|
12
|
|
$70.8K
|
+$71K
|
+3,259
|
+325,900%
|
|
|
13
|
Luminist Capital
Grand Rapids,
Michigan
|
$37.4K
|
–
|
–
|
–
|
|
|
14
|
Global Retirement Partners
San Rafael,
California
|
$36.4K
|
-$58.7K
|
-2,697
|
-62%
|
|
|
15
|
Comerica Bank
Dallas,
Texas
|
$1.46K
|
+$1.46K
|
+67
|
New
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
$1.35K
|
-$30K
|
-1,377
|
-96%
|
|
|
17
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
–
|
-$2.91M
|
-133,119
|
Closed
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$272K
|
-12,401
|
Closed
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
–
|
-$49.6K
|
-2,267
|
Closed
|
|
|
20
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$26K
|
-1,188
|
Closed
|
|
