|
1
|
LPL Financial
San Diego,
California
|
$209M
|
+$20.4M
|
+941,080
|
+11%
|
|
|
2
|
Concurrent Investment Advisors
Tampa,
Florida
|
$4.18M
|
-$47.7K
|
-2,197
|
-1%
|
|
|
3
|
F/M Investments
Washington,
District of Columbia
|
$3.54M
|
+$3.61M
|
+166,190
|
New
|
|
|
4
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.82M
|
+$2.87M
|
+132,479
|
New
|
|
|
5
|
Counterpoint Mutual Funds
San Diego,
California
|
$2.8M
|
+$247K
|
+11,400
|
+9%
|
|
|
6
|
|
$2.55M
|
-$256K
|
-11,785
|
-9%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.76M
|
-$12.1K
|
-558
|
-0.7%
|
|
|
8
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$1.07M
|
+$761K
|
+35,094
|
+239%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$943K
|
+$369K
|
+17,019
|
+62%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$915K
|
+$28.3K
|
+1,306
|
+3%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$903K
|
+$920K
|
+42,403
|
New
|
|
|
12
|
West Michigan Advisors
Holland,
Michigan
|
$527K
|
+$312K
|
+14,385
|
+139%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$372K
|
+$379K
|
+17,454
|
New
|
|
|
14
|
World Equity Group
Schaumburg,
Illinois
|
$250K
|
+$255K
|
+11,761
|
New
|
|
|
15
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$248K
|
+$390
|
+18
|
+0.2%
|
|
|
16
|
Atria Investments
Charlotte,
North Carolina
|
$243K
|
+$247K
|
+11,395
|
New
|
|
|
17
|
|
$138K
|
+$141K
|
+6,501
|
New
|
|
|
18
|
|
$69.4K
|
+$22
|
+1
|
+0%
|
|
|
19
|
Luminist Capital
Grand Rapids,
Michigan
|
$36.7K
|
–
|
–
|
–
|
|
|
20
|
Advisory Services Network
Atlanta,
Georgia
|
$26.4K
|
+$26.9K
|
+1,238
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$2.19K
|
+$2.23K
|
+103
|
New
|
|
|
22
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$1.43K
|
+$1.45K
|
+67
|
New
|
|
|
23
|
|
–
|
-$233K
|
-10,735
|
Closed
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$1.35K
|
-62
|
Closed
|
|
