|
1
|
LPL Financial
San Diego,
California
|
$2.09M
|
+$1.33M
|
+52,392
|
+147%
|
|
|
2
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$957K
|
+$47.9K
|
+1,890
|
+5%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$649K
|
+$13K
|
+514
|
+2%
|
|
|
4
|
Private Advisor Group
Morristown,
New Jersey
|
$424K
|
+$452K
|
+17,842
|
New
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$335K
|
+$4.06K
|
+160
|
+1%
|
|
|
6
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$317K
|
-$86.9K
|
-3,428
|
-20%
|
|
|
7
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$264K
|
–
|
–
|
–
|
|
|
8
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$250K
|
-$2.69K
|
-106
|
-1%
|
|
|
9
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$222K
|
-$29.7K
|
-1,171
|
-11%
|
|
|
10
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$183K
|
-$10.1K
|
-400
|
-5%
|
|
|
11
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$143K
|
-$1.09K
|
-43
|
-0.7%
|
|
|
12
|
Consultiva Wealth Management
San Juan,
Puerto Rico
|
$76K
|
–
|
–
|
–
|
|
|
13
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$52K
|
–
|
–
|
–
|
|
|
14
|
Private Ocean
San Rafael,
California
|
$51K
|
–
|
–
|
–
|
|
|
15
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$37.6K
|
+$17.3K
|
+683
|
+76%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$35K
|
+$380
|
+15
|
+1%
|
|
|
17
|
Geneos Wealth Management
Englewood,
Colorado
|
$8K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$4K
|
+$3.47K
|
+137
|
+979%
|
|
|
19
|
|
–
|
-$403K
|
-15,218
|
Closed
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
–
|
-$347K
|
-13,101
|
Closed
|
|
|
21
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
–
|
-$14K
|
-530
|
Closed
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
–
|
+$507
|
+20
|
New
|
|
