|
1
|
Northern Trust
Chicago,
Illinois
|
$12.7M
|
-$621K
|
-19,700
|
-5%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$7.41M
|
+$227K
|
+7,212
|
+3%
|
|
|
3
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$4.03M
|
+$4.09M
|
+129,643
|
New
|
|
|
4
|
Clear Creek Financial Management
Silverdale,
Washington
|
$2.36M
|
+$2.4M
|
+75,937
|
New
|
|
|
5
|
Atria Investments
Charlotte,
North Carolina
|
$2.01M
|
+$205K
|
+6,515
|
+11%
|
|
|
6
|
Centaurus Financial
Anaheim,
California
|
$1.39M
|
+$75K
|
+2,377
|
+6%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1.39M
|
+$1.15M
|
+36,599
|
+450%
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$1.28M
|
+$280K
|
+8,883
|
+27%
|
|
|
9
|
Focus Financial Network
Minneapolis,
Minnesota
|
$1.05M
|
+$1.07M
|
+33,923
|
New
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$885K
|
+$631K
|
+20,000
|
+236%
|
|
|
11
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$560K
|
+$568K
|
+18,023
|
New
|
|
|
12
|
Avantax Advisory Services
Dallas,
Texas
|
$533K
|
+$144K
|
+4,553
|
+36%
|
|
|
13
|
M&R Capital Management
Summit,
New Jersey
|
$255K
|
–
|
–
|
–
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
$160K
|
–
|
–
|
–
|
|
|
15
|
|
$98K
|
+$63.9K
|
+2,025
|
+180%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$62K
|
+$52.1K
|
+1,651
|
+486%
|
|
|
17
|
Harbour Investments
Madison,
Wisconsin
|
$24K
|
+$24.4K
|
+775
|
New
|
|
|
18
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$22K
|
–
|
–
|
–
|
|
|
19
|
Castleview Partners
Dallas,
Texas
|
$21K
|
+$21.1K
|
+669
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10K
|
+$10.5K
|
+334
|
New
|
|
|
21
|
Cordasco Financial Network
Naples,
Florida
|
$8K
|
–
|
–
|
–
|
|
|
22
|
|
–
|
-$2.37M
|
-78,145
|
Closed
|
|
|
23
|
Destiny Wealth Partners
Tavares,
Florida
|
–
|
-$15K
|
-500
|
Closed
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
–
|
-$32
|
-1
|
Closed
|
|
