|
1
|
PFS Investments
Duluth,
Georgia
|
$180M
|
+$2.8M
|
+70,574
|
+2%
|
|
|
2
|
|
$13.3M
|
+$993K
|
+25,057
|
+8%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$2.21M
|
+$1.67M
|
+42,063
|
+342%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.02M
|
+$898K
|
+22,658
|
+918%
|
|
|
5
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$761K
|
+$744K
|
+18,770
|
New
|
|
|
6
|
Cetera Advisor Networks
El Segundo,
California
|
$529K
|
+$249K
|
+6,284
|
+93%
|
|
|
7
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$386K
|
-$8.72K
|
-220
|
-2%
|
|
|
8
|
TRUADVICE
Sarasota,
Florida
|
$355K
|
+$366K
|
+9,240
|
New
|
|
|
9
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$296K
|
+$289K
|
+7,306
|
New
|
|
|
10
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$235K
|
–
|
–
|
–
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$203K
|
+$198K
|
+4,998
|
New
|
|
|
12
|
Intrua Financial
Houston,
Texas
|
$202K
|
+$197K
|
+4,983
|
New
|
|
|
13
|
Advisors Preferred
Rockville,
Maryland
|
$168K
|
+$1.27K
|
+32
|
+0.8%
|
|
|
14
|
Advisornet Financial
Minnetonka,
Minnesota
|
$73K
|
+$57K
|
+1,440
|
+414%
|
|
|
15
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$33K
|
+$4.12K
|
+104
|
+15%
|
|
|
16
|
Geneos Wealth Management
Englewood,
Colorado
|
$32K
|
+$31.7K
|
+800
|
New
|
|
|
17
|
Global Retirement Partners
San Rafael,
California
|
$28K
|
+$29.8K
|
+751
|
New
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$4K
|
+$4K
|
+101
|
+10,100%
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$3K
|
–
|
–
|
–
|
|
|
20
|
CreativeOne Wealth
Overland Park,
Kansas
|
–
|
-$1.06M
|
-26,108
|
Closed
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$9K
|
-230
|
Closed
|
|
|
22
|
CoreCap Advisors
Southfield,
Michigan
|
–
|
-$6K
|
-158
|
Closed
|
|
|
23
|
Ogorek Anthony Joseph
Williamsville,
New York
|
–
|
-$4K
|
-110
|
Closed
|
|
|
24
|
Eaton Vance Management
Boston,
Massachusetts
|
–
|
-$2K
|
-58
|
Closed
|
|
