|
1
|
|
$505M
|
+$215M
|
+4,625,378
|
+75%
|
|
|
2
|
Oxford Financial Group
Carmel,
Indiana
|
$17M
|
-$462K
|
-9,936
|
-3%
|
|
|
3
|
Halpern Financial
Ashburn,
Virginia
|
$9.71M
|
+$556K
|
+11,970
|
+6%
|
|
|
4
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$4.62M
|
–
|
–
|
–
|
|
|
5
|
Sage Rhino Capital
Menlo Park,
California
|
$2.89M
|
+$210K
|
+4,526
|
+8%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$2.77M
|
+$1.7M
|
+36,512
|
+161%
|
|
|
7
|
|
$1.95M
|
+$1.03M
|
+22,106
|
+113%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.43M
|
-$381K
|
-8,209
|
-21%
|
|
|
9
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.29M
|
+$65.8K
|
+1,417
|
+5%
|
|
|
10
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$1.22M
|
-$29.7K
|
-640
|
-2%
|
|
|
11
|
Citizens Financial Group
Providence,
Rhode Island
|
$617K
|
+$3.81K
|
+82
|
+0.6%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$500K
|
+$496K
|
+10,680
|
New
|
|
|
13
|
Cetera Advisor Networks
El Segundo,
California
|
$386K
|
+$383K
|
+8,232
|
New
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$321K
|
+$93
|
+2
|
+0%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$292K
|
-$16.7K
|
-360
|
-5%
|
|
|
16
|
Realta Investment Advisors
Wilmington,
Delaware
|
$257K
|
–
|
–
|
–
|
|
|
17
|
Gradient Capital Advisors
San Diego,
California
|
$240K
|
+$651
|
+14
|
+0.3%
|
|
|
18
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$198K
|
-$3.67K
|
-79
|
-2%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$117K
|
-$57.6K
|
-1,239
|
-33%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$78.9K
|
-$32.3K
|
-696
|
-29%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$46.8K
|
–
|
–
|
–
|
|
|
22
|
|
$36.4K
|
-$3.67K
|
-79
|
-9%
|
|
|
23
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$30.5K
|
-$58K
|
-1,248
|
-66%
|
|
|
24
|
Jones Financial Companies
Des Peres,
Missouri
|
$30.4K
|
+$30.2K
|
+649
|
New
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4K
|
–
|
–
|
–
|
|
