|
1
|
LPL Financial
San Diego,
California
|
$8.45M
|
+$544K
|
+10,944
|
+7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$5.96M
|
-$267K
|
-5,368
|
-4%
|
|
|
3
|
PGIM Custom Harvest
Newark,
New Jersey
|
$5.29M
|
+$1.35M
|
+27,157
|
+33%
|
|
|
4
|
Bellevue Asset Management
Bellevue,
Washington
|
$3.11M
|
+$17.9K
|
+360
|
+0.6%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.09M
|
-$4.01M
|
-80,681
|
-56%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.82M
|
-$24.7K
|
-496
|
-0.8%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$759K
|
+$73K
|
+1,468
|
+10%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$651K
|
-$33.1K
|
-666
|
-5%
|
|
|
9
|
Inscription Capital
Houston,
Texas
|
$597K
|
+$615K
|
+12,371
|
New
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$396K
|
+$20.9K
|
+421
|
+5%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$330K
|
+$340K
|
+6,841
|
New
|
|
|
12
|
Wedbush Securities
Los Angeles,
California
|
$263K
|
–
|
–
|
–
|
|
|
13
|
Accel Wealth Management
Waverly,
Iowa
|
$112K
|
–
|
–
|
–
|
|
|
14
|
Next Financial Group
Houston,
Texas
|
$87K
|
-$2.54K
|
-51
|
-3%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$64K
|
-$12.6K
|
-253
|
-16%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$48K
|
-$1.25M
|
-25,028
|
-96%
|
|
|
17
|
Tompkins Financial
Ithaca,
New York
|
$48K
|
+$49.1K
|
+987
|
New
|
|
|
18
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$19K
|
-$199
|
-4
|
-1%
|
|
|
19
|
American Portfolios Advisors
Holbrook,
New York
|
$8.44K
|
–
|
–
|
–
|
|
|
20
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$4K
|
–
|
–
|
–
|
|
|
21
|
Koshinski Asset Management
Decatur,
Illinois
|
$3.57K
|
+$3.68K
|
+74
|
New
|
|
|
22
|
|
$2K
|
–
|
–
|
–
|
|
|
23
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
–
|
-$320K
|
-7,137
|
Closed
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$50
|
+1
|
New
|
|
|
25
|
Private Capital Group
West Hartford,
Connecticut
|
–
|
+$100
|
+2
|
New
|
|
