|
1
|
LPL Financial
San Diego,
California
|
$8.73M
|
-$320K
|
-3,913
|
-4%
|
|
|
2
|
Bellevue Asset Management
Bellevue,
Washington
|
$4.38M
|
+$32.7K
|
+400
|
+0.8%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.51M
|
-$10.9K
|
-133
|
-0.3%
|
|
|
4
|
PGIM Custom Harvest
Newark,
New Jersey
|
$1.81M
|
+$1.8M
|
+22,076
|
New
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.48M
|
-$6.54K
|
-80
|
-0.4%
|
|
|
6
|
Fulcrum Equity Management
Plano,
Texas
|
$1.13M
|
+$745K
|
+9,114
|
+197%
|
|
|
7
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$1.1M
|
-$23.7K
|
-290
|
-2%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$707K
|
+$323K
|
+3,956
|
+85%
|
|
|
9
|
Kore Private Wealth
New York
|
$694K
|
+$690K
|
+8,446
|
New
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$652K
|
+$95.9K
|
+1,174
|
+17%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$432K
|
-$8.5K
|
-104
|
-2%
|
|
|
12
|
Raub Brock Capital Management
Larkspur,
California
|
$396K
|
–
|
–
|
–
|
|
|
13
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$322K
|
–
|
–
|
–
|
|
|
14
|
WealthPLAN Partners
Omaha,
Nebraska
|
$297K
|
–
|
–
|
–
|
|
|
15
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$283K
|
-$31.2K
|
-382
|
-10%
|
|
|
16
|
Accel Wealth Management
Waverly,
Iowa
|
$258K
|
–
|
–
|
–
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$255K
|
-$10.5K
|
-129
|
-4%
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$251K
|
–
|
–
|
–
|
|
|
19
|
|
$249K
|
+$248K
|
+3,029
|
New
|
|
|
20
|
|
$181K
|
+$10.2K
|
+125
|
+6%
|
|
|
21
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$108K
|
+$25.7K
|
+314
|
+31%
|
|
|
22
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$70K
|
–
|
–
|
–
|
|
|
23
|
Next Financial Group
Houston,
Texas
|
$38K
|
-$572
|
-7
|
-1%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$24K
|
+$15.6K
|
+191
|
+184%
|
|
|
25
|
TimeScale Financial
Danvers,
Massachusetts
|
$14K
|
+$14.2K
|
+174
|
New
|
|
