|
1
|
LPL Financial
San Diego,
California
|
$5.09M
|
+$4.3M
|
+115,824
|
+413%
|
|
|
2
|
International Assets Investment Management
Orlando,
Florida
|
$3.6M
|
+$2.51M
|
+67,623
|
New
|
|
|
3
|
|
$1.77M
|
–
|
–
|
–
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.48M
|
+$106K
|
+2,871
|
+7%
|
|
|
5
|
|
$1M
|
+$466K
|
+12,562
|
+80%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$975K
|
+$437K
|
+11,773
|
+75%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$875K
|
-$75.3K
|
-2,030
|
-8%
|
|
|
8
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$856K
|
-$88.9K
|
-2,397
|
-9%
|
|
|
9
|
Intrust Bank
Wichita,
Kansas
|
$800K
|
+$471K
|
+12,712
|
+129%
|
|
|
10
|
L.J. Altfest & Co
New York
|
$653K
|
+$106K
|
+2,856
|
+18%
|
|
|
11
|
BlackDiamond Wealth Management
New York
|
$606K
|
+$64.4K
|
+1,736
|
+11%
|
|
|
12
|
Avantax Advisory Services
Dallas,
Texas
|
$603K
|
+$632K
|
+17,039
|
New
|
|
|
13
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$550K
|
+$576K
|
+15,535
|
New
|
|
|
14
|
KWB Wealth
Redlands,
California
|
$422K
|
+$442K
|
+11,928
|
New
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$368K
|
+$388K
|
+10,451
|
New
|
|
|
16
|
Personal CFO Solutions
Chester,
New Jersey
|
$272K
|
+$285K
|
+7,693
|
New
|
|
|
17
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$264K
|
-$38.5K
|
-1,038
|
-12%
|
|
|
18
|
55I LLC
Boston,
Massachusetts
|
$243K
|
+$52.7K
|
+1,422
|
+26%
|
|
|
19
|
Fort Point Capital Partners
San Francisco,
California
|
$224K
|
+$33K
|
+890
|
+16%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$110K
|
+$13.3K
|
+359
|
+13%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$18K
|
-$69.9K
|
-1,884
|
-79%
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$18K
|
+$18.5K
|
+500
|
New
|
|
|
23
|
|
$11K
|
–
|
–
|
–
|
|
|
24
|
Parallel Advisors
San Francisco,
California
|
$10K
|
–
|
–
|
–
|
|
|
25
|
Global Retirement Partners
San Rafael,
California
|
$6K
|
–
|
–
|
–
|
|
