|
1
|
|
$25.1M
|
–
|
–
|
–
|
|
|
2
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$4.14M
|
-$1.69M
|
-33,649
|
-29%
|
|
|
3
|
Capital Management
Glen Allen,
Virginia
|
$3.78M
|
+$3.78M
|
+75,095
|
New
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.19M
|
+$2.19M
|
+43,477
|
New
|
|
|
5
|
CFO4Life Group
Coppell,
Texas
|
$2.01M
|
–
|
–
|
–
|
|
|
6
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.92M
|
+$1.92M
|
+38,123
|
New
|
|
|
7
|
|
$1.53M
|
+$1.53M
|
+30,473
|
New
|
|
|
8
|
Allworth Financial
Folsom,
California
|
$1.02M
|
–
|
–
|
–
|
|
|
9
|
Palladium Partners
Norfolk,
Virginia
|
$780K
|
+$106K
|
+2,110
|
+16%
|
|
|
10
|
Wealth & Pension Services Group
Atlanta,
Georgia
|
$599K
|
+$599K
|
+11,905
|
New
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$585K
|
+$586K
|
+11,635
|
New
|
|
|
12
|
Cooper Financial Group
Irvine,
California
|
$483K
|
+$483K
|
+9,600
|
New
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$374K
|
+$374K
|
+7,438
|
New
|
|
|
14
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$339K
|
+$339K
|
+6,739
|
New
|
|
|
15
|
Cypress Wealth Advisors
San Francisco,
California
|
$296K
|
–
|
–
|
–
|
|
|
16
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$257K
|
-$776K
|
-15,416
|
-75%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$229K
|
+$229K
|
+4,543
|
New
|
|
|
18
|
|
$54K
|
+$54.1K
|
+1,075
|
New
|
|
