|
1
|
MML Investors Services
Springfield,
Massachusetts
|
$6.49M
|
+$6.15M
|
+259,946
|
New
|
|
|
2
|
Personal CFO Solutions
Chester,
New Jersey
|
$3.12M
|
+$55.8K
|
+2,361
|
+2%
|
|
|
3
|
Denver PWM
Denver,
Colorado
|
$2.25M
|
+$2.14M
|
+90,308
|
New
|
|
|
4
|
Berkshire Money Management
Dalton,
Massachusetts
|
$966K
|
-$20.1M
|
-848,163
|
-96%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$862K
|
-$10.9K
|
-461
|
-1%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$577K
|
-$1.95M
|
-82,597
|
-78%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$541K
|
+$79.2K
|
+3,349
|
+18%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$405K
|
-$86.3K
|
-3,648
|
-18%
|
|
|
9
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$371K
|
–
|
–
|
–
|
|
|
10
|
Alera Investment Advisors
Deerfield,
Illinois
|
$290K
|
-$16.7K
|
-706
|
-6%
|
|
|
11
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$260K
|
+$247K
|
+10,427
|
New
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$142K
|
–
|
–
|
–
|
|
|
13
|
Valeo Financial Advisors
Carmel,
Indiana
|
$50K
|
+$47.3K
|
+2,000
|
New
|
|
|
14
|
Archer Investment Corporation
Carmel,
Indiana
|
$49.9K
|
–
|
–
|
–
|
|
|
15
|
Cetera Advisor Networks
El Segundo,
California
|
$46K
|
+$43.5K
|
+1,840
|
New
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
–
|
–
|
–
|
|
|
17
|
Sunbelt Securities
Houston,
Texas
|
–
|
-$4.22M
|
-178,306
|
Closed
|
|
|
18
|
|
–
|
-$266K
|
-12,298
|
Closed
|
|
|
19
|
Stephens Inc
Little Rock,
Arkansas
|
–
|
-$206K
|
-9,528
|
Closed
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
–
|
-$27K
|
-1,233
|
Closed
|
|
|
21
|
IFP Advisors
Tampa,
Florida
|
–
|
-$23.4K
|
-989
|
Closed
|
|
|
22
|
Ameritas Investment Company
Lincoln,
Nebraska
|
–
|
-$21K
|
-983
|
Closed
|
|
|
23
|
Next Financial Group
Houston,
Texas
|
–
|
-$19K
|
-882
|
Closed
|
|
|
24
|
SignatureFD
Atlanta,
Georgia
|
–
|
-$5K
|
-249
|
Closed
|
|
