|
1
|
EP Wealth Advisors
Torrance,
California
|
$28.2M
|
+$156K
|
+5,858
|
New
|
|
|
2
|
Richard P. Slaughter Associates
Austin,
Texas
|
$7.52M
|
+$50K
|
+1,883
|
+0.7%
|
|
|
3
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$7.05M
|
–
|
–
|
–
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.89M
|
+$125K
|
+4,716
|
+5%
|
|
|
5
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$2.03M
|
-$2.47M
|
-93,097
|
-55%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$962K
|
+$961K
|
+36,206
|
+16,383%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$727K
|
+$249K
|
+9,365
|
+52%
|
|
|
8
|
Capital Planning
Bellevue,
Washington
|
$584K
|
+$10.5K
|
+395
|
+2%
|
|
|
9
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$515K
|
-$20.6K
|
-775
|
-4%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$483K
|
–
|
–
|
–
|
|
|
11
|
Old Mission Capital
Chicago,
Illinois
|
$386K
|
+$70.8K
|
+2,665
|
+22%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$73.7K
|
+$44.4K
|
+1,674
|
+150%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$26.8K
|
-$340K
|
-12,793
|
-93%
|
|
|
14
|
Ancora Advisors
Cleveland,
Ohio
|
$21.2K
|
+$21.3K
|
+804
|
New
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$820K
|
-30,060
|
Closed
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$448K
|
-16,431
|
Closed
|
|
|
17
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
–
|
-$260K
|
-9,519
|
Closed
|
|
|
18
|
Realta Investment Advisors
Wilmington,
Delaware
|
–
|
-$246K
|
-9,010
|
Closed
|
|
|
19
|
Worth Asset Management
Dallas,
Texas
|
–
|
-$46.5K
|
-1,705
|
Closed
|
|
