|
1
|
LPL Financial
San Diego,
California
|
$13.3M
|
+$8.22M
|
+141,649
|
+181%
|
|
|
2
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$3.08M
|
+$71.6K
|
+1,234
|
+2%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.92M
|
-$182K
|
-3,140
|
-6%
|
|
|
4
|
Private Advisor Group
Morristown,
New Jersey
|
$2.67M
|
-$20.4K
|
-351
|
-0.8%
|
|
|
5
|
Diversified
Wilmington,
Delaware
|
$1.69M
|
-$126K
|
-2,180
|
-7%
|
|
|
6
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.63M
|
-$11.5K
|
-198
|
-0.7%
|
|
|
7
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$1.06M
|
+$1.97K
|
+34
|
+0.2%
|
|
|
8
|
Wolff Wiese Magana
Carslbad,
California
|
$893K
|
-$26.6K
|
-458
|
-3%
|
|
|
9
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$820K
|
-$23.6K
|
-407
|
-3%
|
|
|
10
|
Avantax Advisory Services
Dallas,
Texas
|
$508K
|
+$488K
|
+8,411
|
New
|
|
|
11
|
Advisors Preferred
Rockville,
Maryland
|
$434K
|
+$420K
|
+7,237
|
New
|
|
|
12
|
Cumberland Partners
Toronto,
Ontario, Canada
|
$422K
|
+$406K
|
+7,000
|
New
|
|
|
13
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$392K
|
+$377K
|
+6,490
|
New
|
|
|
14
|
WealthPLAN Partners
Omaha,
Nebraska
|
$324K
|
–
|
–
|
–
|
|
|
15
|
Western Wealth Management
Golden,
Colorado
|
$301K
|
+$289K
|
+4,986
|
New
|
|
|
16
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$241K
|
+$232K
|
+4,000
|
New
|
|
|
17
|
Howard Financial Services
Dallas,
Texas
|
$237K
|
+$7.02K
|
+121
|
+3%
|
|
|
18
|
|
$232K
|
–
|
–
|
–
|
|
|
19
|
Benchmark Investment Advisors
Chicago,
Illinois
|
$220K
|
+$212K
|
+3,648
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$169K
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$55K
|
+$34.5K
|
+594
|
+185%
|
|
|
22
|
American Portfolios Advisors
Holbrook,
New York
|
$22K
|
–
|
–
|
–
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$21K
|
+$464
|
+8
|
+2%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$20K
|
+$19K
|
+328
|
New
|
|
|
25
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
–
|
-$1.97M
|
-36,669
|
Closed
|
|
