|
1
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$103M
|
-$57.9M
|
-600,100
|
-56%
|
|
|
2
|
|
$48.4M
|
+$48.1M
|
+497,800
|
New
|
|
|
3
|
SimpliFi Inc
San Diego,
California
|
$20.9M
|
+$20.8M
|
+215,125
|
New
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$14.4M
|
+$1.94M
|
+20,115
|
+16%
|
|
|
5
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$7.35M
|
+$3.71M
|
+38,442
|
+103%
|
|
|
6
|
Scotia Capital
Toronto,
Ontario, Canada
|
$7.33M
|
+$1.58M
|
+16,414
|
+28%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$5.39M
|
-$218K
|
-2,256
|
-4%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$4.29M
|
+$705K
|
+7,304
|
+20%
|
|
|
9
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.98M
|
+$993K
|
+10,283
|
+50%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$2.62M
|
+$721K
|
+7,467
|
+38%
|
|
|
11
|
Fortis Advisors
Wayne,
Pennsylvania
|
$2.55M
|
-$17.3K
|
-179
|
-0.7%
|
|
|
12
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$2.43M
|
+$19.4K
|
+201
|
+0.8%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.16M
|
+$762K
|
+7,896
|
+55%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.52M
|
+$808K
|
+8,372
|
+114%
|
|
|
15
|
Global Financial Private Capital
Sarasota,
Florida
|
$1.26M
|
+$1.02M
|
+10,566
|
+444%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$918K
|
+$202K
|
+2,094
|
+28%
|
|
|
17
|
|
$908K
|
-$1.23M
|
-12,755
|
-58%
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$849K
|
+$253K
|
+2,620
|
+43%
|
|
|
19
|
Wealth & Pension Services Group
Atlanta,
Georgia
|
$793K
|
+$788K
|
+8,159
|
New
|
|
|
20
|
|
$663K
|
+$658K
|
+6,819
|
New
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$533K
|
+$530K
|
+5,486
|
New
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$516K
|
-$58.3K
|
-604
|
-10%
|
|
|
23
|
Titus Wealth Management
Larskpur,
California
|
$406K
|
–
|
–
|
–
|
|
|
24
|
IFP Advisors
Tampa,
Florida
|
$322K
|
+$29.4K
|
+305
|
+10%
|
|
|
25
|
Snowden Capital Advisors
New York
|
$272K
|
-$23.6K
|
-245
|
-8%
|
|
