|
1
|
|
$5.21M
|
+$3.01M
|
+99,449
|
+147%
|
|
|
2
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$4.14M
|
+$4.01M
|
+132,780
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$2.69M
|
+$191K
|
+6,316
|
+8%
|
|
|
4
|
HBW Advisory Services
Simi Valley,
California
|
$2.03M
|
+$1.97M
|
+65,132
|
New
|
|
|
5
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.64M
|
+$559K
|
+18,477
|
+54%
|
|
|
6
|
Golden State Wealth Management
Santa Ana,
California
|
$1.55M
|
+$1.51M
|
+49,820
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.27M
|
+$112K
|
+3,705
|
+10%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.05M
|
+$1.02M
|
+33,601
|
New
|
|
|
9
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$828K
|
-$23.2K
|
-766
|
-3%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$780K
|
-$248K
|
-8,199
|
-25%
|
|
|
11
|
Archford Capital Strategies
Swansea,
Illinois
|
$581K
|
+$124K
|
+4,114
|
+28%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$575K
|
+$60
|
+2
|
+0%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$557K
|
-$325K
|
-10,747
|
-37%
|
|
|
14
|
Prudential plc
London, England,
United Kingdom
|
$466K
|
+$453K
|
+15,000
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$404K
|
+$67.9K
|
+2,247
|
+21%
|
|
|
16
|
Daiwa Securities Group
Tokyo,
Japan
|
$332K
|
–
|
–
|
–
|
|
|
17
|
Barclays
London,
United Kingdom
|
$320K
|
–
|
–
|
–
|
|
|
18
|
American Portfolios Advisors
Holbrook,
New York
|
$310K
|
-$2.42K
|
-80
|
-0.8%
|
|
|
19
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$264K
|
+$10.7K
|
+355
|
+4%
|
|
|
20
|
GeoWealth Management
Chicago,
Illinois
|
$242K
|
+$234K
|
+7,741
|
New
|
|
|
21
|
Macroview Investment Management
Bethesda,
Maryland
|
$164K
|
+$6.53K
|
+216
|
+4%
|
|
|
22
|
Creative Financial Designs
Kokomo,
Indiana
|
$70K
|
+$68K
|
+2,251
|
New
|
|
|
23
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$25K
|
–
|
–
|
–
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$21K
|
-$6.29K
|
-208
|
-24%
|
|
|
25
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$19K
|
+$18.4K
|
+609
|
New
|
|
