|
1
|
LPL Financial
San Diego,
California
|
$7.72M
|
-$1.02M
|
-48,755
|
-12%
|
|
|
2
|
|
$4.1M
|
+$1.47M
|
+70,536
|
+56%
|
|
|
3
|
Nuveen
Charlotte,
North Carolina
|
$3.31M
|
-$6M
|
-287,924
|
-65%
|
|
|
4
|
Prospera Financial Services
Dallas,
Texas
|
$1.47M
|
+$33.6K
|
+1,611
|
+2%
|
|
|
5
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$1.01M
|
+$1.01M
|
+48,511
|
New
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$785K
|
+$15.2K
|
+731
|
+2%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$691K
|
+$106K
|
+5,105
|
+18%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$643K
|
+$62.6K
|
+3,006
|
+11%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$560K
|
+$32.2K
|
+1,545
|
+6%
|
|
|
10
|
Old Mission Capital
Chicago,
Illinois
|
$540K
|
+$539K
|
+25,854
|
New
|
|
|
11
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$436K
|
+$46.1K
|
+2,214
|
+12%
|
|
|
12
|
|
$415K
|
-$231K
|
-11,077
|
-36%
|
|
|
13
|
Principal Street Partners
Memphis,
Tennessee
|
$406K
|
+$1.13M
|
+54,077
|
New
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$338K
|
-$20.6K
|
-990
|
-6%
|
|
|
15
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$311K
|
–
|
–
|
–
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$298K
|
-$1.96K
|
-94
|
-0.7%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$133K
|
–
|
–
|
–
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$93K
|
+$20.8K
|
+1,000
|
+29%
|
|
|
19
|
Harbour Investments
Madison,
Wisconsin
|
$71.6K
|
-$12.9K
|
-620
|
-15%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$70.4K
|
+$68.1K
|
+3,269
|
+3,237%
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$33.8K
|
-$5.81K
|
-279
|
-15%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$26.1K
|
-$12.1K
|
-583
|
-32%
|
|
|
23
|
Global Retirement Partners
San Rafael,
California
|
$18.9K
|
–
|
–
|
–
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
$21
|
+$21
|
+1
|
New
|
|
|
25
|
GHP Investment Advisors
Denver,
Colorado
|
–
|
-$10.2K
|
-483
|
Closed
|
|
