|
1
|
Tolleson Wealth Management
Dallas,
Texas
|
$4.56M
|
-$920K
|
-17,691
|
-17%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.68M
|
+$32.8K
|
+631
|
+0.9%
|
|
|
3
|
Retirement Capital Strategies
San Jose,
California
|
$858K
|
+$823K
|
+15,839
|
New
|
|
|
4
|
|
$810K
|
+$777K
|
+14,953
|
New
|
|
|
5
|
LPL Financial
San Diego,
California
|
$793K
|
+$68.6K
|
+1,320
|
+10%
|
|
|
6
|
Values Added Financial
Washington,
District of Columbia
|
$712K
|
-$23.3K
|
-449
|
-3%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$646K
|
+$621K
|
+11,938
|
New
|
|
|
8
|
|
$573K
|
-$98.3K
|
-1,890
|
-15%
|
|
|
9
|
The Wealth Group
Eden Prairie,
Minnesota
|
$546K
|
-$72.8K
|
-1,400
|
-12%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$501K
|
+$52
|
+1
|
+0%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$436K
|
+$19.7K
|
+379
|
+5%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$340K
|
-$4.94K
|
-95
|
-1%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$336K
|
–
|
–
|
–
|
|
|
14
|
Tower Research Capital (TRC)
New York
|
$317K
|
+$305K
|
+5,858
|
New
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$306K
|
-$255K
|
-4,900
|
-46%
|
|
|
16
|
PW Advisors
Tallahassee,
Florida
|
$254K
|
+$244K
|
+4,698
|
New
|
|
|
17
|
EP Wealth Advisors
Torrance,
California
|
$251K
|
–
|
–
|
–
|
|
|
18
|
Towneley Capital Management
Laguna Hills,
California
|
$223K
|
+$214K
|
+4,110
|
New
|
|
|
19
|
Westside Investment Management
Santa Monica,
California
|
$114K
|
–
|
–
|
–
|
|
|
20
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$108K
|
+$104K
|
+2,000
|
New
|
|
|
21
|
CoreCap Advisors
Southfield,
Michigan
|
$1.3K
|
–
|
–
|
–
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$93
|
-2
|
Closed
|
|
