|
1
|
Tolleson Wealth Management
Dallas,
Texas
|
$4.71M
|
+$1.18M
|
+24,390
|
+31%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.11M
|
+$2.08M
|
+43,209
|
+180%
|
|
|
3
|
Values Added Financial
Washington,
District of Columbia
|
$629K
|
+$59.5K
|
+1,234
|
+10%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$617K
|
+$6.41K
|
+133
|
+1%
|
|
|
5
|
|
$577K
|
+$91.1K
|
+1,890
|
+18%
|
|
|
6
|
The Wealth Group
Eden Prairie,
Minnesota
|
$532K
|
+$553K
|
+11,485
|
New
|
|
|
7
|
Private Advisor Group
Morristown,
New Jersey
|
$489K
|
+$13.4K
|
+279
|
+3%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$428K
|
-$72.5K
|
-1,505
|
-14%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$355K
|
–
|
–
|
–
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$295K
|
-$98.1K
|
-2,035
|
-24%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$287K
|
-$7.08K
|
-147
|
-2%
|
|
|
12
|
EP Wealth Advisors
Torrance,
California
|
$215K
|
+$224K
|
+4,644
|
New
|
|
|
13
|
Westside Investment Management
Santa Monica,
California
|
$97.2K
|
+$4.82K
|
+100
|
+5%
|
|
|
14
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$38.2K
|
–
|
–
|
–
|
|
|
15
|
CoreCap Advisors
Southfield,
Michigan
|
$1.11K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$93
|
-$12.3K
|
-256
|
-99%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.95M
|
-40,771
|
Closed
|
|
|
18
|
|
–
|
-$307K
|
-6,420
|
Closed
|
|
|
19
|
PW Advisors
Tallahassee,
Florida
|
–
|
-$209K
|
-4,361
|
Closed
|
|
|
20
|
Strategic Financial Concepts
San Antonio,
Texas
|
–
|
-$208K
|
-4,352
|
Closed
|
|
|
21
|
Tower Research Capital (TRC)
New York
|
–
|
-$185K
|
-3,864
|
Closed
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$160K
|
-3,337
|
Closed
|
|
