|
1
|
LPL Financial
San Diego,
California
|
$11M
|
+$956K
|
+16,323
|
+10%
|
|
|
2
|
|
$7.17M
|
+$4.36M
|
+74,465
|
+178%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.35M
|
+$169K
|
+2,881
|
+15%
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$1.18M
|
+$1.12M
|
+19,178
|
New
|
|
|
5
|
Centric Wealth Management
Chicago,
Illinois
|
$1.1M
|
+$40.5K
|
+692
|
+4%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$1.05M
|
-$1.24M
|
-21,251
|
-56%
|
|
|
7
|
Flow Traders U.S.
New York
|
$616K
|
+$186K
|
+3,174
|
+47%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$583K
|
+$553K
|
+9,444
|
New
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$565K
|
+$163K
|
+2,783
|
+44%
|
|
|
10
|
NVWM LLC
Yardley,
Pennsylvania
|
$417K
|
+$395K
|
+6,752
|
New
|
|
|
11
|
Cetera Advisor Networks
El Segundo,
California
|
$342K
|
–
|
–
|
–
|
|
|
12
|
Geneos Wealth Management
Englewood,
Colorado
|
$188K
|
–
|
–
|
–
|
|
|
13
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$114K
|
+$108K
|
+1,850
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$110K
|
+$39.6K
|
+677
|
+61%
|
|
|
15
|
Allworth Financial
Folsom,
California
|
$40K
|
+$38.1K
|
+650
|
New
|
|
|
16
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$30K
|
–
|
–
|
–
|
|
|
17
|
AllSquare Wealth Management
Albany,
New York
|
$22K
|
–
|
–
|
–
|
|
|
18
|
|
$9K
|
–
|
–
|
–
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$7K
|
+$6.56K
|
+112
|
New
|
|
|
20
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1K
|
–
|
–
|
–
|
|
|
22
|
Winch Advisory Services
Appleton,
Wisconsin
|
$1K
|
–
|
–
|
–
|
|
|
23
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$782K
|
-14,737
|
Closed
|
|
