|
1
|
Estate Counselors
Thiensville,
Wisconsin
|
$15.7M
|
+$5.79M
|
+207,850
|
+60%
|
|
|
2
|
|
$10.6M
|
+$5.51M
|
+197,678
|
+111%
|
|
|
3
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$7.9M
|
+$7.75M
|
+278,354
|
New
|
|
|
4
|
Atria Investments
Charlotte,
North Carolina
|
$5.91M
|
+$802K
|
+28,804
|
+16%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$4.77M
|
+$442K
|
+15,884
|
+10%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$4.2M
|
+$54.3K
|
+1,950
|
+1%
|
|
|
7
|
American International Group
New York
|
$3.77M
|
+$159K
|
+5,713
|
+4%
|
|
|
8
|
Colony Group
Boston,
Massachusetts
|
$2.35M
|
-$167K
|
-6,000
|
-7%
|
|
|
9
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$2.12M
|
+$2.08M
|
+74,704
|
New
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.16M
|
-$212K
|
-7,602
|
-16%
|
|
|
11
|
MSI Financial Services
Springfield,
Massachusetts
|
$875K
|
+$57.7K
|
+2,071
|
+7%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$749K
|
+$29.3K
|
+1,050
|
+4%
|
|
|
13
|
HL Financial Services
Louisville,
Kentucky
|
$360K
|
-$25.1K
|
-902
|
-7%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$298K
|
+$293K
|
+10,513
|
New
|
|
|
15
|
Legacy Private Trust
Neenah,
Wisconsin
|
$258K
|
-$411K
|
-14,742
|
-62%
|
|
|
16
|
Oppenheimer & Co
New York
|
$210K
|
-$738K
|
-26,484
|
-78%
|
|
|
17
|
Founders Bank & Trust
Grand Rapids,
Michigan
|
$207K
|
+$204K
|
+7,310
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$100K
|
+$42.3K
|
+1,518
|
+76%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$31K
|
+$30K
|
+1,078
|
New
|
|
|
20
|
US Bancorp
Minneapolis,
Minnesota
|
$31K
|
+$30.6K
|
+1,098
|
New
|
|
|
21
|
WFG Advisors
Dallas,
Texas
|
$12K
|
–
|
–
|
–
|
|
|
22
|
Washington Trust Bank
Spokane,
Washington
|
$11K
|
+$10.6K
|
+380
|
New
|
|
|
23
|
|
$10K
|
–
|
–
|
–
|
|
|
24
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$10K
|
–
|
–
|
–
|
|
|
25
|
Tower Research Capital (TRC)
New York
|
–
|
-$7K
|
-261
|
Closed
|
|
