|
1
|
Prudential Financial
Newark,
New Jersey
|
$52M
|
–
|
–
|
–
|
|
|
2
|
Ocean Park Asset Management
Santa Monica,
California
|
$5.11M
|
+$5.09M
|
+150,000
|
New
|
|
|
3
|
PFW Advisors
Atlanta,
Georgia
|
$4.57M
|
+$4.56M
|
+134,280
|
New
|
|
|
4
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$2.81M
|
+$107K
|
+3,149
|
+4%
|
|
|
5
|
Adams Wealth Management
Logan,
Utah
|
$2.69M
|
-$32.7K
|
-962
|
-1%
|
|
|
6
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.54M
|
-$114K
|
-3,371
|
-4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.62M
|
+$197K
|
+5,808
|
+14%
|
|
|
8
|
Financial Connections Group
Corte Madera,
California
|
$1.05M
|
-$590K
|
-17,375
|
-36%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$872K
|
+$148K
|
+4,366
|
+21%
|
|
|
10
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$872K
|
+$148K
|
+4,366
|
+21%
|
|
|
11
|
Rovin Capital
Mesa,
Arizona
|
$640K
|
+$33.2K
|
+978
|
+5%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$601K
|
-$49.6K
|
-1,461
|
-8%
|
|
|
13
|
First Citizens Financial Corp
Mason City,
Iowa
|
$590K
|
+$588K
|
+17,317
|
New
|
|
|
14
|
|
$511K
|
-$3.15M
|
-92,858
|
-86%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$451K
|
-$68.7K
|
-2,023
|
-13%
|
|
|
16
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$253K
|
+$252K
|
+7,432
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$45.6K
|
+$45.4K
|
+1,336
|
+33,400%
|
|
|
18
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$31.7K
|
–
|
–
|
–
|
|
|
19
|
Creative Financial Designs
Kokomo,
Indiana
|
$11.7K
|
+$204
|
+6
|
+2%
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$826K
|
-24,104
|
Closed
|
|
|
21
|
DFPG Investments
Sandy,
Utah
|
–
|
-$423K
|
-12,359
|
Closed
|
|
|
22
|
Powers Advisory Group
Highland,
Illinois
|
–
|
-$271K
|
-7,920
|
Closed
|
|
|
23
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
–
|
-$63.4K
|
-1,853
|
Closed
|
|
|
24
|
Blue Trust Inc
Alpharetta,
Georgia
|
–
|
-$11K
|
-342
|
Closed
|
|
