|
1
|
LPL Financial
San Diego,
California
|
$2.37M
|
+$102K
|
+4,093
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$2.12M
|
+$6.36K
|
+256
|
+0.3%
|
|
|
3
|
|
$1.52M
|
-$65.1K
|
-2,618
|
-4%
|
|
|
4
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.37M
|
+$300K
|
+12,076
|
+28%
|
|
|
5
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.25M
|
-$337K
|
-13,537
|
-21%
|
|
|
6
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$995K
|
+$1.22K
|
+49
|
+0.1%
|
|
|
7
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$769K
|
+$199
|
+8
|
+0%
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$689K
|
+$690K
|
+27,750
|
New
|
|
|
9
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$527K
|
+$76.7K
|
+3,087
|
+17%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$474K
|
+$475K
|
+19,104
|
New
|
|
|
11
|
Avior Wealth Management
Omaha,
Nebraska
|
$435K
|
-$778K
|
-31,307
|
-64%
|
|
|
12
|
SimpliFi Inc
San Diego,
California
|
$301K
|
-$413K
|
-16,625
|
-58%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$294K
|
+$4.72K
|
+190
|
+2%
|
|
|
14
|
WealthBridge Capital Management
Westerville,
Ohio
|
$223K
|
-$47.2K
|
-1,898
|
-17%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$214K
|
+$215K
|
+8,630
|
New
|
|
|
16
|
Net Worth Advisory Group
Sandy,
Utah
|
$200K
|
-$13.1K
|
-528
|
-6%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$186K
|
+$99.9K
|
+4,020
|
+116%
|
|
|
18
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$42.2K
|
–
|
–
|
–
|
|
|
19
|
|
$26.7K
|
+$99
|
+4
|
+0.4%
|
|
|
20
|
US Bancorp
Minneapolis,
Minnesota
|
$26.5K
|
-$19.9K
|
-801
|
-43%
|
|
|
21
|
Principal Securities
Des Moines,
Iowa
|
$12.3K
|
–
|
–
|
–
|
|
|
22
|
Rockefeller Capital Management
New York
|
$7.6K
|
+$7.61K
|
+306
|
New
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$6
|
-$50
|
-2
|
Closed
|
|
|
24
|
|
–
|
-$1.2M
|
-48,473
|
Closed
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
–
|
-$338K
|
-13,627
|
Closed
|
|
