|
1
|
LPL Financial
San Diego,
California
|
$3.45M
|
+$8.87K
|
+277
|
+0.3%
|
|
|
2
|
ORG Wealth Partners
Dallas,
Texas
|
$2.26M
|
+$50.9K
|
+1,590
|
+2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.36M
|
+$284K
|
+8,888
|
+27%
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.23M
|
+$284K
|
+8,875
|
+31%
|
|
|
5
|
Mather Group
Chicago,
Illinois
|
$950K
|
-$5.58M
|
-174,300
|
-86%
|
|
|
6
|
Concurrent Investment Advisors
Tampa,
Florida
|
$624K
|
-$18.5K
|
-579
|
-3%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$610K
|
-$844K
|
-26,362
|
-59%
|
|
|
8
|
Atria Investments
Charlotte,
North Carolina
|
$417K
|
+$6.5K
|
+203
|
+2%
|
|
|
9
|
Allworth Financial
Folsom,
California
|
$89.4K
|
–
|
–
|
–
|
|
|
10
|
|
$44
|
+$32
|
+1
|
New
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$3
|
–
|
–
|
–
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$272K
|
-8,508
|
Closed
|
|
|
13
|
Golden State Equity Partners
South Coast Metro,
California
|
–
|
-$163K
|
-5,106
|
Closed
|
|
|
14
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$6.79K
|
-212
|
Closed
|
|
|
15
|
WFA of San Diego
San Diego,
California
|
–
|
-$2.53K
|
-79
|
Closed
|
|
