|
1
|
LPL Financial
San Diego,
California
|
$3.36M
|
+$1.19M
|
+36,164
|
+53%
|
|
|
2
|
ORG Partners
Roanoke,
Indiana
|
$1.39M
|
-$10.5K
|
-321
|
-0.7%
|
|
|
3
|
ORG Wealth Partners
Dallas,
Texas
|
$1.14M
|
-$15.3K
|
-466
|
-1%
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$996K
|
+$695K
|
+21,191
|
+220%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$922K
|
+$482K
|
+14,705
|
+106%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$679K
|
+$497K
|
+15,163
|
+259%
|
|
|
7
|
Concurrent Investment Advisors
Tampa,
Florida
|
$646K
|
-$22.1K
|
-675
|
-3%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$593K
|
+$309K
|
+9,414
|
+105%
|
|
|
9
|
Atria Investments
Charlotte,
North Carolina
|
$496K
|
-$20.6K
|
-628
|
-4%
|
|
|
10
|
|
$229K
|
+$232K
|
+7,073
|
New
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$181K
|
+$184K
|
+5,611
|
New
|
|
|
12
|
Allworth Financial
Folsom,
California
|
$88K
|
-$5.7K
|
-174
|
-6%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$18.7K
|
–
|
–
|
–
|
|
|
14
|
WFA of San Diego
San Diego,
California
|
$2.55K
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$291
|
+$98
|
+3
|
+50%
|
|
|
16
|
|
$46
|
–
|
–
|
–
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$29
|
–
|
–
|
–
|
|
|
18
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$9.4K
|
-292
|
Closed
|
|
|
19
|
WealthShield Partners
Cary,
North Carolina
|
–
|
-$2.83K
|
-88
|
Closed
|
|
