|
1
|
LPL Financial
San Diego,
California
|
$6.81M
|
+$3.81M
|
+68,709
|
+120%
|
|
|
2
|
|
$2.38M
|
+$2.44M
|
+43,992
|
New
|
|
|
3
|
Appleton Partners
Boston,
Massachusetts
|
$1.68M
|
-$206K
|
-3,717
|
-11%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$1.37M
|
+$162K
|
+2,911
|
+13%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$987K
|
+$1.01M
|
+18,268
|
New
|
|
|
6
|
|
$970K
|
+$57.2K
|
+1,030
|
+6%
|
|
|
7
|
Advisory Services Network
Atlanta,
Georgia
|
$860K
|
+$98.2K
|
+1,770
|
+13%
|
|
|
8
|
Cabot Wealth Management
Salem,
Massachusetts
|
$825K
|
+$24.7K
|
+445
|
+3%
|
|
|
9
|
Aspiriant LLC
Los Angeles,
California
|
$718K
|
–
|
–
|
–
|
|
|
10
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$706K
|
+$43K
|
+775
|
+6%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$681K
|
+$215K
|
+3,881
|
+44%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$616K
|
+$86.7K
|
+1,562
|
+16%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$563K
|
+$45.2K
|
+815
|
+8%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$547K
|
-$200K
|
-3,609
|
-26%
|
|
|
15
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$425K
|
+$219K
|
+3,950
|
+101%
|
|
|
16
|
Lutz Financial Services
Omaha,
Nebraska
|
$277K
|
–
|
–
|
–
|
|
|
17
|
KWB Wealth
Redlands,
California
|
$242K
|
–
|
–
|
–
|
|
|
18
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$242K
|
+$12K
|
+216
|
+5%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$176K
|
-$4.56M
|
-82,175
|
-96%
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$118K
|
+$116K
|
+2,086
|
New
|
|
|
21
|
Asset Dedication LLC
San Francisco,
California
|
$104K
|
-$777
|
-14
|
-0.7%
|
|
|
22
|
Geneos Wealth Management
Englewood,
Colorado
|
$84.1K
|
+$999
|
+18
|
+1%
|
|
|
23
|
NBC Securities
Birmingham,
Alabama
|
$37K
|
+$38.7K
|
+698
|
New
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18K
|
-$999
|
-18
|
-5%
|
|
|
25
|
Raleigh Capital Management
Cary,
North Carolina
|
$15.1K
|
–
|
–
|
–
|
|
