|
1
|
LPL Financial
San Diego,
California
|
$13.3M
|
+$5.82M
|
+105,948
|
+84%
|
|
|
2
|
Appleton Partners
Boston,
Massachusetts
|
$1.5M
|
-$258K
|
-4,705
|
-15%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$1.48M
|
+$24.4K
|
+444
|
+2%
|
|
|
4
|
|
$1.43M
|
-$1.04M
|
-18,893
|
-43%
|
|
|
5
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$1.26M
|
+$1.18M
|
+21,466
|
New
|
|
|
6
|
FDx Advisors
Chicago,
Illinois
|
$1.11M
|
+$1.07M
|
+19,463
|
New
|
|
|
7
|
|
$1.02M
|
-$8.13K
|
-148
|
-0.8%
|
|
|
8
|
Advisory Services Network
Atlanta,
Georgia
|
$969K
|
+$57.1K
|
+1,039
|
+7%
|
|
|
9
|
Cabot Wealth Management
Salem,
Massachusetts
|
$910K
|
+$35.3K
|
+642
|
+4%
|
|
|
10
|
Aspiriant LLC
Los Angeles,
California
|
$760K
|
–
|
–
|
–
|
|
|
11
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$746K
|
+$1.43K
|
+26
|
+0.2%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$720K
|
–
|
–
|
–
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$718K
|
+$62.8K
|
+1,143
|
+10%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$657K
|
+$59K
|
+1,074
|
+10%
|
|
|
15
|
Flow Traders U.S.
New York
|
$637K
|
+$612K
|
+11,149
|
New
|
|
|
16
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$448K
|
-$1.32K
|
-24
|
-0.3%
|
|
|
17
|
Old Mission Capital
Chicago,
Illinois
|
$437K
|
+$420K
|
+7,638
|
New
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$431K
|
-$141K
|
-2,572
|
-25%
|
|
|
19
|
|
$410K
|
+$394K
|
+7,176
|
New
|
|
|
20
|
Lutz Financial Services
Omaha,
Nebraska
|
$293K
|
–
|
–
|
–
|
|
|
21
|
KWB Wealth
Redlands,
California
|
$250K
|
–
|
–
|
–
|
|
|
22
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$222K
|
-$32.5K
|
-592
|
-13%
|
|
|
23
|
Equitable Holdings
New York
|
$203K
|
+$195K
|
+3,551
|
New
|
|
|
24
|
Asset Dedication LLC
San Francisco,
California
|
$98K
|
-$11.3K
|
-205
|
-11%
|
|
|
25
|
NBC Securities
Birmingham,
Alabama
|
$84K
|
+$42.7K
|
+777
|
+111%
|
|
