|
1
|
|
$38.1M
|
+$4.69M
|
+125,077
|
+15%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$13.6M
|
+$2.67M
|
+71,226
|
+27%
|
|
|
3
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$8.47M
|
+$7.94M
|
+211,941
|
New
|
|
|
4
|
Armbruster Capital Management
Pittsford,
New York
|
$4.94M
|
+$18.7K
|
+500
|
+0.4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$4.59M
|
+$1.27M
|
+33,842
|
+42%
|
|
|
6
|
IFP Advisors
Tampa,
Florida
|
$650K
|
-$3.56K
|
-95
|
-0.6%
|
|
|
7
|
|
$632K
|
+$592K
|
+15,812
|
New
|
|
|
8
|
|
$393K
|
+$369K
|
+9,840
|
New
|
|
|
9
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$263K
|
+$11.5K
|
+308
|
+5%
|
|
|
10
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$217K
|
+$204K
|
+5,434
|
New
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$208K
|
+$155K
|
+4,150
|
+392%
|
|
|
12
|
Professional Financial Advisors
North Platte,
Nebraska
|
$173K
|
-$1.17M
|
-31,113
|
-88%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$114K
|
+$18.9K
|
+504
|
+21%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$112K
|
+$104K
|
+2,782
|
+9,273%
|
|
|
15
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$30K
|
+$26.4K
|
+704
|
New
|
|
|
16
|
GoalVest Advisory
New York
|
$27K
|
-$10.1K
|
-269
|
-29%
|
|
|
17
|
Geneos Wealth Management
Englewood,
Colorado
|
$12K
|
–
|
–
|
–
|
|
|
18
|
US Bancorp
Minneapolis,
Minnesota
|
$8K
|
–
|
–
|
–
|
|
|
19
|
Optimal Asset Management
Los Altos,
California
|
$6K
|
–
|
–
|
–
|
|
|
20
|
American Portfolios Advisors
Holbrook,
New York
|
$5.19K
|
+$4.87K
|
+130
|
New
|
|
|
21
|
John W. Brooker & Co
Oakland,
California
|
$4K
|
–
|
–
|
–
|
|
|
22
|
Retirement Group
San Diego,
California
|
$2K
|
+$1.39K
|
+37
|
+161%
|
|
|
23
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
24
|
|
–
|
-$6K
|
-167
|
Closed
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
–
|
+$37
|
+1
|
New
|
|
