|
1
|
|
$37.6M
|
-$2.55M
|
-60,363
|
-6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$16.4M
|
+$2.11M
|
+50,033
|
+15%
|
|
|
3
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$10.2M
|
+$1.25M
|
+29,667
|
+14%
|
|
|
4
|
Armbruster Capital Management
Pittsford,
New York
|
$4.85M
|
-$355K
|
-8,400
|
-7%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$4.56M
|
-$276K
|
-6,538
|
-6%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.2M
|
+$1.99M
|
+47,129
|
+905%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$566K
|
+$568K
|
+13,446
|
New
|
|
|
8
|
Optimal Asset Management
Los Altos,
California
|
$553K
|
-$121K
|
-2,860
|
-18%
|
|
|
9
|
|
$414K
|
–
|
–
|
–
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$328K
|
+$329K
|
+7,789
|
New
|
|
|
11
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$282K
|
+$4.26K
|
+101
|
+2%
|
|
|
12
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$218K
|
-$10.9K
|
-258
|
-5%
|
|
|
13
|
Professional Financial Advisors
North Platte,
Nebraska
|
$181K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$168K
|
+$47.2K
|
+1,119
|
+39%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$132K
|
+$13.8K
|
+328
|
+12%
|
|
|
16
|
Advisory Services Network
Atlanta,
Georgia
|
$67K
|
+$67.6K
|
+1,600
|
New
|
|
|
17
|
GoalVest Advisory
New York
|
$45K
|
+$17.5K
|
+414
|
+62%
|
|
|
18
|
American Portfolios Advisors
Holbrook,
New York
|
$14.8K
|
+$9.33K
|
+221
|
+170%
|
|
|
19
|
Geneos Wealth Management
Englewood,
Colorado
|
$12K
|
–
|
–
|
–
|
|
|
20
|
John W. Brooker & Co
Oakland,
California
|
$5K
|
+$42
|
+1
|
+0.9%
|
|
|
21
|
Retirement Group
San Diego,
California
|
$3K
|
–
|
–
|
–
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
–
|
-$685K
|
-16,236
|
Closed
|
|
|
23
|
|
–
|
-$632K
|
-15,812
|
Closed
|
|
|
24
|
Sowell Financial Services
North Little Rock,
Arkansas
|
–
|
-$30K
|
-704
|
Closed
|
|
|
25
|
US Bancorp
Minneapolis,
Minnesota
|
–
|
-$8K
|
-194
|
Closed
|
|
