|
1
|
|
$10.4M
|
+$11.5M
|
+122,654
|
New
|
|
|
2
|
LPL Financial
San Diego,
California
|
$3.76M
|
+$1.08M
|
+11,577
|
+35%
|
|
|
3
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$2.82M
|
+$1.89M
|
+20,247
|
+157%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$2.19M
|
+$1.43M
|
+15,320
|
+146%
|
|
|
5
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$1.3M
|
+$141K
|
+1,506
|
+11%
|
|
|
6
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.25M
|
+$19.2K
|
+205
|
+1%
|
|
|
7
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.04M
|
+$13.2K
|
+141
|
+1%
|
|
|
8
|
American Portfolios Advisors
Holbrook,
New York
|
$342K
|
+$36.2K
|
+387
|
+11%
|
|
|
9
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$340K
|
+$1.68K
|
+18
|
+0.5%
|
|
|
10
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$322K
|
–
|
–
|
–
|
|
|
11
|
Financial Enhancement Group
Anderson,
Indiana
|
$300K
|
+$331K
|
+3,535
|
New
|
|
|
12
|
Hudock Inc
Williamsport,
Pennsylvania
|
$111K
|
–
|
–
|
–
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$99K
|
+$57.4K
|
+614
|
+111%
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$42K
|
+$43K
|
+460
|
New
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$40K
|
-$5.98M
|
-63,926
|
-99%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8K
|
–
|
–
|
–
|
|
|
17
|
Global Retirement Partners
San Rafael,
California
|
$5K
|
+$5.14K
|
+55
|
New
|
|
|
18
|
Harbour Investments
Madison,
Wisconsin
|
$4K
|
–
|
–
|
–
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$4K
|
–
|
–
|
–
|
|
|
20
|
Merit Financial Group
Alpharetta,
Georgia
|
–
|
-$203K
|
-2,227
|
Closed
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$12K
|
-132
|
Closed
|
|
