|
1
|
LPL Financial
San Diego,
California
|
$4.46M
|
+$201K
|
+6,729
|
+4%
|
|
|
2
|
PMG Family Office
Plano,
Texas
|
$2.52M
|
-$63.1K
|
-2,115
|
-2%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.49M
|
-$242K
|
-8,109
|
-8%
|
|
|
4
|
Compass Financial Services
West Des Moines,
Iowa
|
$2.36M
|
+$36.4K
|
+1,220
|
+1%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$2.07M
|
+$81.8K
|
+2,745
|
+4%
|
|
|
6
|
|
$798K
|
+$872K
|
+29,264
|
New
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$762K
|
-$6.05K
|
-203
|
-0.7%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$621K
|
+$30.9K
|
+1,036
|
+5%
|
|
|
9
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$516K
|
+$4.92K
|
+165
|
+0.9%
|
|
|
10
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$488K
|
–
|
–
|
–
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$447K
|
+$13K
|
+437
|
+3%
|
|
|
12
|
Triumph Capital Management
Denver,
Colorado
|
$441K
|
-$3.9K
|
-131
|
-0.8%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$396K
|
-$13.1K
|
-438
|
-3%
|
|
|
14
|
Certior Financial Group
King Of Prussia,
Pennsylvania
|
$387K
|
+$92.4K
|
+3,099
|
+28%
|
|
|
15
|
Cannon Wealth Management Services
Winston Salem,
North Carolina
|
$378K
|
+$413K
|
+13,855
|
New
|
|
|
16
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$310K
|
+$54.9K
|
+1,843
|
+19%
|
|
|
17
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$287K
|
–
|
–
|
–
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$269K
|
-$13.4K
|
-448
|
-4%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$267K
|
+$292K
|
+9,789
|
New
|
|
|
20
|
International Assets Investment Management
Orlando,
Florida
|
$264K
|
+$59K
|
+1,979
|
+26%
|
|
|
21
|
SBI Securities
Tokyo,
Japan
|
$234K
|
-$25.6K
|
-859
|
-9%
|
|
|
22
|
Farther Finance Advisors
San Francisco,
California
|
$135K
|
-$775
|
-26
|
-0.5%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$40.7K
|
+$44.3K
|
+1,487
|
+21,243%
|
|
|
24
|
Rockefeller Capital Management
New York
|
$27.9K
|
–
|
–
|
–
|
|
|
25
|
AE Wealth Management
Topeka,
Kansas
|
$26.7K
|
+$3.88K
|
+130
|
+15%
|
|
