|
1
|
LPL Financial
San Diego,
California
|
$5.32M
|
+$1.12M
|
+41,473
|
+25%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$5.17M
|
+$3.33M
|
+123,225
|
+162%
|
|
|
3
|
PMG Family Office
Plano,
Texas
|
$2.57M
|
+$184K
|
+6,822
|
+7%
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.5M
|
+$128K
|
+4,721
|
+5%
|
|
|
5
|
Cannon Wealth Management Services
Winston Salem,
North Carolina
|
$696K
|
+$350K
|
+12,970
|
+94%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$475K
|
-$260K
|
-9,626
|
-34%
|
|
|
7
|
Triumph Capital Management
Denver,
Colorado
|
$461K
|
+$43K
|
+1,594
|
+10%
|
|
|
8
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$455K
|
-$38.4K
|
-1,420
|
-7%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$438K
|
+$13.3K
|
+491
|
+3%
|
|
|
10
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$436K
|
-$29.7K
|
-1,100
|
-6%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$385K
|
+$7.78K
|
+288
|
+2%
|
|
|
12
|
Certior Financial Group
King Of Prussia,
Pennsylvania
|
$357K
|
-$11.8K
|
-437
|
-3%
|
|
|
13
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$295K
|
–
|
–
|
–
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$284K
|
-$319K
|
-11,815
|
-52%
|
|
|
15
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$270K
|
+$281K
|
+10,416
|
New
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$266K
|
+$11K
|
+406
|
+4%
|
|
|
17
|
International Assets Investment Management
Orlando,
Florida
|
$259K
|
+$6.37K
|
+236
|
+2%
|
|
|
18
|
SBI Securities
Tokyo,
Japan
|
$255K
|
+$33.8K
|
+1,251
|
+15%
|
|
|
19
|
Old Mission Capital
Chicago,
Illinois
|
$216K
|
+$224K
|
+8,312
|
New
|
|
|
20
|
Farther Finance Advisors
San Francisco,
California
|
$133K
|
+$3.29K
|
+122
|
+2%
|
|
|
21
|
Opal Wealth Advisors
Jericho,
New York
|
$125K
|
+$131K
|
+4,833
|
New
|
|
|
22
|
NBC Securities
Birmingham,
Alabama
|
$23.4K
|
–
|
–
|
–
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$21.2K
|
-$513
|
-19
|
-2%
|
|
|
24
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$15.1K
|
–
|
–
|
–
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$12.8K
|
-$27K
|
-999
|
-67%
|
|
