|
1
|
LPL Financial
San Diego,
California
|
$10.9M
|
+$1.15M
|
+5,121
|
+12%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$9.08M
|
+$390K
|
+1,732
|
+4%
|
|
|
3
|
Equitable Holdings
New York
|
$4.31M
|
-$363K
|
-1,612
|
-8%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.23M
|
-$243K
|
-1,081
|
-5%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.84M
|
+$446K
|
+1,981
|
+13%
|
|
|
6
|
|
$3.1M
|
-$3.97M
|
-17,659
|
-56%
|
|
|
7
|
Great Diamond Partners
Portland,
Maine
|
$1.98M
|
+$11.9K
|
+53
|
+0.6%
|
|
|
8
|
Modern Wealth Management
Lenexa,
Kansas
|
$1.67M
|
+$1.68M
|
+7,460
|
New
|
|
|
9
|
JBR Co Financial Management
Ardmore,
Oklahoma
|
$1.58M
|
+$752K
|
+3,345
|
+90%
|
|
|
10
|
Park Avenue Securities
New York
|
$1.5M
|
+$1.51M
|
+6,702
|
New
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$1.45M
|
+$1.45M
|
+6,456
|
New
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
$1.18M
|
+$886K
|
+3,940
|
+303%
|
|
|
13
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$1.15M
|
+$47.7K
|
+212
|
+4%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.08M
|
+$31.7K
|
+141
|
+3%
|
|
|
15
|
Keystone Wealth Services
Palm Desert,
California
|
$1.07M
|
+$303K
|
+1,345
|
+39%
|
|
|
16
|
|
$937K
|
-$31.7K
|
-141
|
-3%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$922K
|
-$4.95K
|
-22
|
-0.5%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$912K
|
-$358K
|
-1,593
|
-28%
|
|
|
19
|
Financial Services Advisory
Rockville,
Maryland
|
$863K
|
+$866K
|
+3,851
|
New
|
|
|
20
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$857K
|
-$30.6K
|
-136
|
-3%
|
|
|
21
|
Investors Research Corp
Atlanta,
Georgia
|
$754K
|
–
|
–
|
–
|
|
|
22
|
WBI Investments
Red Bank,
New Jersey
|
$679K
|
-$65K
|
-289
|
-9%
|
|
|
23
|
Optima Capital
Beaverton,
Oregon
|
$626K
|
+$628K
|
+2,792
|
New
|
|
|
24
|
Kestra Private Wealth Services
Austin,
Texas
|
$612K
|
+$109K
|
+485
|
+22%
|
|
|
25
|
Bay Colony Advisors
Concord,
Massachusetts
|
$555K
|
+$557K
|
+2,475
|
New
|
|
