|
1
|
LPL Financial
San Diego,
California
|
$5.85M
|
-$2.6M
|
-50,944
|
-31%
|
|
|
2
|
Pacific Capital Wealth Advisors
Corona,
California
|
$2.61M
|
+$10.2K
|
+200
|
+0.4%
|
|
|
3
|
Savant Capital
Rockford,
Illinois
|
$2.6M
|
+$433K
|
+8,471
|
+20%
|
|
|
4
|
ProVise Management Group
Clearwater,
Florida
|
$2.28M
|
+$1.18M
|
+23,130
|
+110%
|
|
|
5
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.12M
|
+$42.5K
|
+833
|
+2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$823K
|
-$61.3K
|
-1,200
|
-7%
|
|
|
7
|
|
$614K
|
-$16.3M
|
-319,051
|
-96%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$364K
|
-$18.2K
|
-357
|
-5%
|
|
|
9
|
Institute for Wealth Management
Denver,
Colorado
|
$358K
|
-$16.4K
|
-322
|
-4%
|
|
|
10
|
Webster Bank
Waterbury,
Connecticut
|
$347K
|
+$55.8K
|
+1,093
|
+19%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$345K
|
+$88.2K
|
+1,727
|
+35%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$314K
|
+$311K
|
+6,090
|
New
|
|
|
13
|
Retirement Group
San Diego,
California
|
$266K
|
+$263K
|
+5,156
|
New
|
|
|
14
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$252K
|
+$250K
|
+4,886
|
New
|
|
|
15
|
Cetera Advisor Networks
El Segundo,
California
|
$95K
|
+$94.5K
|
+1,850
|
New
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$87K
|
+$73K
|
+1,429
|
+569%
|
|
|
17
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$53K
|
+$52.6K
|
+1,030
|
New
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$40K
|
+$39.9K
|
+781
|
New
|
|
|
19
|
|
$39K
|
-$18.4K
|
-361
|
-32%
|
|
|
20
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$26.3K
|
–
|
–
|
–
|
|
|
21
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$23K
|
-$255
|
-5
|
-1%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18K
|
–
|
–
|
–
|
|
|
23
|
Winch Advisory Services
Appleton,
Wisconsin
|
$13K
|
+$51
|
+1
|
+0.4%
|
|
|
24
|
Geneos Wealth Management
Englewood,
Colorado
|
$7K
|
+$7.66K
|
+150
|
New
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
–
|
-$778K
|
-15,522
|
Closed
|
|
