|
1
|
LPL Financial
San Diego,
California
|
$3.3M
|
+$1.62M
|
+52,943
|
+95%
|
|
|
2
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.84M
|
-$279K
|
-9,135
|
-13%
|
|
|
3
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.16M
|
-$127K
|
-4,172
|
-10%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$754K
|
-$89.3K
|
-2,924
|
-11%
|
|
|
5
|
Cetera Advisor Networks
El Segundo,
California
|
$678K
|
+$302K
|
+9,896
|
+79%
|
|
|
6
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$454K
|
+$458K
|
+15,000
|
New
|
|
|
7
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$374K
|
+$378K
|
+12,357
|
New
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$328K
|
+$107K
|
+3,513
|
+48%
|
|
|
9
|
Financial Advocates Investment Management
Olympia,
Washington
|
$261K
|
-$502K
|
-16,423
|
-66%
|
|
|
10
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$251K
|
+$253K
|
+8,280
|
New
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$42K
|
+$30.2K
|
+988
|
+257%
|
|
|
12
|
Geneos Wealth Management
Englewood,
Colorado
|
$39K
|
–
|
–
|
–
|
|
|
13
|
Retirement Group
San Diego,
California
|
$39K
|
+$39.7K
|
+1,300
|
New
|
|
|
14
|
Harbour Investments
Madison,
Wisconsin
|
$37K
|
+$37.3K
|
+1,220
|
New
|
|
|
15
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$17K
|
+$17.1K
|
+560
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6K
|
–
|
–
|
–
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
–
|
-$70.4K
|
-2,430
|
Closed
|
|
|
18
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
–
|
-$6K
|
-200
|
Closed
|
|
