|
1
|
LPL Financial
San Diego,
California
|
$19.2M
|
+$12.9M
|
+1,376,687
|
+207%
|
|
|
2
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$4.57M
|
-$150K
|
-16,001
|
-3%
|
|
|
3
|
|
$2.28M
|
+$134K
|
+14,290
|
+6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$2.19M
|
+$176K
|
+18,711
|
+9%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$1.62M
|
+$62K
|
+6,595
|
+4%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1.55M
|
+$301K
|
+32,016
|
+24%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.48M
|
+$172K
|
+18,326
|
+13%
|
|
|
8
|
Perigon Wealth Management
San Francisco,
California
|
$1.19M
|
+$110K
|
+11,654
|
+10%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$1.07M
|
-$23.4K
|
-2,489
|
-2%
|
|
|
10
|
Global Retirement Partners
San Rafael,
California
|
$742K
|
+$744K
|
+79,100
|
New
|
|
|
11
|
NewEdge Advisors
New Orleans,
Louisiana
|
$644K
|
+$271K
|
+28,865
|
+72%
|
|
|
12
|
SEI Investments
Oaks,
Pennsylvania
|
$612K
|
+$142K
|
+15,114
|
+30%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$431K
|
+$7.85K
|
+835
|
+2%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$295K
|
-$71.3K
|
-7,586
|
-19%
|
|
|
15
|
Advisory Services Network
Atlanta,
Georgia
|
$259K
|
–
|
–
|
–
|
|
|
16
|
Whipplewood Advisors
Littleton,
Colorado
|
$248K
|
-$2.17K
|
-231
|
-0.9%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$235K
|
-$9.09K
|
-967
|
-4%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$222K
|
-$540K
|
-57,437
|
-71%
|
|
|
19
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$218K
|
+$11.5K
|
+1,219
|
+6%
|
|
|
20
|
Cary Street Partners
Richmond,
Virginia
|
$178K
|
–
|
–
|
–
|
|
|
21
|
GenWealth Group
Maplewood,
New Jersey
|
$99.7K
|
–
|
–
|
–
|
|
|
22
|
Pinnacle Associates
New York
|
$95.9K
|
–
|
–
|
–
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$93.8K
|
–
|
–
|
–
|
|
|
24
|
WealthBridge Capital Management
Westerville,
Ohio
|
$93.8K
|
–
|
–
|
–
|
|
|
25
|
Allworth Financial
Folsom,
California
|
$78.1K
|
+$339
|
+36
|
+0.4%
|
|
