|
1
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$13.3M
|
+$237K
|
+2,416
|
+2%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$1.82M
|
-$220K
|
-2,239
|
-11%
|
|
|
3
|
Golden State Equity Partners
South Coast Metro,
California
|
$1.28M
|
+$19.1K
|
+194
|
+2%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$952K
|
+$364K
|
+3,703
|
+64%
|
|
|
5
|
Beacon Pointe Advisors
Newport Beach,
California
|
$726K
|
+$707K
|
+7,200
|
New
|
|
|
6
|
Long Island Wealth Management
Melville,
New York
|
$619K
|
–
|
–
|
–
|
|
|
7
|
LPL Financial
San Diego,
California
|
$550K
|
–
|
–
|
–
|
|
|
8
|
AMJ Financial Wealth Management
Leesburg,
Virginia
|
$360K
|
+$76.3K
|
+777
|
+28%
|
|
|
9
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$360K
|
+$351K
|
+3,568
|
New
|
|
|
10
|
&Partners
Nashville,
Tennessee
|
$299K
|
+$292K
|
+2,971
|
New
|
|
|
11
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$240K
|
–
|
–
|
–
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$121K
|
-$4.52K
|
-46
|
-4%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$50.3K
|
+$49K
|
+499
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$31.8K
|
-$19.6K
|
-199
|
-39%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$30.3K
|
+$29.6K
|
+301
|
New
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$24.9K
|
-$1.08M
|
-11,033
|
-98%
|
|
|
17
|
|
$11.8K
|
-$2.46K
|
-25
|
-18%
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$6.85K
|
+$6.68K
|
+68
|
New
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$504
|
+$491
|
+5
|
New
|
|
|
20
|
BNP Paribas Financial Markets
Paris,
France
|
–
|
-$4.79M
|
-50,000
|
Closed
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$285K
|
-2,971
|
Closed
|
|
|
22
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
–
|
-$76.7K
|
-800
|
Closed
|
|
