|
1
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$14.2M
|
+$540K
|
+5,291
|
+4%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$1.93M
|
+$47.4K
|
+465
|
+3%
|
|
|
3
|
Golden State Equity Partners
South Coast Metro,
California
|
$1.23M
|
-$77.9K
|
-764
|
-6%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.23M
|
+$242K
|
+2,369
|
+25%
|
|
|
5
|
|
$865K
|
+$850K
|
+8,331
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$798K
|
+$227K
|
+2,224
|
+41%
|
|
|
7
|
Beacon Pointe Advisors
Newport Beach,
California
|
$748K
|
–
|
–
|
–
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$736K
|
+$723K
|
+7,086
|
New
|
|
|
9
|
Long Island Wealth Management
Melville,
New York
|
$551K
|
-$85K
|
-834
|
-14%
|
|
|
10
|
AMJ Financial Wealth Management
Leesburg,
Virginia
|
$425K
|
+$52.8K
|
+518
|
+14%
|
|
|
11
|
&Partners
Nashville,
Tennessee
|
$310K
|
+$1.12K
|
+11
|
+0.4%
|
|
|
12
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$282K
|
-$87K
|
-853
|
-24%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$248K
|
+$243K
|
+2,386
|
New
|
|
|
14
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$248K
|
–
|
–
|
–
|
|
|
15
|
New Wave Wealth Advisors
Springdale,
Arkansas
|
$245K
|
+$240K
|
+2,358
|
New
|
|
|
16
|
EP Wealth Advisors
Torrance,
California
|
$239K
|
+$235K
|
+2,301
|
New
|
|
|
17
|
|
$230K
|
+$226K
|
+2,212
|
New
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$208K
|
+$204K
|
+2,000
|
New
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$153K
|
+$118K
|
+1,154
|
+365%
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$65.2K
|
-$58.3K
|
-572
|
-48%
|
|
|
21
|
|
$43.3K
|
+$42.5K
|
+417
|
New
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$39.7K
|
+$13.8K
|
+135
|
+55%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$39.6K
|
-$12K
|
-118
|
-24%
|
|
|
24
|
|
$11.9K
|
-$102
|
-1
|
-0.9%
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
$7.06K
|
–
|
–
|
–
|
|
