|
1
|
|
$4.47M
|
+$2.02M
|
+68,361
|
+88%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$3.26M
|
+$865K
|
+29,291
|
+38%
|
|
|
3
|
Jefferies Financial Group
New York
|
$2.22M
|
+$2.14M
|
+72,603
|
New
|
|
|
4
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$1.69M
|
-$53.1K
|
-1,799
|
-3%
|
|
|
5
|
Empowered Funds
Havertown,
Pennsylvania
|
$786K
|
+$760K
|
+25,740
|
New
|
|
|
6
|
Cetera Advisors
Denver,
Colorado
|
$717K
|
+$694K
|
+23,500
|
New
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$656K
|
+$635K
|
+21,501
|
New
|
|
|
8
|
|
$624K
|
+$604K
|
+20,444
|
New
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$580K
|
+$561K
|
+19,005
|
New
|
|
|
10
|
Iams Wealth Management
Omaha,
Nebraska
|
$361K
|
+$349K
|
+11,828
|
New
|
|
|
11
|
AllSquare Wealth Management
Albany,
New York
|
$272K
|
-$375K
|
-12,700
|
-59%
|
|
|
12
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$253K
|
–
|
–
|
–
|
|
|
13
|
Personal CFO Solutions
Chester,
New Jersey
|
$240K
|
–
|
–
|
–
|
|
|
14
|
Coppell Advisory Solutions
Coppell,
Texas
|
$146K
|
-$1.28M
|
-43,422
|
-89%
|
|
|
15
|
ORG Partners
Roanoke,
Indiana
|
$71.6K
|
+$69.3K
|
+2,347
|
New
|
|
|
16
|
Caldwell Trust
Venice,
Florida
|
$37.1K
|
–
|
–
|
–
|
|
|
17
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$14.6K
|
–
|
–
|
–
|
|
|
18
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$3.11K
|
-$27.5K
|
-930
|
-90%
|
|
|
19
|
Tradition Wealth Management
Edina,
Minnesota
|
$3K
|
–
|
–
|
–
|
|
|
20
|
Guardian Wealth Management (Illinois)
Peoria,
Illinois
|
$611
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$275
|
-$76.3K
|
-2,582
|
-100%
|
|
|
22
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$31
|
-$999K
|
-33,813
|
-100%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$10
|
-$30
|
-1
|
Closed
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
–
|
-$498K
|
-17,345
|
Closed
|
|
|
25
|
Two Sigma Securities
New York
|
–
|
-$240K
|
-8,351
|
Closed
|
|
