|
1
|
Mason Investment Advisory Services
Reston,
Virginia
|
$208M
|
-$3.72M
|
-99,239
|
-2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$17.5M
|
+$12.7M
|
+339,595
|
+280%
|
|
|
3
|
Private Advisor Group
Morristown,
New Jersey
|
$14M
|
+$195K
|
+5,195
|
+1%
|
|
|
4
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$13.6M
|
+$7.49M
|
+199,569
|
+125%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.66M
|
+$1.7M
|
+45,323
|
+183%
|
|
|
6
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$758K
|
+$601
|
+16
|
+0.1%
|
|
|
7
|
KWB Wealth
Redlands,
California
|
$379K
|
+$397K
|
+10,567
|
New
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$318K
|
+$81K
|
+2,159
|
+35%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$307K
|
+$304K
|
+8,102
|
New
|
|
|
10
|
Seamount Financial Group
Colorado Springs,
Colorado
|
$260K
|
-$42.1K
|
-1,122
|
-14%
|
|
|
11
|
|
$252K
|
-$105K
|
-2,790
|
-30%
|
|
|
12
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$224K
|
+$221K
|
+5,896
|
New
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$140K
|
+$95.7K
|
+2,550
|
+223%
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$132K
|
+$131K
|
+3,495
|
New
|
|
|
15
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
$27.7K
|
+$27.4K
|
+731
|
New
|
|
|
16
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$11.4K
|
+$11.3K
|
+300
|
New
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$808K
|
-22,507
|
Closed
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$726K
|
-20,225
|
Closed
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
–
|
-$696K
|
-19,387
|
Closed
|
|
