|
1
|
Caprock Group
Boise,
Idaho
|
$2.03M
|
–
|
–
|
–
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.54M
|
-$171K
|
-6,945
|
-9%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.52M
|
-$173K
|
-7,009
|
-9%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$1.01M
|
-$389K
|
-15,768
|
-26%
|
|
|
5
|
Bison Wealth
Atlanta,
Georgia
|
$894K
|
-$1.85K
|
-75
|
-0.2%
|
|
|
6
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$812K
|
–
|
–
|
–
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$799K
|
+$164K
|
+6,643
|
+23%
|
|
|
8
|
9258 Wealth Management
Blue Ash,
Ohio
|
$787K
|
–
|
–
|
–
|
|
|
9
|
|
$580K
|
-$1.21M
|
-49,109
|
-65%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$565K
|
-$63.4K
|
-2,570
|
-9%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$372K
|
+$63K
|
+2,553
|
+18%
|
|
|
12
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$293K
|
-$9.88K
|
-400
|
-3%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$285K
|
-$215K
|
-8,703
|
-40%
|
|
|
14
|
Empirical Wealth Management
Seattle,
Washington
|
$285K
|
–
|
–
|
–
|
|
|
15
|
|
$279K
|
+$18.5K
|
+750
|
+6%
|
|
|
16
|
GW & Wade
Wellesley,
Massachusetts
|
$243K
|
+$270K
|
+10,933
|
New
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$230K
|
–
|
–
|
–
|
|
|
18
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$224K
|
-$292K
|
-11,815
|
-54%
|
|
|
19
|
Bartlett & Co
Cincinnati,
Ohio
|
$201K
|
–
|
–
|
–
|
|
|
20
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$201K
|
–
|
–
|
–
|
|
|
21
|
HB Wealth Management
Atlanta,
Georgia
|
$200K
|
–
|
–
|
–
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$190K
|
–
|
–
|
–
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$154K
|
+$86.2K
|
+3,491
|
+102%
|
|
|
24
|
Your Advocates Ltd
Houston,
Texas
|
$136K
|
–
|
–
|
–
|
|
|
25
|
Global Retirement Partners
San Rafael,
California
|
$131K
|
+$141K
|
+5,725
|
New
|
|
