|
1
|
LPL Financial
San Diego,
California
|
$64.1M
|
+$13.4M
|
+297,168
|
+29%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.07M
|
+$1.39M
|
+30,899
|
+39%
|
|
|
3
|
SeaCrest Wealth Management
Purchase,
New York
|
$2.7M
|
+$2.16K
|
+48
|
+0.1%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.71M
|
+$34.5K
|
+766
|
+2%
|
|
|
5
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.39M
|
+$6.89K
|
+153
|
+0.5%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.23M
|
+$187K
|
+4,144
|
+20%
|
|
|
7
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$1.03M
|
+$146K
|
+3,238
|
+18%
|
|
|
8
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$1.01M
|
+$307K
|
+6,806
|
+48%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$900K
|
+$810K
|
+17,981
|
+2,982%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$547K
|
+$223K
|
+4,955
|
+78%
|
|
|
11
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$294K
|
+$21.2K
|
+471
|
+8%
|
|
|
12
|
Principal Securities
Des Moines,
Iowa
|
$229K
|
+$213K
|
+4,734
|
New
|
|
|
13
|
Private Trust Company
Cleveland,
Ohio
|
$177K
|
+$12.9K
|
+287
|
+9%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$163K
|
-$738K
|
-16,384
|
-83%
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$149K
|
+$139K
|
+3,081
|
New
|
|
|
16
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$24.2K
|
–
|
–
|
–
|
|
|
17
|
Golden State Wealth Management
Santa Ana,
California
|
$21.6K
|
–
|
–
|
–
|
|
|
18
|
|
$14.4K
|
+$13.4K
|
+298
|
New
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
–
|
-$2.78M
|
-64,255
|
Closed
|
|
