|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.7M
|
-$322K
|
-9,010
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$11.1M
|
+$3.92M
|
+109,560
|
+58%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$4.13M
|
-$269K
|
-7,529
|
-6%
|
|
|
4
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$2.46M
|
-$22.9K
|
-639
|
-1%
|
|
|
5
|
Mather Group
Chicago,
Illinois
|
$1.89M
|
-$668K
|
-18,675
|
-27%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.83M
|
+$220K
|
+6,140
|
+14%
|
|
|
7
|
X Advisors
Santa Maria,
California
|
$1.81M
|
–
|
–
|
–
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.7M
|
-$44.5K
|
-1,244
|
-3%
|
|
|
9
|
Prospera Financial Services
Dallas,
Texas
|
$1.47M
|
+$406K
|
+11,351
|
+40%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$725K
|
+$58K
|
+1,621
|
+9%
|
|
|
11
|
Gaddis Premier Wealth Advisors
Durant,
Oklahoma
|
$716K
|
–
|
–
|
–
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$705K
|
-$22.7K
|
-634
|
-3%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$331K
|
-$49.7K
|
-1,388
|
-13%
|
|
|
14
|
J.W. Cole Advisors
Tampa,
Florida
|
$295K
|
+$284K
|
+7,932
|
New
|
|
|
15
|
Lunt Capital Management
Holladay,
Utah
|
$267K
|
–
|
–
|
–
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$239K
|
-$323K
|
-9,031
|
-58%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$227K
|
–
|
–
|
–
|
|
|
18
|
Centric Wealth Management
Chicago,
Illinois
|
$222K
|
–
|
–
|
–
|
|
|
19
|
|
$218K
|
+$210K
|
+5,857
|
New
|
|
|
20
|
Geneos Wealth Management
Englewood,
Colorado
|
$39.6K
|
–
|
–
|
–
|
|
|
21
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$30.9K
|
–
|
–
|
–
|
|
|
22
|
Rockefeller Capital Management
New York
|
$28K
|
–
|
–
|
–
|
|
|
23
|
Bullock Wealth Management
Bloomington,
Indiana
|
$26.2K
|
-$14.6K
|
-407
|
-36%
|
|
|
24
|
Harbour Investments
Madison,
Wisconsin
|
$15K
|
-$11K
|
-308
|
-43%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
–
|
-$82.6K
|
-2,499
|
Closed
|
|
