|
1
|
Kestra Private Wealth Services
Austin,
Texas
|
$4.73M
|
+$1.28M
|
+163,329
|
+39%
|
|
|
2
|
Rockport Wealth
Fairview Park,
Ohio
|
$2.74M
|
+$2.65M
|
+339,649
|
New
|
|
|
3
|
Encompass More Asset Management
Danville,
California
|
$2.73M
|
+$1.03M
|
+132,029
|
+64%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.71M
|
-$157K
|
-20,107
|
-9%
|
|
|
5
|
Atria Investments
Charlotte,
North Carolina
|
$1.53M
|
-$24.3K
|
-3,117
|
-2%
|
|
|
6
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$1.38M
|
-$96.4K
|
-12,344
|
-7%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.27M
|
+$1.23M
|
+156,987
|
New
|
|
|
8
|
Cetera Advisors
Denver,
Colorado
|
$958K
|
-$20K
|
-2,564
|
-2%
|
|
|
9
|
|
$575K
|
+$291K
|
+37,289
|
+110%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$519K
|
-$447K
|
-57,183
|
-47%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$341K
|
+$21K
|
+2,693
|
+7%
|
|
|
12
|
Centaurus Financial
Anaheim,
California
|
$323K
|
+$562
|
+72
|
+0.2%
|
|
|
13
|
Cetera Advisor Networks
El Segundo,
California
|
$297K
|
-$418K
|
-53,492
|
-59%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$190K
|
-$4.94K
|
-633
|
-3%
|
|
|
15
|
WealthPLAN Partners
Omaha,
Nebraska
|
$154K
|
-$6.07M
|
-776,959
|
-98%
|
|
|
16
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$114K
|
-$1.78K
|
-228
|
-2%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$16.4K
|
+$15.9K
|
+2,037
|
New
|
|
|
18
|
WealthPlan Investment Management
Omaha,
Nebraska
|
–
|
-$10.6M
|
-1,388,038
|
Closed
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$204K
|
-26,533
|
Closed
|
|
|
20
|
Columbia Advisory Partners
Spokane,
Washington
|
–
|
-$187K
|
-24,539
|
Closed
|
|
|
21
|
|
–
|
-$8.13K
|
-1,067
|
Closed
|
|
