|
1
|
Kestra Private Wealth Services
Austin,
Texas
|
$5.81M
|
+$1.21M
|
+152,346
|
+26%
|
|
|
2
|
Encompass More Asset Management
Danville,
California
|
$2.91M
|
+$253K
|
+31,769
|
+9%
|
|
|
3
|
Rockport Wealth
Fairview Park,
Ohio
|
$2.69M
|
+$24.2K
|
+3,035
|
+0.9%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.6M
|
-$66.3K
|
-8,333
|
-4%
|
|
|
5
|
|
$1.28M
|
+$729K
|
+91,642
|
+129%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$963K
|
-$275K
|
-34,522
|
-22%
|
|
|
7
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$415K
|
+$410K
|
+51,574
|
New
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$405K
|
+$73.1K
|
+9,183
|
+22%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$219K
|
-$290K
|
-36,478
|
-57%
|
|
|
10
|
Centaurus Financial
Anaheim,
California
|
$212K
|
-$104K
|
-13,059
|
-33%
|
|
|
11
|
Old Mission Capital
Chicago,
Illinois
|
$171K
|
+$173K
|
+21,745
|
New
|
|
|
12
|
WealthPLAN Partners
Omaha,
Nebraska
|
$152K
|
+$2.39K
|
+300
|
+2%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$131K
|
-$55.5K
|
-6,969
|
-30%
|
|
|
14
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$113K
|
+$1.79K
|
+225
|
+2%
|
|
|
15
|
Atria Investments
Charlotte,
North Carolina
|
$94.5K
|
-$1.41M
|
-177,721
|
-94%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$66.2K
|
+$50.8K
|
+6,386
|
+314%
|
|
|
17
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
–
|
-$1.38M
|
-171,175
|
Closed
|
|
