|
1
|
Kestra Private Wealth Services
Austin,
Texas
|
$7.52M
|
+$115K
|
+15,002
|
+2%
|
|
|
2
|
Encompass More Asset Management
Danville,
California
|
$3.96M
|
-$50.6K
|
-6,597
|
-1%
|
|
|
3
|
Rockport Wealth
Fairview Park,
Ohio
|
$2.29M
|
+$50.9K
|
+6,632
|
+2%
|
|
|
4
|
Partners Wealth Management
Carmel By The Sea,
California
|
$2.27M
|
-$16.6K
|
-2,164
|
-0.7%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.79M
|
-$60.7K
|
-7,915
|
-3%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$452K
|
-$98.7K
|
-12,863
|
-18%
|
|
|
7
|
M Holdings Securities
Portland,
Oregon
|
$387K
|
+$378K
|
+49,269
|
New
|
|
|
8
|
NewEdge Advisors
New Orleans,
Louisiana
|
$292K
|
+$102K
|
+13,305
|
+56%
|
|
|
9
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$149K
|
+$4.17K
|
+543
|
+3%
|
|
|
10
|
Centaurus Financial
Anaheim,
California
|
$145K
|
-$51.7K
|
-6,737
|
-27%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$140K
|
+$2.47K
|
+322
|
+2%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$118K
|
+$67.5K
|
+8,802
|
+142%
|
|
|
13
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$103K
|
+$101K
|
+13,122
|
New
|
|
|
14
|
Atria Investments
Charlotte,
North Carolina
|
$100K
|
–
|
–
|
–
|
|
|
15
|
WealthPLAN Partners
Omaha,
Nebraska
|
$84.9K
|
-$40.3K
|
-5,251
|
-33%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$1.97K
|
+$1.92K
|
+250
|
New
|
|
|
17
|
|
$10
|
-$8
|
-1
|
-50%
|
|
|
18
|
Integrity Alliance
Urbandale,
Iowa
|
–
|
-$734K
|
-99,083
|
Closed
|
|
|
19
|
|
–
|
-$428K
|
-57,753
|
Closed
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$122K
|
-16,532
|
Closed
|
|
|
21
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$79.6K
|
-10,750
|
Closed
|
|
