|
1
|
Macro Advisors
York,
Pennsylvania
|
$8.29M
|
-$810K
|
-38,116
|
-9%
|
|
|
2
|
Precedent Wealth Partners
Houston,
Texas
|
$6.92M
|
-$259K
|
-12,199
|
-4%
|
|
|
3
|
Western Wealth Management
Golden,
Colorado
|
$1.96M
|
-$170K
|
-8,026
|
-8%
|
|
|
4
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.72M
|
+$382K
|
+17,979
|
+29%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$940K
|
+$932K
|
+43,896
|
New
|
|
|
6
|
Claro Advisors
Boston,
Massachusetts
|
$934K
|
+$235K
|
+11,087
|
+34%
|
|
|
7
|
Encompass More Asset Management
Danville,
California
|
$835K
|
+$138K
|
+6,513
|
+20%
|
|
|
8
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$699K
|
-$234K
|
-11,041
|
-25%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$680K
|
+$265K
|
+12,455
|
+65%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$653K
|
-$325K
|
-15,281
|
-33%
|
|
|
11
|
Independent Financial Group
San Diego,
California
|
$566K
|
+$562K
|
+26,455
|
New
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$533K
|
+$17K
|
+800
|
+3%
|
|
|
13
|
Endeavor Private Wealth
Topeka,
Kansas
|
$355K
|
+$353K
|
+16,600
|
New
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$304K
|
-$15.4K
|
-724
|
-5%
|
|
|
15
|
NewEdge Advisors
New Orleans,
Louisiana
|
$283K
|
+$765
|
+36
|
+0.3%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$267K
|
-$896K
|
-42,206
|
-77%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$215K
|
-$11.9K
|
-558
|
-5%
|
|
|
18
|
IFG Advisory
Atlanta,
Georgia
|
$158K
|
+$19.9K
|
+935
|
+14%
|
|
|
19
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$93.8K
|
+$93K
|
+4,381
|
New
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$83.9K
|
+$83.2K
|
+3,917
|
New
|
|
|
21
|
Harbour Investments
Madison,
Wisconsin
|
$9.21K
|
–
|
–
|
–
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$7.96K
|
+$3.42K
|
+161
|
+76%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$257K
|
-12,322
|
Closed
|
|
