|
1
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$2.45M
|
-$16.1K
|
-570
|
-0.6%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.29M
|
+$58K
|
+2,059
|
+5%
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$934K
|
+$218K
|
+7,731
|
+30%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$642K
|
+$150K
|
+5,338
|
+30%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$443K
|
-$1.18M
|
-41,839
|
-72%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$434K
|
+$40.8K
|
+1,450
|
+10%
|
|
|
7
|
Sonoma Private Wealth
Sonoma,
California
|
$429K
|
-$90.7K
|
-3,220
|
-17%
|
|
|
8
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$387K
|
–
|
–
|
–
|
|
|
9
|
Ausdal Financial Partners
Davenport,
Iowa
|
$329K
|
+$55.8K
|
+1,980
|
+20%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$250K
|
+$253K
|
+8,987
|
New
|
|
|
11
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$242K
|
+$245K
|
+8,702
|
New
|
|
|
12
|
Brookwood Investment Group
Phoenix,
Arizona
|
$204K
|
+$207K
|
+7,338
|
New
|
|
|
13
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$81K
|
–
|
–
|
–
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
$55.6K
|
+$56.3K
|
+2,000
|
New
|
|
|
15
|
NBC Securities
Birmingham,
Alabama
|
$13K
|
+$14.1K
|
+500
|
New
|
|
|
16
|
SBI Securities
Tokyo,
Japan
|
$1.11K
|
+$929
|
+33
|
+471%
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$541K
|
-19,623
|
Closed
|
|
|
18
|
Creative Financial Designs
Kokomo,
Indiana
|
–
|
-$4.65K
|
-165
|
Closed
|
|
