|
1
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$2.56M
|
+$50.6K
|
+1,865
|
+2%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.49M
|
+$160K
|
+5,886
|
+13%
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$1.05M
|
+$93.3K
|
+3,441
|
+10%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$625K
|
-$30.7K
|
-1,131
|
-5%
|
|
|
5
|
Sonoma Private Wealth
Sonoma,
California
|
$439K
|
+$244
|
+9
|
+0.1%
|
|
|
6
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$396K
|
–
|
–
|
–
|
|
|
7
|
Ausdal Financial Partners
Davenport,
Iowa
|
$380K
|
+$40.8K
|
+1,505
|
+13%
|
|
|
8
|
Prosperity Wealth Management
San Ramon,
California
|
$287K
|
+$273K
|
+10,070
|
New
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$266K
|
+$9.35K
|
+345
|
+4%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$234K
|
-$209K
|
-7,708
|
-48%
|
|
|
11
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$231K
|
-$15.9K
|
-587
|
-7%
|
|
|
12
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$208K
|
+$198K
|
+7,302
|
New
|
|
|
13
|
Brookwood Investment Group
Phoenix,
Arizona
|
$207K
|
-$1.98K
|
-73
|
-1%
|
|
|
14
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$83K
|
–
|
–
|
–
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$56.9K
|
–
|
–
|
–
|
|
|
16
|
Global Retirement Partners
San Rafael,
California
|
$35.7K
|
+$34K
|
+1,253
|
New
|
|
|
17
|
NBC Securities
Birmingham,
Alabama
|
$24K
|
+$9.49K
|
+350
|
+70%
|
|
|
18
|
SBI Securities
Tokyo,
Japan
|
$1.28K
|
+$136
|
+5
|
+13%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$434K
|
-15,610
|
Closed
|
|
