|
1
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$2.64M
|
+$31.8K
|
+1,112
|
+1%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.63M
|
+$108K
|
+3,777
|
+7%
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$1.03M
|
-$48.6K
|
-1,697
|
-5%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$623K
|
-$15.1K
|
-527
|
-2%
|
|
|
5
|
Ausdal Financial Partners
Davenport,
Iowa
|
$476K
|
+$86.3K
|
+3,015
|
+23%
|
|
|
6
|
Sonoma Private Wealth
Sonoma,
California
|
$410K
|
-$37.5K
|
-1,312
|
-9%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$405K
|
–
|
–
|
–
|
|
|
8
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$354K
|
+$116K
|
+4,064
|
+50%
|
|
|
9
|
Prosperity Wealth Management
San Ramon,
California
|
$310K
|
+$16.9K
|
+592
|
+6%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$245K
|
+$5.75K
|
+201
|
+2%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$222K
|
-$48.6K
|
-1,697
|
-18%
|
|
|
12
|
Brookwood Investment Group
Phoenix,
Arizona
|
$212K
|
+$658
|
+23
|
+0.3%
|
|
|
13
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$212K
|
-$887
|
-31
|
-0.4%
|
|
|
14
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$85K
|
–
|
–
|
–
|
|
|
15
|
|
$66.2K
|
+$65.1K
|
+2,276
|
New
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$58.2K
|
–
|
–
|
–
|
|
|
17
|
Global Retirement Partners
San Rafael,
California
|
$35.4K
|
-$1.03K
|
-36
|
-3%
|
|
|
18
|
NBC Securities
Birmingham,
Alabama
|
$24.7K
|
–
|
–
|
–
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$16.9K
|
+$16.6K
|
+580
|
New
|
|
|
20
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$11.6K
|
+$11.4K
|
+400
|
New
|
|
|
21
|
SBI Securities
Tokyo,
Japan
|
$1.25K
|
-$57
|
-2
|
-4%
|
|
