|
1
|
Client First Investment Management
West Bend,
Wisconsin
|
$3.19M
|
+$3.07M
|
+62,004
|
New
|
|
|
2
|
Truist Financial
Charlotte,
North Carolina
|
$2.79M
|
+$316K
|
+6,391
|
+13%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.42M
|
+$266K
|
+5,364
|
+24%
|
|
|
4
|
|
$843K
|
-$896K
|
-18,096
|
-52%
|
|
|
5
|
Realta Investment Advisors
Wilmington,
Delaware
|
$841K
|
+$572K
|
+11,550
|
+241%
|
|
|
6
|
IFP Advisors
Tampa,
Florida
|
$796K
|
-$1.19K
|
-24
|
-0.2%
|
|
|
7
|
Kestra Advisory Services
Austin,
Texas
|
$632K
|
-$46.1K
|
-932
|
-7%
|
|
|
8
|
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
$617K
|
–
|
–
|
–
|
|
|
9
|
Grantvest Financial Group
Matawan,
New Jersey
|
$576K
|
+$146K
|
+2,955
|
+36%
|
|
|
10
|
Centaurus Financial
Anaheim,
California
|
$552K
|
+$532K
|
+10,742
|
New
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$448K
|
+$4.16K
|
+84
|
+1%
|
|
|
12
|
Brookstone Capital Management
Wheaton,
Illinois
|
$297K
|
+$286K
|
+5,782
|
New
|
|
|
13
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$272K
|
+$1.34K
|
+27
|
+0.5%
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
$245K
|
+$236K
|
+4,772
|
New
|
|
|
15
|
LPL Financial
San Diego,
California
|
$207K
|
+$199K
|
+4,023
|
New
|
|
|
16
|
Huntington National Bank
Columbus,
Ohio
|
$107K
|
–
|
–
|
–
|
|
|
17
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$29.8K
|
+$28.7K
|
+580
|
New
|
|
|
18
|
NBC Securities
Birmingham,
Alabama
|
$10.3K
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$360
|
+$346
|
+7
|
New
|
|
|
20
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$74.4K
|
-1,789
|
Closed
|
|
