|
1
|
Goldenstone Wealth Management
El Dorado Hills,
California
|
$14.2M
|
-$244K
|
-12,740
|
-2%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.24M
|
-$4.14M
|
-215,915
|
-39%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.14M
|
-$5.79K
|
-302
|
-0.5%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$1.14M
|
-$5.79K
|
-302
|
-0.5%
|
|
|
5
|
Southland Equity Partners
Wildwood,
Missouri
|
$1.11M
|
-$33.3K
|
-1,738
|
-3%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.09M
|
-$268
|
-14
|
-0%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$462K
|
+$473K
|
+24,682
|
New
|
|
|
8
|
Brookstone Capital Management
Wheaton,
Illinois
|
$416K
|
+$37.4K
|
+1,950
|
+10%
|
|
|
9
|
IFP Advisors
Tampa,
Florida
|
$287K
|
–
|
–
|
–
|
|
|
10
|
Independent Financial Group
San Diego,
California
|
$285K
|
–
|
–
|
–
|
|
|
11
|
Occidental Asset Management
Burlingame,
California
|
$271K
|
+$277K
|
+14,450
|
New
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$243K
|
+$249K
|
+13,001
|
New
|
|
|
13
|
Merit Financial Group
Alpharetta,
Georgia
|
$192K
|
–
|
–
|
–
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$152K
|
+$155K
|
+8,100
|
New
|
|
|
15
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$86.1K
|
–
|
–
|
–
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$59.6K
|
–
|
–
|
–
|
|
|
17
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$47.3K
|
–
|
–
|
–
|
|
|
18
|
Archer Investment Corporation
Carmel,
Indiana
|
$29.5K
|
–
|
–
|
–
|
|
|
19
|
Harbour Investments
Madison,
Wisconsin
|
$12K
|
-$136K
|
-7,100
|
-92%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$7.96K
|
+$3.64K
|
+190
|
+81%
|
|
|
21
|
|
–
|
-$291K
|
-15,174
|
Closed
|
|
|
22
|
Hiley Hunt Wealth Management
Omaha,
Nebraska
|
–
|
-$244K
|
-12,730
|
Closed
|
|
|
23
|
Elmwood Wealth Management
Berkeley,
California
|
–
|
-$202K
|
-10,532
|
Closed
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$20K
|
-1,025
|
Closed
|
|
