|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.24M
|
+$122K
|
+4,893
|
+11%
|
|
|
2
|
RFG Advisory
Birmingham,
Alabama
|
$1.07M
|
+$4.67K
|
+188
|
+0.4%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.02M
|
+$833K
|
+33,532
|
+505%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$803K
|
+$784K
|
+31,545
|
New
|
|
|
5
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$636K
|
-$6.73K
|
-271
|
-1%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$467K
|
+$223K
|
+8,988
|
+96%
|
|
|
7
|
Atria Wealth Solutions
New York
|
$459K
|
-$100K
|
-4,005
|
-18%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$385K
|
+$376K
|
+15,125
|
New
|
|
|
9
|
Lakeside Advisors
Seattle,
Washington
|
$380K
|
–
|
–
|
–
|
|
|
10
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$296K
|
-$104K
|
-4,181
|
-26%
|
|
|
11
|
Sterling Financial Planning
Sparta,
New Jersey
|
$263K
|
–
|
–
|
–
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$128K
|
+$72.7K
|
+2,924
|
+141%
|
|
|
13
|
Harbour Investments
Madison,
Wisconsin
|
$75.8K
|
–
|
–
|
–
|
|
|
14
|
Creative Financial Designs
Kokomo,
Indiana
|
$5.58K
|
–
|
–
|
–
|
|
|
15
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$32.7K
|
-1,342
|
Closed
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
–
|
-$15K
|
-615
|
Closed
|
|
