|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.8M
|
+$9.08M
|
+326,743
|
+140%
|
|
|
2
|
Atria Wealth Solutions
New York
|
$4.57M
|
+$4.51M
|
+162,223
|
New
|
|
|
3
|
&Partners
Nashville,
Tennessee
|
$2.9M
|
+$2.86M
|
+102,862
|
New
|
|
|
4
|
Kestra Private Wealth Services
Austin,
Texas
|
$905K
|
-$33.5K
|
-1,207
|
-4%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$504K
|
-$2.78K
|
-100
|
-0.6%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$497K
|
+$490K
|
+17,633
|
New
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$491K
|
-$2.83K
|
-102
|
-0.6%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$394K
|
-$210K
|
-7,570
|
-35%
|
|
|
9
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$379K
|
+$374K
|
+13,445
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$362K
|
-$10.6K
|
-383
|
-3%
|
|
|
11
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$272K
|
+$268K
|
+9,661
|
New
|
|
|
12
|
Advisory Services Network
Atlanta,
Georgia
|
$37.6K
|
+$37.1K
|
+1,335
|
New
|
|
|
13
|
|
$15.8K
|
-$12.6K
|
-455
|
-45%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.4K
|
+$8.34K
|
+300
|
+160%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13K
|
-$343K
|
-12,336
|
-96%
|
|
|
16
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$5.49K
|
+$5.42K
|
+195
|
New
|
|
|
17
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$3.04K
|
+$3K
|
+108
|
New
|
|
|
18
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$704
|
–
|
–
|
–
|
|
|
19
|
Belpointe Asset Management
Reno,
Nevada
|
$366
|
+$361
|
+13
|
New
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$204K
|
-8,097
|
Closed
|
|
|
21
|
Spire Wealth Management
Mclean,
Virginia
|
–
|
-$108K
|
-4,260
|
Closed
|
|
