|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.2M
|
+$2.75M
|
+108,584
|
+19%
|
|
|
2
|
Sunbelt Securities
Houston,
Texas
|
$2.04M
|
+$51.3K
|
+2,024
|
+3%
|
|
|
3
|
|
$1.57M
|
+$1.55M
|
+61,168
|
New
|
|
|
4
|
Merkkuri Wealth Advisors
Hicksville,
New York
|
$1.37M
|
+$1.36M
|
+53,460
|
New
|
|
|
5
|
Dentgroup
Baton Rouge,
Louisiana
|
$1.35M
|
+$1.34M
|
+52,772
|
New
|
|
|
6
|
|
$1.34M
|
+$1.33M
|
+52,332
|
New
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$1.3M
|
-$492K
|
-19,414
|
-28%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$1.02M
|
+$737K
|
+29,052
|
+265%
|
|
|
9
|
Forthright Family Wealth Advisory
Houston,
Texas
|
$548K
|
+$82.5K
|
+3,252
|
+18%
|
|
|
10
|
New Insight Wealth Advisors
San Ramon,
California
|
$391K
|
+$387K
|
+15,260
|
New
|
|
|
11
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$349K
|
+$346K
|
+13,653
|
New
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$330K
|
-$251K
|
-9,900
|
-43%
|
|
|
13
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$261K
|
-$47K
|
-1,853
|
-15%
|
|
|
14
|
Farther Finance Advisors
San Francisco,
California
|
$257K
|
+$211K
|
+8,327
|
+491%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$237K
|
+$235K
|
+9,278
|
New
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$237K
|
+$235K
|
+9,278
|
New
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$79.9K
|
-$2.69M
|
-105,894
|
-97%
|
|
|
18
|
Harbour Investments
Madison,
Wisconsin
|
$75.3K
|
+$13.5K
|
+532
|
+22%
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$11.3K
|
+$11.2K
|
+440
|
New
|
|
|
20
|
Clarity Asset Management
Ames,
Iowa
|
$7.7K
|
-$51
|
-2
|
-0.7%
|
|
|
21
|
Spire Wealth Management
Mclean,
Virginia
|
$6.12K
|
+$2K
|
+79
|
+49%
|
|
|
22
|
Live Oak Investment Partners
Austin,
Texas
|
$4.5K
|
–
|
–
|
–
|
|
|
23
|
|
$35
|
–
|
–
|
–
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$7
|
–
|
–
|
–
|
|
|
25
|
Csenge Advisory Group
Clearwater,
Florida
|
–
|
-$668K
|
-26,919
|
Closed
|
|
