|
1
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$20.7M
|
+$19.4M
|
+571,640
|
New
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.54M
|
+$7.18M
|
+212,110
|
+887%
|
|
|
3
|
Avidian Wealth Enterprises
Houston,
Texas
|
$5.69M
|
+$5.32M
|
+157,114
|
New
|
|
|
4
|
Kestra Advisory Services
Austin,
Texas
|
$3.78M
|
+$568K
|
+16,787
|
+19%
|
|
|
5
|
MML Investors Services
Springfield,
Massachusetts
|
$3.67M
|
+$730K
|
+21,557
|
+27%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.49M
|
+$612K
|
+18,066
|
+23%
|
|
|
7
|
Atria Wealth Solutions
New York
|
$1.17M
|
+$1.1M
|
+32,419
|
New
|
|
|
8
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$742K
|
+$694K
|
+20,501
|
New
|
|
|
9
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$589K
|
+$220K
|
+6,510
|
+66%
|
|
|
10
|
GTS Securities
Miami,
Florida
|
$498K
|
+$466K
|
+13,766
|
New
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$491K
|
+$15.1K
|
+445
|
+3%
|
|
|
12
|
Kestra Private Wealth Services
Austin,
Texas
|
$287K
|
-$10.8K
|
-319
|
-4%
|
|
|
13
|
Bay Colony Advisors
Concord,
Massachusetts
|
$283K
|
+$265K
|
+7,824
|
New
|
|
|
14
|
J.W. Cole Advisors
Tampa,
Florida
|
$226K
|
+$211K
|
+6,239
|
New
|
|
|
15
|
Advisory Services Network
Atlanta,
Georgia
|
$117K
|
+$109K
|
+3,232
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$21.9K
|
+$20.5K
|
+605
|
New
|
|
|
17
|
Principal Securities
Des Moines,
Iowa
|
$18.1K
|
+$16.9K
|
+500
|
New
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.93K
|
–
|
–
|
–
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$4.71K
|
–
|
–
|
–
|
|
|
20
|
|
$4.36K
|
+$34
|
+1
|
+0.8%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
–
|
-$399K
|
-12,311
|
Closed
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$32
|
-1
|
Closed
|
|
