|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.74M
|
+$1.58M
|
+89,194
|
+75%
|
|
|
2
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.26M
|
+$795K
|
+44,958
|
+177%
|
|
|
3
|
Avantax Advisory Services
Dallas,
Texas
|
$1.03M
|
+$87K
|
+4,919
|
+9%
|
|
|
4
|
Financial Management Network
Mission Viejo,
California
|
$784K
|
+$476K
|
+26,930
|
+174%
|
|
|
5
|
Kestra Advisory Services
Austin,
Texas
|
$339K
|
+$6.74K
|
+381
|
+2%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$256K
|
+$252K
|
+14,256
|
New
|
|
|
7
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$200K
|
-$2.51M
|
-141,868
|
-93%
|
|
|
8
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$190K
|
-$51.3K
|
-2,900
|
-21%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$160K
|
+$71.2K
|
+4,025
|
+82%
|
|
|
10
|
Financial Perspectives
Minneapolis,
Minnesota
|
$151K
|
+$116K
|
+6,530
|
+347%
|
|
|
11
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$119K
|
+$93.9K
|
+5,308
|
+394%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$88K
|
+$86.6K
|
+4,895
|
New
|
|
|
13
|
IFP Advisors
Tampa,
Florida
|
$67K
|
+$56.9K
|
+3,214
|
New
|
|
|
14
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$20K
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18K
|
+$17.7K
|
+1,000
|
New
|
|
|
16
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$13K
|
–
|
–
|
–
|
|
|
17
|
Koshinski Asset Management
Decatur,
Illinois
|
$10.8K
|
–
|
–
|
–
|
|
|
18
|
Davenport & Co
Richmond,
Virginia
|
–
|
-$204K
|
-9,860
|
Closed
|
|
|
19
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
–
|
-$16K
|
-794
|
Closed
|
|
