|
1
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$7.58M
|
+$8.68M
|
+583,292
|
New
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.32M
|
+$697K
|
+46,836
|
+22%
|
|
|
3
|
Financial Management Network
Mission Viejo,
California
|
$1.08M
|
+$593K
|
+39,864
|
+94%
|
|
|
4
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.07M
|
+$175K
|
+11,747
|
+17%
|
|
|
5
|
Avantax Advisory Services
Dallas,
Texas
|
$829K
|
+$89.9K
|
+6,045
|
+10%
|
|
|
6
|
Kestra Advisory Services
Austin,
Texas
|
$769K
|
+$599K
|
+40,291
|
+213%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$604K
|
+$691K
|
+46,480
|
New
|
|
|
8
|
Investment Advisory Services
The Woodlands,
Texas
|
$600K
|
+$687K
|
+46,157
|
New
|
|
|
9
|
Empire Life Investments
Toronto,
Ontario, Canada
|
$464K
|
+$531K
|
+35,700
|
New
|
|
|
10
|
Cetera Advisor Networks
El Segundo,
California
|
$288K
|
+$330K
|
+22,175
|
New
|
|
|
11
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$152K
|
+$74.9K
|
+5,033
|
+76%
|
|
|
12
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$145K
|
+$327
|
+22
|
+0.2%
|
|
|
13
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$138K
|
–
|
–
|
–
|
|
|
14
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$136K
|
+$156K
|
+10,470
|
New
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$120K
|
+$4.98K
|
+335
|
+4%
|
|
|
16
|
IFP Advisors
Tampa,
Florida
|
$67K
|
–
|
–
|
–
|
|
|
17
|
Financial Perspectives
Minneapolis,
Minnesota
|
$36.2K
|
-$83.8K
|
-5,630
|
-67%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20K
|
+$8.55K
|
+575
|
+58%
|
|
|
19
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$15K
|
–
|
–
|
–
|
|
|
20
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$4K
|
+$5.06K
|
+340
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$1K
|
-$71.6K
|
-4,814
|
-98%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
–
|
-$256K
|
-14,256
|
Closed
|
|
|
23
|
HighMark Wealth Management
St. Paul,
Minnesota
|
–
|
-$13K
|
-750
|
Closed
|
|
|
24
|
Koshinski Asset Management
Decatur,
Illinois
|
–
|
-$10.8K
|
-600
|
Closed
|
|
