|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.71M
|
+$194K
|
+7,667
|
+4%
|
|
|
2
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$4.56M
|
+$4.59M
|
+180,992
|
New
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$1.15M
|
-$2.61M
|
-102,840
|
-69%
|
|
|
4
|
Dentgroup
Baton Rouge,
Louisiana
|
$894K
|
+$899K
|
+35,466
|
New
|
|
|
5
|
|
$863K
|
+$868K
|
+34,229
|
New
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$736K
|
+$740K
|
+29,202
|
New
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$588K
|
+$591K
|
+23,299
|
New
|
|
|
8
|
|
$495K
|
+$498K
|
+19,626
|
New
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$381K
|
+$374K
|
+14,752
|
+4,144%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$294K
|
+$18.1K
|
+715
|
+7%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$265K
|
+$76
|
+3
|
+0%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$244K
|
+$327K
|
+12,905
|
+158%
|
|
|
13
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$228K
|
+$8.32K
|
+328
|
+4%
|
|
|
14
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$174K
|
-$2.03K
|
-80
|
-1%
|
|
|
15
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$125K
|
–
|
–
|
–
|
|
|
16
|
Comerica Bank
Dallas,
Texas
|
$55.5K
|
–
|
–
|
–
|
|
|
17
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$2K
|
-$1.01K
|
-40
|
-44%
|
|
|
18
|
Venturi Wealth Management
Austin,
Texas
|
$1.11K
|
+$1.11K
|
+44
|
New
|
|
|
19
|
|
$40
|
–
|
–
|
–
|
|
|
20
|
Sunbelt Securities
Houston,
Texas
|
$13
|
–
|
–
|
–
|
|
|
21
|
Lincoln National Corp
Radnor,
Pennsylvania
|
–
|
-$442K
|
-16,860
|
Closed
|
|
