|
1
|
Evernest Financial Advisors
Carmel,
Indiana
|
$7.15M
|
+$6.84M
|
+260,415
|
New
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.37M
|
+$150K
|
+5,722
|
+3%
|
|
|
3
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$5.3M
|
+$316K
|
+12,044
|
+7%
|
|
|
4
|
SK Wealth Management
Providence,
Rhode Island
|
$2.25M
|
+$2.19M
|
+83,521
|
New
|
|
|
5
|
Dentgroup
Baton Rouge,
Louisiana
|
$1.23M
|
+$250K
|
+9,532
|
+27%
|
|
|
6
|
|
$1.22M
|
+$268K
|
+10,198
|
+30%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$632K
|
-$592K
|
-22,523
|
-49%
|
|
|
8
|
Harbour Investments
Madison,
Wisconsin
|
$593K
|
+$568K
|
+21,616
|
New
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$441K
|
+$25.5K
|
+971
|
+6%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$431K
|
-$355K
|
-13,510
|
-46%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$348K
|
+$27.1K
|
+1,031
|
+9%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$337K
|
-$230K
|
-8,773
|
-42%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$292K
|
+$6.36K
|
+242
|
+2%
|
|
|
14
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$272K
|
+$23.1K
|
+878
|
+10%
|
|
|
15
|
Comerica Bank
Dallas,
Texas
|
$212K
|
+$145K
|
+5,511
|
+251%
|
|
|
16
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$137K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24K
|
-$589K
|
-22,421
|
-96%
|
|
|
18
|
|
$23.5K
|
+$22.4K
|
+854
|
+85,400%
|
|
|
19
|
Principal Securities
Des Moines,
Iowa
|
$20.8K
|
+$19.9K
|
+757
|
New
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$13.4K
|
+$12.8K
|
+488
|
New
|
|
|
21
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$2K
|
+$105
|
+4
|
+8%
|
|
|
22
|
Abound Wealth Management
Franklin,
Tennessee
|
$249
|
+$236
|
+9
|
New
|
|
|
23
|
Sunbelt Securities
Houston,
Texas
|
$14
|
–
|
–
|
–
|
|
|
24
|
|
–
|
-$495K
|
-19,626
|
Closed
|
|
|
25
|
Venturi Wealth Management
Austin,
Texas
|
–
|
-$1.11K
|
-44
|
Closed
|
|
