|
1
|
WFA of San Diego
San Diego,
California
|
$1.36M
|
-$7.56K
|
-325
|
-0.6%
|
|
|
2
|
Pine Valley Investments
Marlton,
New Jersey
|
$1.25M
|
+$6.67K
|
+287
|
+0.5%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.15M
|
+$69.9K
|
+3,008
|
+7%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.06M
|
-$346K
|
-14,886
|
-25%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$1.05M
|
+$1.05M
|
+45,252
|
New
|
|
|
6
|
Prosperity Financial Group
San Ramon,
California
|
$968K
|
+$967K
|
+41,604
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$868K
|
+$868K
|
+37,337
|
New
|
|
|
8
|
|
$654K
|
+$654K
|
+28,126
|
New
|
|
|
9
|
Davenport & Co
Richmond,
Virginia
|
$648K
|
+$33.9K
|
+1,459
|
+6%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$591K
|
+$15.6K
|
+670
|
+3%
|
|
|
11
|
Hilltop Holdings
Dallas,
Texas
|
$314K
|
–
|
–
|
–
|
|
|
12
|
&Partners
Nashville,
Tennessee
|
$311K
|
+$42.3K
|
+1,818
|
+16%
|
|
|
13
|
Steward Partners Investment Advisory
New York
|
$252K
|
–
|
–
|
–
|
|
|
14
|
Kestra Private Wealth Services
Austin,
Texas
|
$252K
|
+$251K
|
+10,814
|
New
|
|
|
15
|
Creative Financial Designs
Kokomo,
Indiana
|
$46.5K
|
–
|
–
|
–
|
|
|
16
|
Advisory Services Network
Atlanta,
Georgia
|
$14K
|
+$14K
|
+600
|
New
|
|
|
17
|
|
$8.56K
|
+$8.56K
|
+368
|
New
|
|
|
18
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$8K
|
–
|
–
|
–
|
|
|
19
|
Allworth Financial
Folsom,
California
|
$4.65K
|
–
|
–
|
–
|
|
|
20
|
|
$25
|
+$23
|
+1
|
New
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$2
|
–
|
–
|
–
|
|
|
22
|
BOLTON SECURITIES CORPORATION
Bolton,
Massachusetts
|
–
|
-$46.4K
|
-2,000
|
Closed
|
|
