|
1
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.77M
|
+$703K
|
+30,204
|
+66%
|
|
|
2
|
WFA of San Diego
San Diego,
California
|
$1.3M
|
-$60.3K
|
-2,589
|
-4%
|
|
|
3
|
Pine Valley Investments
Marlton,
New Jersey
|
$1.23M
|
-$27.1K
|
-1,162
|
-2%
|
|
|
4
|
Steward Partners Investment Advisory
New York
|
$1.15M
|
+$902K
|
+38,738
|
+357%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.1M
|
+$235K
|
+10,071
|
+27%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$1.05M
|
+$605
|
+26
|
+0.1%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$875K
|
+$283K
|
+12,168
|
+48%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$709K
|
-$437K
|
-18,777
|
-38%
|
|
|
9
|
|
$673K
|
+$18.6K
|
+797
|
+3%
|
|
|
10
|
Davenport & Co
Richmond,
Virginia
|
$653K
|
+$4.63K
|
+199
|
+0.7%
|
|
|
11
|
Kestra Private Wealth Services
Austin,
Texas
|
$590K
|
+$338K
|
+14,512
|
+134%
|
|
|
12
|
|
$562K
|
+$562K
|
+24,156
|
New
|
|
|
13
|
Hilltop Holdings
Dallas,
Texas
|
$314K
|
–
|
–
|
–
|
|
|
14
|
&Partners
Nashville,
Tennessee
|
$311K
|
+$70
|
+3
|
+0%
|
|
|
15
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$103K
|
+$95K
|
+4,078
|
+1,203%
|
|
|
16
|
Creative Financial Designs
Kokomo,
Indiana
|
$58.2K
|
+$11.6K
|
+500
|
+25%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$19.7K
|
+$19.7K
|
+845
|
New
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$14K
|
+$14K
|
+600
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$5.05K
|
+$5.05K
|
+217
|
New
|
|
|
20
|
Allworth Financial
Folsom,
California
|
$4.66K
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$14
|
+$23
|
+1
|
New
|
|
|
22
|
Prosperity Financial Group
San Ramon,
California
|
–
|
-$968K
|
-41,604
|
Closed
|
|
|
23
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$14K
|
-600
|
Closed
|
|
|
24
|
|
–
|
-$8.56K
|
-368
|
Closed
|
|
|
25
|
|
–
|
-$25
|
-1
|
Closed
|
|
