|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$215M
|
+$2.2M
|
+70,103
|
+1%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.2M
|
-$244K
|
-7,775
|
-2%
|
|
|
3
|
MML Investors Services
Springfield,
Massachusetts
|
$9.36M
|
-$730K
|
-23,255
|
-8%
|
|
|
4
|
MGO One Seven
Beachwood,
Ohio
|
$5.3M
|
+$5.09M
|
+162,291
|
New
|
|
|
5
|
Stegent Equity Advisors
Houston,
Texas
|
$2.99M
|
+$2.87M
|
+91,484
|
New
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.67M
|
+$17.4K
|
+555
|
+0.7%
|
|
|
7
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.59M
|
+$324K
|
+10,320
|
+15%
|
|
|
8
|
Towerpoint Wealth
Sacramento,
California
|
$1.95M
|
+$420K
|
+13,398
|
+29%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.49M
|
+$1.4M
|
+44,628
|
+4,035%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$773K
|
+$485K
|
+15,465
|
+188%
|
|
|
11
|
Kingswood Wealth Advisors
San Diego,
California
|
$614K
|
-$14.9K
|
-475
|
-2%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$580K
|
+$171K
|
+5,461
|
+44%
|
|
|
13
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$374K
|
+$234K
|
+7,457
|
+187%
|
|
|
14
|
Pine Valley Investments
Marlton,
New Jersey
|
$342K
|
+$328K
|
+10,467
|
New
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$337K
|
-$188K
|
-5,993
|
-37%
|
|
|
16
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$304K
|
–
|
–
|
–
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$199K
|
-$761K
|
-24,243
|
-80%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$29.3K
|
+$28.2K
|
+899
|
New
|
|
|
19
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
–
|
-$1.51M
|
-50,004
|
Closed
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$15.6K
|
-518
|
Closed
|
|
