|
1
|
UBS Group
Zurich,
Switzerland
|
$3.78M
|
+$2.45M
|
+86,835
|
+213%
|
|
|
2
|
Beam Wealth Advisors
Covington,
Louisiana
|
$3.57M
|
-$560K
|
-19,849
|
-14%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.26M
|
+$3.1M
|
+109,806
|
New
|
|
|
4
|
J.W. Cole Advisors
Tampa,
Florida
|
$863K
|
-$1.01M
|
-35,812
|
-55%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$738K
|
+$59.4K
|
+2,104
|
+9%
|
|
|
6
|
|
$558K
|
+$531K
|
+18,814
|
New
|
|
|
7
|
Summit X LLC
Chesterfield,
Missouri
|
$418K
|
-$4.52K
|
-160
|
-1%
|
|
|
8
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$371K
|
+$352K
|
+12,487
|
New
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$346K
|
+$329K
|
+11,655
|
New
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$346K
|
+$329K
|
+11,655
|
New
|
|
|
11
|
Elevation Capital Advisory
Bend,
Oregon
|
$265K
|
+$252K
|
+8,925
|
New
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$221K
|
+$210K
|
+7,432
|
New
|
|
|
13
|
Principal Securities
Des Moines,
Iowa
|
$59.3K
|
–
|
–
|
–
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$58.5K
|
+$54.4K
|
+1,926
|
+3,852%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$33.7K
|
+$31.6K
|
+1,120
|
New
|
|
|
16
|
Sunbelt Securities
Houston,
Texas
|
$27.7K
|
–
|
–
|
–
|
|
|
17
|
GHP Investment Advisors
Denver,
Colorado
|
$14K
|
–
|
–
|
–
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
$7.72K
|
+$536
|
+19
|
+8%
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$5.28K
|
–
|
–
|
–
|
|
|
20
|
Lindbrook Capital
Calabasas,
California
|
$3.38K
|
+$226
|
+8
|
+8%
|
|
|
21
|
|
$45
|
–
|
–
|
–
|
|
|
22
|
Rockefeller Capital Management
New York
|
–
|
-$282K
|
-10,056
|
Closed
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
–
|
-$249K
|
-8,872
|
Closed
|
|
|
24
|
GeoWealth Management
Chicago,
Illinois
|
–
|
-$227K
|
-8,077
|
Closed
|
|
|
25
|
SignatureFD
Atlanta,
Georgia
|
–
|
-$2.81K
|
-100
|
Closed
|
|
