|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.9M
|
+$2.38M
|
+111,922
|
+40%
|
|
|
2
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$2.51M
|
+$571K
|
+26,900
|
+28%
|
|
|
3
|
|
$1.96M
|
+$1.44M
|
+67,981
|
+230%
|
|
|
4
|
IFP Advisors
Tampa,
Florida
|
$1.81M
|
+$338K
|
+15,933
|
+22%
|
|
|
5
|
FWG Holdings
Winter Park,
Florida
|
$1.14M
|
+$1.2M
|
+56,689
|
New
|
|
|
6
|
Synovus Financial
Columbus,
Georgia
|
$1.09M
|
+$439K
|
+20,693
|
+62%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$553K
|
-$13.6K
|
-640
|
-2%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$477K
|
+$119K
|
+5,588
|
+31%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$454K
|
+$97.7K
|
+4,601
|
+26%
|
|
|
10
|
Cetera Advisor Networks
El Segundo,
California
|
$303K
|
+$320K
|
+15,070
|
New
|
|
|
11
|
Mutual Advisors
Omaha,
Nebraska
|
$280K
|
+$295K
|
+13,896
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$241K
|
-$25K
|
-1,178
|
-9%
|
|
|
13
|
Prudential Financial
Newark,
New Jersey
|
$214K
|
+$202K
|
+9,515
|
New
|
|
|
14
|
Belpointe Asset Management
Reno,
Nevada
|
$154K
|
-$701
|
-33
|
-0.4%
|
|
|
15
|
WhitTier Trust Company
Reno,
Nevada
|
$80K
|
–
|
–
|
–
|
|
|
16
|
Hartford Financial Management
Hartford,
Connecticut
|
$48K
|
+$24.1K
|
+1,137
|
+93%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$8K
|
+$8.11K
|
+382
|
New
|
|
|
18
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$2K
|
–
|
–
|
–
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
–
|
-$3.07M
|
-137,245
|
Closed
|
|
|
20
|
Delta Investment Management
San Francisco,
California
|
–
|
-$206K
|
-9,175
|
Closed
|
|
