|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.15M
|
+$697K
|
+31,609
|
+8%
|
|
|
2
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$3.26M
|
+$476K
|
+21,583
|
+17%
|
|
|
3
|
Synovus Financial
Columbus,
Georgia
|
$3M
|
+$654K
|
+29,662
|
+28%
|
|
|
4
|
IFP Advisors
Tampa,
Florida
|
$963K
|
-$990K
|
-44,884
|
-48%
|
|
|
5
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$787K
|
+$55K
|
+2,496
|
+8%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$609K
|
+$17.4K
|
+790
|
+3%
|
|
|
7
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$545K
|
+$542K
|
+24,591
|
New
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$509K
|
-$26.2K
|
-1,189
|
-5%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$452K
|
-$33.7K
|
-1,527
|
-7%
|
|
|
10
|
Mutual Advisors
Omaha,
Nebraska
|
$419K
|
+$81.9K
|
+3,714
|
+24%
|
|
|
11
|
Cetera Advisor Networks
El Segundo,
California
|
$208K
|
+$4.83K
|
+219
|
+2%
|
|
|
12
|
Belpointe Asset Management
Reno,
Nevada
|
$167K
|
-$2.38K
|
-108
|
-1%
|
|
|
13
|
Hartford Financial Management
Hartford,
Connecticut
|
$27.1K
|
–
|
–
|
–
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$22.6K
|
-$200K
|
-9,067
|
-90%
|
|
|
15
|
Retirement Group
San Diego,
California
|
$16K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$11.1K
|
-$7.21K
|
-327
|
-40%
|
|
|
17
|
|
–
|
-$314K
|
-14,251
|
Closed
|
|
|
18
|
Delta Investment Management
San Francisco,
California
|
–
|
-$202K
|
-9,175
|
Closed
|
|
