|
1
|
Axim Planning & Wealth
Springboro,
Ohio
|
$6.25M
|
+$3.38M
|
+201,080
|
+120%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$5M
|
+$161K
|
+9,579
|
+3%
|
|
|
3
|
Stifel Financial
St. Louis,
Missouri
|
$2.38M
|
+$653K
|
+38,868
|
+38%
|
|
|
4
|
|
$2.3M
|
-$89.8K
|
-5,342
|
-4%
|
|
|
5
|
|
$2.23M
|
-$5.54K
|
-330
|
-0.3%
|
|
|
6
|
Global Retirement Partners
San Rafael,
California
|
$1.42M
|
+$1.35M
|
+80,477
|
+2,407%
|
|
|
7
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.39M
|
-$384K
|
-22,876
|
-22%
|
|
|
8
|
Guggenheim Capital
Chicago,
Illinois
|
$1.16M
|
-$5.21K
|
-310
|
-0.5%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.13M
|
-$193K
|
-11,501
|
-15%
|
|
|
10
|
One Capital Management
Westlake Village,
California
|
$1.12M
|
+$1.11M
|
+66,283
|
New
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.1M
|
+$56.5K
|
+3,361
|
+5%
|
|
|
12
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$999K
|
-$151K
|
-8,970
|
-13%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$904K
|
+$65K
|
+3,869
|
+8%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$657K
|
+$147K
|
+8,778
|
+29%
|
|
|
15
|
Rockefeller Capital Management
New York
|
$456K
|
+$452K
|
+26,885
|
New
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
$396K
|
+$10.1K
|
+600
|
+3%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$389K
|
+$99K
|
+5,890
|
+35%
|
|
|
18
|
Wedbush Securities
Los Angeles,
California
|
$377K
|
+$62.7K
|
+3,729
|
+20%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$374K
|
+$907
|
+54
|
+0.2%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$362K
|
+$269
|
+16
|
+0.1%
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$328K
|
-$71.7K
|
-4,267
|
-18%
|
|
|
22
|
Atria Wealth Solutions
New York
|
$303K
|
+$35.3K
|
+2,098
|
+13%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$294K
|
+$291K
|
+17,315
|
New
|
|
|
24
|
Simplicity Wealth
Summit,
New Jersey
|
$285K
|
+$283K
|
+16,814
|
New
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$233K
|
+$63K
|
+3,747
|
+38%
|
|
