|
1
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$68.2M
|
-$211K
|
-4,134
|
-0.3%
|
|
|
2
|
Clearstead Advisors
Cleveland,
Ohio
|
$39M
|
+$3.38M
|
+66,161
|
+9%
|
|
|
3
|
Illumine Investment Management
Poulsbo,
Washington
|
$3.71M
|
+$169K
|
+3,313
|
+5%
|
|
|
4
|
|
$2.9M
|
+$556K
|
+10,870
|
+23%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$1.65M
|
+$95.9K
|
+1,877
|
+6%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$751K
|
+$18.3K
|
+358
|
+2%
|
|
|
7
|
|
$503K
|
-$4.04K
|
-79
|
-0.8%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$319K
|
-$83.4K
|
-1,632
|
-20%
|
|
|
9
|
Brookwood Investment Group
Phoenix,
Arizona
|
$270K
|
+$276K
|
+5,404
|
New
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$260K
|
+$266K
|
+5,200
|
New
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$34.3K
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$29K
|
+$16.2K
|
+316
|
+119%
|
|
|
13
|
Fidelity Investments
Boston,
Massachusetts
|
$50
|
+$51
|
+1
|
New
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$487K
|
-9,504
|
Closed
|
|
|
15
|
Focus Partners Wealth
Boston,
Massachusetts
|
–
|
-$218K
|
-4,256
|
Closed
|
|
