|
1
|
|
$7.96M
|
+$5.48M
|
+111,901
|
+229%
|
|
|
2
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.11M
|
+$1.1M
|
+22,505
|
New
|
|
|
3
|
GM Advisory Group
Melville,
New York
|
$767K
|
+$760K
|
+15,500
|
New
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$705K
|
+$698K
|
+14,238
|
New
|
|
|
5
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$702K
|
+$695K
|
+14,179
|
New
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$600K
|
+$44.5K
|
+909
|
+8%
|
|
|
7
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$452K
|
–
|
–
|
–
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$364K
|
+$361K
|
+7,362
|
New
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$323K
|
-$7.67M
|
-156,460
|
-96%
|
|
|
10
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$270K
|
–
|
–
|
–
|
|
|
11
|
Summit Wealth Partners
Orlando,
Florida
|
$252K
|
-$3.04K
|
-62
|
-1%
|
|
|
12
|
First Allied Advisory Services
San Diego,
California
|
$242K
|
+$240K
|
+4,888
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$147K
|
+$145K
|
+2,967
|
New
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$134K
|
+$133K
|
+2,705
|
New
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
$93K
|
+$94.1K
|
+1,920
|
New
|
|
|
16
|
Cetera Advisor Networks
El Segundo,
California
|
$72K
|
+$71.2K
|
+1,453
|
New
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$60K
|
-$31.2K
|
-637
|
-35%
|
|
|
18
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$59K
|
+$35.1K
|
+717
|
+154%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$36K
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25K
|
+$24.9K
|
+508
|
New
|
|
|
21
|
Global Financial Private Client
Sarasota,
Florida
|
$2.47K
|
+$2.45K
|
+50
|
New
|
|
|
22
|
Flow Traders U.S.
New York
|
–
|
-$10.6M
|
-219,927
|
Closed
|
|
|
23
|
Argent Wealth Management
Waltham,
Massachusetts
|
–
|
-$388K
|
-8,396
|
Closed
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
–
|
+$49
|
+1
|
New
|
|
