|
1
|
AE Wealth Management
Topeka,
Kansas
|
$46.9M
|
-$2.69M
|
-106,442
|
-5%
|
|
|
2
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$9.47M
|
+$188K
|
+7,431
|
+2%
|
|
|
3
|
RFG Advisory
Birmingham,
Alabama
|
$4.37M
|
+$4.12M
|
+162,912
|
New
|
|
|
4
|
PRW Wealth Management
Quincy,
Massachusetts
|
$3.42M
|
+$3.42M
|
+135,124
|
New
|
|
|
5
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$3.01M
|
+$3.01M
|
+118,875
|
New
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.39M
|
+$40.5K
|
+1,599
|
+2%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.48M
|
+$683K
|
+27,014
|
+86%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$779K
|
+$16.6K
|
+655
|
+2%
|
|
|
9
|
Park Avenue Securities
New York
|
$666K
|
–
|
–
|
–
|
|
|
10
|
|
$570K
|
+$244K
|
+9,654
|
+75%
|
|
|
11
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$538K
|
–
|
–
|
–
|
|
|
12
|
TRUADVICE
Sarasota,
Florida
|
$519K
|
–
|
–
|
–
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$466K
|
+$466K
|
+18,420
|
New
|
|
|
14
|
Cetera Advisor Networks
El Segundo,
California
|
$328K
|
-$180K
|
-7,112
|
-35%
|
|
|
15
|
Farther Finance Advisors
San Francisco,
California
|
$278K
|
+$278K
|
+11,000
|
New
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$259K
|
-$49.3K
|
-1,950
|
-16%
|
|
|
17
|
Atria Wealth Solutions
New York
|
$250K
|
+$250K
|
+9,894
|
New
|
|
|
18
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$129K
|
+$127K
|
+5,000
|
New
|
|
|
19
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$83.5K
|
–
|
–
|
–
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$16.1K
|
+$5.77K
|
+228
|
+56%
|
|
|
21
|
Advisornet Financial
Minnetonka,
Minnesota
|
$12.7K
|
–
|
–
|
–
|
|
|
22
|
Belpointe Asset Management
Reno,
Nevada
|
$11.1K
|
+$11.1K
|
+439
|
New
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
+$2.2K
|
+87
|
New
|
|
|
24
|
Richard W. Paul & Associates
Novi,
Michigan
|
$1.26K
|
+$1.26K
|
+50
|
New
|
|
