|
1
|
Avior Wealth Management
Omaha,
Nebraska
|
$47.5M
|
+$51.3M
|
+1,037,863
|
New
|
|
|
2
|
|
$19.1M
|
-$3.31M
|
-67,000
|
-14%
|
|
|
3
|
Kestra Advisory Services
Austin,
Texas
|
$4.06M
|
+$2.11M
|
+42,653
|
+93%
|
|
|
4
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.94M
|
+$4.25M
|
+85,982
|
New
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.71M
|
+$3.48M
|
+70,407
|
+663%
|
|
|
6
|
Masso Torrence Wealth Management
Marlton,
New Jersey
|
$3.61M
|
+$383K
|
+7,746
|
+11%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.75M
|
+$2.76M
|
+55,866
|
+1,314%
|
|
|
8
|
Mutual Advisors
Omaha,
Nebraska
|
$835K
|
+$902K
|
+18,250
|
New
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$613K
|
+$237K
|
+4,791
|
+56%
|
|
|
10
|
Litman Gregory Wealth Management
Larkspur,
California
|
$576K
|
–
|
–
|
–
|
|
|
11
|
55I LLC
Boston,
Massachusetts
|
$484K
|
+$522K
|
+10,568
|
New
|
|
|
12
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$406K
|
+$439K
|
+8,872
|
New
|
|
|
13
|
|
$358K
|
+$386K
|
+7,811
|
New
|
|
|
14
|
WNY Asset Management
Williamsville,
New York
|
$349K
|
+$377K
|
+7,620
|
New
|
|
|
15
|
Silver Oak Securities
Jackson,
Tennessee
|
$348K
|
+$336K
|
+6,798
|
New
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$298K
|
–
|
–
|
–
|
|
|
17
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$158K
|
+$171K
|
+3,462
|
New
|
|
|
18
|
American Portfolios Advisors
Holbrook,
New York
|
$120K
|
+$130K
|
+2,626
|
New
|
|
|
19
|
FourThought Financial
Venice,
Florida
|
$104K
|
+$34.9K
|
+705
|
+45%
|
|
|
20
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$27K
|
+$29.7K
|
+600
|
New
|
|
|
21
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
–
|
-$949K
|
-19,896
|
Closed
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$49
|
+1
|
New
|
|
