|
1
|
|
$5.3M
|
+$5.68M
|
+168,090
|
New
|
|
|
2
|
LPL Financial
San Diego,
California
|
$4.89M
|
+$1.85M
|
+54,823
|
+55%
|
|
|
3
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$1.7M
|
+$1.79M
|
+52,900
|
+4,809%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$1.38M
|
-$98.5K
|
-2,913
|
-6%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.3M
|
-$52.9K
|
-1,563
|
-4%
|
|
|
6
|
Wealthspire Advisors (New York)
New York
|
$1.23M
|
+$1.32M
|
+39,000
|
New
|
|
|
7
|
Western Wealth Management
Golden,
Colorado
|
$1.15M
|
+$395K
|
+11,687
|
+47%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.03M
|
-$10K
|
-296
|
-0.9%
|
|
|
9
|
Centaurus Financial
Anaheim,
California
|
$601K
|
-$520K
|
-15,369
|
-45%
|
|
|
10
|
Cetera Advisor Networks
El Segundo,
California
|
$581K
|
–
|
–
|
–
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$462K
|
+$20.3K
|
+600
|
+4%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$398K
|
+$1.01K
|
+30
|
+0.2%
|
|
|
13
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$392K
|
+$25.4K
|
+750
|
+6%
|
|
|
14
|
SimpliFi Inc
San Diego,
California
|
$314K
|
+$1.93K
|
+57
|
+0.6%
|
|
|
15
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$300K
|
+$315K
|
+9,313
|
New
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$268K
|
–
|
–
|
–
|
|
|
17
|
Fort Point Capital Partners
San Francisco,
California
|
$264K
|
+$35.3K
|
+1,043
|
+14%
|
|
|
18
|
NFP Retirement Inc
Aliso Viejo,
California
|
$242K
|
-$179K
|
-5,306
|
-41%
|
|
|
19
|
Eudaimonia Partners
Winchester,
Tennessee
|
$222K
|
+$238K
|
+7,044
|
New
|
|
|
20
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$201K
|
+$200K
|
+5,921
|
New
|
|
|
21
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$60K
|
+$63.2K
|
+1,869
|
New
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30K
|
-$30.4K
|
-900
|
-48%
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$16K
|
+$16.9K
|
+500
|
New
|
|
|
24
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$10K
|
+$10.7K
|
+317
|
New
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
–
|
-$419K
|
-11,962
|
Closed
|
|
