|
1
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
$28.7M
|
+$2.78M
|
+132,302
|
+11%
|
|
|
2
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$11M
|
-$2.73M
|
-129,997
|
-20%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.49M
|
+$5.85K
|
+278
|
+0.1%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$2.41M
|
+$633K
|
+30,124
|
+37%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.49M
|
+$77.1K
|
+3,666
|
+6%
|
|
|
6
|
Simplicity Wealth
Summit,
New Jersey
|
$1.48M
|
+$1.19M
|
+56,583
|
+453%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.03M
|
+$150K
|
+7,150
|
+17%
|
|
|
8
|
MRP Capital Investments
Alpharetta,
Georgia
|
$994K
|
-$67.3K
|
-3,200
|
-6%
|
|
|
9
|
Steward Partners Investment Advisory
New York
|
$624K
|
+$612K
|
+29,121
|
New
|
|
|
10
|
Advisory Services Network
Atlanta,
Georgia
|
$412K
|
+$406K
|
+19,316
|
New
|
|
|
11
|
CoreCap Advisors
Southfield,
Michigan
|
$353K
|
+$169K
|
+8,017
|
+95%
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$134K
|
-$673
|
-32
|
-0.5%
|
|
|
13
|
Robbins Farley
Bedford,
New Hampshire
|
$101K
|
+$99.6K
|
+4,735
|
New
|
|
|
14
|
ORG Partners
Roanoke,
Indiana
|
$99.8K
|
+$97.9K
|
+4,655
|
New
|
|
|
15
|
NewEdge Advisors
New Orleans,
Louisiana
|
$32.1K
|
+$31.5K
|
+1,500
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$1.71K
|
-$3.93K
|
-187
|
-70%
|
|
|
17
|
|
$55
|
–
|
–
|
–
|
|
|
18
|
|
–
|
-$1.38M
|
-65,185
|
Closed
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
–
|
-$737K
|
-34,734
|
Closed
|
|
