|
1
|
Brookwood Investment Group
Phoenix,
Arizona
|
$9.97M
|
+$9.64M
|
+351,871
|
New
|
|
|
2
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.01M
|
+$19.1K
|
+697
|
+0.5%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$4M
|
+$19.1K
|
+697
|
+0.5%
|
|
|
4
|
CLG LLC
Long Beach,
California
|
$3.16M
|
-$3.11M
|
-113,439
|
-50%
|
|
|
5
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$2.54M
|
+$2.45M
|
+89,493
|
New
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.82M
|
+$504K
|
+18,402
|
+40%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$1.18M
|
+$1.14M
|
+41,639
|
New
|
|
|
8
|
Kestra Private Wealth Services
Austin,
Texas
|
$467K
|
+$12.5K
|
+457
|
+3%
|
|
|
9
|
Centric Wealth Management
Chicago,
Illinois
|
$326K
|
+$3.34K
|
+122
|
+1%
|
|
|
10
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$214K
|
+$207K
|
+7,549
|
New
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17K
|
+$16.4K
|
+600
|
New
|
|
|
12
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$935
|
–
|
–
|
–
|
|
|
13
|
|
–
|
-$362K
|
-13,600
|
Closed
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
–
|
-$14.4K
|
-540
|
Closed
|
|
