|
1
|
LPL Financial
San Diego,
California
|
$11.7M
|
+$12.2M
|
+425,903
|
New
|
|
|
2
|
Brookwood Investment Group
Phoenix,
Arizona
|
$7.18M
|
-$2.58M
|
-90,185
|
-26%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.78M
|
+$938K
|
+32,761
|
+23%
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.49M
|
+$629K
|
+21,977
|
+16%
|
|
|
5
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$3.05M
|
+$615K
|
+21,484
|
+24%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.16M
|
-$630K
|
-22,007
|
-34%
|
|
|
7
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$958K
|
+$783K
|
+27,367
|
+363%
|
|
|
8
|
|
$704K
|
+$734K
|
+25,654
|
New
|
|
|
9
|
Kestra Private Wealth Services
Austin,
Texas
|
$467K
|
+$15.3K
|
+536
|
+3%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$423K
|
+$441K
|
+15,426
|
New
|
|
|
11
|
Centric Wealth Management
Chicago,
Illinois
|
$319K
|
+$2.52K
|
+88
|
+0.8%
|
|
|
12
|
Private Trust Company
Cleveland,
Ohio
|
$313K
|
+$326K
|
+11,406
|
New
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$225K
|
+$234K
|
+8,190
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$124K
|
+$129K
|
+4,500
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$40K
|
+$24.8K
|
+865
|
+144%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$12.7K
|
+$13.3K
|
+463
|
New
|
|
|
17
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$7.14K
|
+$7.44K
|
+260
|
New
|
|
|
18
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$906
|
–
|
–
|
–
|
|
|
19
|
CLG LLC
Long Beach,
California
|
–
|
-$3.16M
|
-111,454
|
Closed
|
|
|
20
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$1.18M
|
-41,639
|
Closed
|
|
