|
1
|
LPL Financial
San Diego,
California
|
$14.1M
|
+$2.44M
|
+87,684
|
+21%
|
|
|
2
|
Private Advisor Group
Morristown,
New Jersey
|
$11.2M
|
+$11.4M
|
+409,120
|
New
|
|
|
3
|
Ball & Co Wealth Management
Franklin,
Tennessee
|
$10.3M
|
+$10.4M
|
+373,902
|
New
|
|
|
4
|
Brookwood Investment Group
Phoenix,
Arizona
|
$7.11M
|
-$71.1K
|
-2,560
|
-1%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.23M
|
+$1.47M
|
+53,083
|
+30%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.97M
|
+$1.5M
|
+53,933
|
+33%
|
|
|
7
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$3.04M
|
–
|
–
|
–
|
|
|
8
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$1.13M
|
+$178K
|
+6,399
|
+18%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.06M
|
-$98.6K
|
-3,549
|
-8%
|
|
|
10
|
Old Mission Capital
Chicago,
Illinois
|
$823K
|
+$834K
|
+30,026
|
New
|
|
|
11
|
Summit Financial
Parsippany,
New Jersey
|
$576K
|
+$584K
|
+21,023
|
New
|
|
|
12
|
Golden State Equity Partners
South Coast Metro,
California
|
$468K
|
+$474K
|
+17,079
|
New
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$423K
|
–
|
–
|
–
|
|
|
14
|
Private Trust Company
Cleveland,
Ohio
|
$382K
|
+$69.7K
|
+2,508
|
+22%
|
|
|
15
|
|
$358K
|
-$350K
|
-12,581
|
-49%
|
|
|
16
|
Centric Wealth Management
Chicago,
Illinois
|
$303K
|
-$19.2K
|
-692
|
-6%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$225K
|
–
|
–
|
–
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$123K
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$56.7K
|
+$44.6K
|
+1,604
|
+346%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$35K
|
-$5.56K
|
-200
|
-14%
|
|
|
21
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$6.22K
|
-$917
|
-33
|
-13%
|
|
|
22
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$905
|
–
|
–
|
–
|
|
|
23
|
Kestra Private Wealth Services
Austin,
Texas
|
–
|
-$467K
|
-17,006
|
Closed
|
|
