|
1
|
Private Wealth Strategies
New Albany,
Ohio
|
$8.42M
|
+$66.1K
|
+1,426
|
+0.8%
|
|
|
2
|
|
$6.75M
|
+$6.82M
|
+147,174
|
New
|
|
|
3
|
Private Advisor Group
Morristown,
New Jersey
|
$3.32M
|
+$590K
|
+12,734
|
+21%
|
|
|
4
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.49M
|
+$1.51M
|
+32,543
|
New
|
|
|
5
|
RFG Advisory
Birmingham,
Alabama
|
$1.07M
|
-$30.5K
|
-657
|
-3%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$725K
|
+$733K
|
+15,808
|
New
|
|
|
7
|
Good Life Advisors
Reading,
Pennsylvania
|
$625K
|
+$632K
|
+13,634
|
New
|
|
|
8
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$527K
|
+$18.8K
|
+405
|
+4%
|
|
|
9
|
TRUADVICE
Sarasota,
Florida
|
$387K
|
+$7.05K
|
+152
|
+2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$362K
|
-$2.48M
|
-53,491
|
-87%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$256K
|
–
|
–
|
–
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$249K
|
-$6.44K
|
-139
|
-2%
|
|
|
13
|
CoreCap Advisors
Southfield,
Michigan
|
$89K
|
+$89.5K
|
+1,931
|
New
|
|
|
14
|
IFP Advisors
Tampa,
Florida
|
$52K
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$43K
|
-$9.7K
|
-209
|
-18%
|
|
|
16
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$40K
|
-$35.5K
|
-766
|
-47%
|
|
|
17
|
Professional Financial Advisors
North Platte,
Nebraska
|
$29K
|
–
|
–
|
–
|
|
|
18
|
|
$17K
|
+$16.8K
|
+363
|
New
|
|
|
19
|
Creative Financial Designs
Kokomo,
Indiana
|
$8K
|
–
|
–
|
–
|
|
|
20
|
Raleigh Capital Management
Cary,
North Carolina
|
$5K
|
+$1.67K
|
+36
|
+57%
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4K
|
+$4.54K
|
+98
|
New
|
|
|
22
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$1K
|
+$1.2K
|
+26
|
New
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$46
|
–
|
–
|
–
|
|
