|
1
|
Prudential Financial
Newark,
New Jersey
|
$15.2M
|
+$5.87M
|
+189,965
|
+65%
|
|
|
2
|
Jim Saulnier & Associates
Fort Collins,
Colorado
|
$3.03M
|
–
|
–
|
–
|
|
|
3
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$1.53M
|
+$760K
|
+24,581
|
+107%
|
|
|
4
|
Spire Wealth Management
Mclean,
Virginia
|
$1.46M
|
-$1.03M
|
-33,436
|
-42%
|
|
|
5
|
Kestra Advisory Services
Austin,
Texas
|
$1.1M
|
–
|
–
|
–
|
|
|
6
|
American Asset Management
Boca Raton,
Florida
|
$871K
|
-$20.9K
|
-676
|
-2%
|
|
|
7
|
Pathstone Holdings
Englewood,
New Jersey
|
$551K
|
+$543K
|
+17,550
|
New
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$470K
|
-$421K
|
-13,632
|
-48%
|
|
|
9
|
Kestra Private Wealth Services
Austin,
Texas
|
$441K
|
–
|
–
|
–
|
|
|
10
|
Old Mission Capital
Chicago,
Illinois
|
$349K
|
+$343K
|
+11,094
|
New
|
|
|
11
|
Blue Water Asset Management
Grand Rapids,
Michigan
|
$329K
|
–
|
–
|
–
|
|
|
12
|
Steward Partners Investment Advisory
New York
|
$253K
|
–
|
–
|
–
|
|
|
13
|
Harbour Investments
Madison,
Wisconsin
|
$175K
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$136K
|
-$103K
|
-3,325
|
-43%
|
|
|
15
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$102K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$87.5K
|
+$86K
|
+2,780
|
+46,333%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$40.4K
|
+$5.81K
|
+188
|
+17%
|
|
|
18
|
Sunrise Financial Services
Burien,
Washington
|
$16.3K
|
–
|
–
|
–
|
|
|
19
|
LeClair Wealth Partners
Dublin,
Ohio
|
–
|
-$311K
|
-10,483
|
Closed
|
|
