|
1
|
Prudential Financial
Newark,
New Jersey
|
$15.2M
|
+$5.8M
|
+190,459
|
+64%
|
|
|
2
|
Raymond James Financial
St Petersburg,
Florida
|
$7.76M
|
+$715K
|
+23,484
|
+10%
|
|
|
3
|
Spire Wealth Management
Mclean,
Virginia
|
$2.58M
|
-$66.2K
|
-2,174
|
-3%
|
|
|
4
|
Blue Water Asset Management
Grand Rapids,
Michigan
|
$2.14M
|
-$39.8K
|
-1,308
|
-2%
|
|
|
5
|
Jim Saulnier & Associates
Fort Collins,
Colorado
|
$1.23M
|
–
|
–
|
–
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.18M
|
-$287K
|
-9,437
|
-20%
|
|
|
7
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.15M
|
–
|
–
|
–
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$945K
|
-$15.2K
|
-500
|
-2%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$584K
|
-$32K
|
-1,051
|
-5%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$581K
|
–
|
–
|
–
|
|
|
11
|
Kestra Investment Management
Austin,
Texas
|
$581K
|
–
|
–
|
–
|
|
|
12
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$566K
|
+$295K
|
+9,700
|
+118%
|
|
|
13
|
Grantvest Financial Group
Matawan,
New Jersey
|
$405K
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$328K
|
+$82.9K
|
+2,725
|
+35%
|
|
|
15
|
BCGM Wealth Management
Lafayette,
Indiana
|
$306K
|
–
|
–
|
–
|
|
|
16
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$291K
|
–
|
–
|
–
|
|
|
17
|
BFC Planning, Inc.
Cedar Rapids,
Iowa
|
$172K
|
–
|
–
|
–
|
|
|
18
|
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Cedar Rapids,
Iowa
|
$172K
|
–
|
–
|
–
|
|
|
19
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$64.3K
|
–
|
–
|
–
|
|
|
20
|
NBC Securities
Birmingham,
Alabama
|
$58.1K
|
–
|
–
|
–
|
|
|
21
|
Creative Financial Designs
Kokomo,
Indiana
|
$15.5K
|
–
|
–
|
–
|
|
|
22
|
LeClair Wealth Partners
Dublin,
Ohio
|
–
|
-$2.04M
|
-70,321
|
Closed
|
|
|
23
|
Redwood Family Wealth
Addison,
Texas
|
–
|
-$508K
|
-17,517
|
Closed
|
|
|
24
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
–
|
-$290K
|
-9,987
|
Closed
|
|
|
25
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$220K
|
-7,574
|
Closed
|
|
