|
1
|
Prudential Financial
Newark,
New Jersey
|
$8.69M
|
+$1.88M
|
+63,720
|
+27%
|
|
|
2
|
Raymond James Financial
St Petersburg,
Florida
|
$6.59M
|
+$413K
|
+14,018
|
+7%
|
|
|
3
|
Spire Wealth Management
Mclean,
Virginia
|
$2.48M
|
-$338K
|
-11,472
|
-12%
|
|
|
4
|
Blue Water Asset Management
Grand Rapids,
Michigan
|
$2.04M
|
-$530
|
-18
|
-0%
|
|
|
5
|
LeClair Wealth Partners
Dublin,
Ohio
|
$2.04M
|
+$2.07M
|
+70,321
|
New
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.38M
|
-$240K
|
-8,161
|
-15%
|
|
|
7
|
Jim Saulnier & Associates
Fort Collins,
Colorado
|
$1.15M
|
–
|
–
|
–
|
|
|
8
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.07M
|
–
|
–
|
–
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$901K
|
–
|
–
|
–
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$578K
|
–
|
–
|
–
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$544K
|
–
|
–
|
–
|
|
|
12
|
Kestra Investment Management
Austin,
Texas
|
$544K
|
–
|
–
|
–
|
|
|
13
|
Redwood Family Wealth
Addison,
Texas
|
$508K
|
+$228K
|
+7,740
|
+79%
|
|
|
14
|
Grantvest Financial Group
Matawan,
New Jersey
|
$379K
|
-$49.7K
|
-1,686
|
-11%
|
|
|
15
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$290K
|
–
|
–
|
–
|
|
|
16
|
BCGM Wealth Management
Lafayette,
Indiana
|
$287K
|
-$8.46K
|
-287
|
-3%
|
|
|
17
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$273K
|
–
|
–
|
–
|
|
|
18
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$239K
|
+$243K
|
+8,245
|
New
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$229K
|
+$86.8K
|
+2,945
|
+60%
|
|
|
20
|
Old Mission Capital
Chicago,
Illinois
|
$220K
|
+$223K
|
+7,574
|
New
|
|
|
21
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$60.3K
|
–
|
–
|
–
|
|
|
22
|
NBC Securities
Birmingham,
Alabama
|
$54.5K
|
–
|
–
|
–
|
|
|
23
|
Creative Financial Designs
Kokomo,
Indiana
|
$14.5K
|
–
|
–
|
–
|
|
|
24
|
|
–
|
-$201K
|
-6,823
|
Closed
|
|
