|
1
|
Prudential Financial
Newark,
New Jersey
|
$15.2M
|
+$5.85M
|
+186,109
|
+64%
|
|
|
2
|
Spire Wealth Management
Mclean,
Virginia
|
$3.02M
|
-$3.8K
|
-121
|
-0.1%
|
|
|
3
|
Jim Saulnier & Associates
Fort Collins,
Colorado
|
$2.99M
|
–
|
–
|
–
|
|
|
4
|
American Asset Management
Boca Raton,
Florida
|
$2.65M
|
-$35.5K
|
-1,130
|
-1%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.08M
|
-$68.4K
|
-2,176
|
-6%
|
|
|
6
|
Kestra Advisory Services
Austin,
Texas
|
$1.04M
|
+$51K
|
+1,623
|
+5%
|
|
|
7
|
Blue Water Asset Management
Grand Rapids,
Michigan
|
$829K
|
-$31.2K
|
-994
|
-4%
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$765K
|
+$28.7K
|
+913
|
+4%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$670K
|
–
|
–
|
–
|
|
|
10
|
Three Seasons Wealth
Salt Lake City,
Utah
|
$669K
|
–
|
–
|
–
|
|
|
11
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$529K
|
+$216K
|
+6,858
|
+73%
|
|
|
12
|
MML Investors Services
Springfield,
Massachusetts
|
$411K
|
+$64.9K
|
+2,063
|
+19%
|
|
|
13
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$321K
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$232K
|
-$13.4K
|
-425
|
-6%
|
|
|
15
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$215K
|
–
|
–
|
–
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$32.4K
|
–
|
–
|
–
|
|
|
17
|
D.J. St. Germain
Springfield,
Massachusetts
|
$15.5K
|
–
|
–
|
–
|
|
|
18
|
LeClair Wealth Partners
Dublin,
Ohio
|
–
|
-$810K
|
-26,957
|
Closed
|
|
|
19
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$408K
|
-13,592
|
Closed
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
–
|
-$1.2K
|
-40
|
Closed
|
|
