|
1
|
Prudential Financial
Newark,
New Jersey
|
$15.2M
|
+$5.95M
|
+192,589
|
+66%
|
|
|
2
|
Foguth Wealth Management
Brighton,
Michigan
|
$14.4M
|
+$792K
|
+25,634
|
+6%
|
|
|
3
|
Centaurus Financial
Anaheim,
California
|
$4.36M
|
+$2.17M
|
+70,130
|
+101%
|
|
|
4
|
Jim Saulnier & Associates
Fort Collins,
Colorado
|
$3.99M
|
–
|
–
|
–
|
|
|
5
|
American Asset Management
Boca Raton,
Florida
|
$2.58M
|
+$1.08M
|
+35,087
|
+74%
|
|
|
6
|
Blue Water Asset Management
Grand Rapids,
Michigan
|
$1.23M
|
+$931K
|
+30,134
|
+331%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.03M
|
-$372K
|
-12,038
|
-27%
|
|
|
8
|
Spire Wealth Management
Mclean,
Virginia
|
$651K
|
-$108K
|
-3,486
|
-14%
|
|
|
9
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$596K
|
+$577K
|
+18,674
|
New
|
|
|
10
|
Long Island Wealth Management
Melville,
New York
|
$533K
|
+$306K
|
+9,921
|
+139%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$471K
|
+$232K
|
+7,496
|
+99%
|
|
|
12
|
BCGM Wealth Management
Lafayette,
Indiana
|
$367K
|
–
|
–
|
–
|
|
|
13
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$203K
|
–
|
–
|
–
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
$60K
|
+$59.2K
|
+1,916
|
New
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$27.1K
|
+$4.7K
|
+152
|
+21%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$4.1K
|
+$4.05K
|
+131
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$1.76M
|
-59,279
|
Closed
|
|
|
18
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$1.02M
|
-34,375
|
Closed
|
|
|
19
|
LeClair Wealth Partners
Dublin,
Ohio
|
–
|
-$270K
|
-9,098
|
Closed
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$240K
|
-8,075
|
Closed
|
|
|
21
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$96.7K
|
-3,255
|
Closed
|
|
