|
1
|
Prudential Financial
Newark,
New Jersey
|
$15.2M
|
+$6.19M
|
+200,600
|
+70%
|
|
|
2
|
Jim Saulnier & Associates
Fort Collins,
Colorado
|
$4.82M
|
+$1.7M
|
+54,997
|
+55%
|
|
|
3
|
Smith, Moore & Co
Clayton,
Missouri
|
$2.12M
|
+$2.09M
|
+67,908
|
New
|
|
|
4
|
Spire Wealth Management
Mclean,
Virginia
|
$1.99M
|
+$1.21M
|
+39,168
|
+160%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.25M
|
+$449K
|
+14,557
|
+57%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$755K
|
+$747K
|
+24,219
|
New
|
|
|
7
|
Blue Water Asset Management
Grand Rapids,
Michigan
|
$750K
|
+$508K
|
+16,476
|
+218%
|
|
|
8
|
American Asset Management
Boca Raton,
Florida
|
$616K
|
+$610K
|
+19,770
|
New
|
|
|
9
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$573K
|
+$556K
|
+18,045
|
New
|
|
|
10
|
Kestra Private Wealth Services
Austin,
Texas
|
$486K
|
–
|
–
|
–
|
|
|
11
|
MML Investors Services
Springfield,
Massachusetts
|
$434K
|
+$429K
|
+13,918
|
New
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$310K
|
+$181K
|
+5,884
|
+145%
|
|
|
13
|
Steward Partners Investment Advisory
New York
|
$162K
|
+$160K
|
+5,193
|
New
|
|
|
14
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$119K
|
+$62K
|
+2,010
|
+111%
|
|
|
15
|
Centaurus Financial
Anaheim,
California
|
–
|
-$246K
|
-8,119
|
Closed
|
|
|
16
|
LeClair Wealth Partners
Dublin,
Ohio
|
–
|
-$229K
|
-7,569
|
Closed
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
–
|
-$74.3K
|
-2,456
|
Closed
|
|
