|
1
|
LPL Financial
San Diego,
California
|
$43.6M
|
+$21.7M
|
+999,303
|
+100%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$6.87M
|
+$6.52M
|
+300,267
|
+1,966%
|
|
|
3
|
Mariner
Overland Park,
Kansas
|
$4.53M
|
+$4.52M
|
+208,103
|
New
|
|
|
4
|
IHT Wealth Management
Chicago,
Illinois
|
$3.71M
|
+$353K
|
+16,244
|
+11%
|
|
|
5
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$1.83M
|
-$127K
|
-5,852
|
-7%
|
|
|
6
|
|
$1.47M
|
+$1.47M
|
+67,597
|
New
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.37M
|
+$165K
|
+7,618
|
+14%
|
|
|
8
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$564K
|
+$563K
|
+25,903
|
New
|
|
|
9
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$539K
|
+$537K
|
+24,746
|
New
|
|
|
10
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$529K
|
-$999
|
-46
|
-0.2%
|
|
|
11
|
WealthPLAN Partners
Omaha,
Nebraska
|
$528K
|
+$521K
|
+23,975
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$408K
|
+$85.1K
|
+3,918
|
+26%
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$251K
|
+$152
|
+7
|
+0.1%
|
|
|
14
|
Private Portfolio Partners
Paramus,
New Jersey
|
$213K
|
+$213K
|
+9,807
|
New
|
|
|
15
|
Belpointe Asset Management
Reno,
Nevada
|
$61K
|
+$60.8K
|
+2,801
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$47.1K
|
+$47K
|
+2,164
|
New
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$1.07K
|
+$343K
|
+15,781
|
+47%
|
|
|
18
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$849
|
–
|
–
|
–
|
|
|
19
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
–
|
-$371K
|
-17,167
|
Closed
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
–
|
-$22
|
-1
|
Closed
|
|
