|
1
|
Prudential Financial
Newark,
New Jersey
|
$24.4M
|
–
|
–
|
–
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.29M
|
+$306K
|
+6,042
|
+4%
|
|
|
3
|
Founders Financial Securities
Towson,
Maryland
|
$5.84M
|
+$2.45M
|
+48,508
|
+72%
|
|
|
4
|
|
$3.98M
|
+$3.06M
|
+60,413
|
+331%
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$2.08M
|
+$1.13M
|
+22,325
|
+118%
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.49M
|
+$1.49M
|
+29,459
|
New
|
|
|
7
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$827K
|
+$101K
|
+2,000
|
+14%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$537K
|
+$329K
|
+6,497
|
+158%
|
|
|
9
|
Secure Asset Management
Troy,
Michigan
|
$428K
|
+$428K
|
+8,467
|
New
|
|
|
10
|
Atria Wealth Solutions
New York
|
$384K
|
-$208K
|
-4,103
|
-35%
|
|
|
11
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$384K
|
-$208K
|
-4,103
|
-35%
|
|
|
12
|
AJ Advisors
Nashville,
Tennessee
|
$307K
|
+$3.44K
|
+68
|
+1%
|
|
|
13
|
Ocean Park Asset Management
Santa Monica,
California
|
$295K
|
–
|
–
|
–
|
|
|
14
|
CoreCap Advisors
Southfield,
Michigan
|
$226K
|
+$8.45K
|
+167
|
+4%
|
|
|
15
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$203K
|
+$203K
|
+4,011
|
New
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$49.8K
|
+$16.2K
|
+320
|
+48%
|
|
|
17
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$16.9K
|
–
|
–
|
–
|
|
|
18
|
Principal Securities
Des Moines,
Iowa
|
$5.05K
|
+$5.06K
|
+100
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$1.57K
|
+$1.57K
|
+31
|
New
|
|
|
20
|
|
–
|
-$57K
|
-1,118
|
Closed
|
|
|
21
|
IFP Advisors
Tampa,
Florida
|
–
|
-$48.8K
|
-957
|
Closed
|
|
