|
1
|
Prudential Financial
Newark,
New Jersey
|
$24.5M
|
–
|
–
|
–
|
|
|
2
|
Founders Financial Securities
Towson,
Maryland
|
$7.22M
|
+$1.36M
|
+26,997
|
+23%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.12M
|
-$185K
|
-3,662
|
-3%
|
|
|
4
|
Moody National Bank Trust Division
Galveston,
Texas
|
$5.39M
|
+$5.36M
|
+106,343
|
New
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$2.07M
|
-$23.4K
|
-464
|
-1%
|
|
|
6
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$741K
|
+$535K
|
+10,615
|
+265%
|
|
|
7
|
Atria Wealth Solutions
New York
|
$735K
|
+$348K
|
+6,906
|
+91%
|
|
|
8
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$735K
|
+$348K
|
+6,906
|
+91%
|
|
|
9
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$728K
|
-$101K
|
-2,000
|
-12%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$544K
|
+$6.05K
|
+120
|
+1%
|
|
|
11
|
|
$520K
|
-$3.45M
|
-68,401
|
-87%
|
|
|
12
|
Secure Asset Management
Troy,
Michigan
|
$429K
|
–
|
–
|
–
|
|
|
13
|
AJ Advisors
Nashville,
Tennessee
|
$295K
|
-$13.2K
|
-262
|
-4%
|
|
|
14
|
CoreCap Advisors
Southfield,
Michigan
|
$66.1K
|
-$160K
|
-3,171
|
-71%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$60K
|
+$10.1K
|
+200
|
+20%
|
|
|
16
|
Harbour Investments
Madison,
Wisconsin
|
$40.2K
|
+$40K
|
+793
|
New
|
|
|
17
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$16.9K
|
–
|
–
|
–
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.08K
|
+$6.05K
|
+120
|
New
|
|
|
19
|
Principal Securities
Des Moines,
Iowa
|
$5.07K
|
–
|
–
|
–
|
|
|
20
|
|
$97
|
+$50
|
+1
|
New
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$1.49M
|
-29,459
|
Closed
|
|
|
22
|
Ocean Park Asset Management
Santa Monica,
California
|
–
|
-$295K
|
-5,842
|
Closed
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
–
|
-$1.57K
|
-31
|
Closed
|
|
