|
1
|
LPL Financial
San Diego,
California
|
$5.41M
|
+$4.6M
|
+152,779
|
+705%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.41M
|
–
|
–
|
–
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$3.47M
|
+$3.37M
|
+111,890
|
New
|
|
|
4
|
WFA of San Diego
San Diego,
California
|
$3.38M
|
+$3.29M
|
+109,094
|
New
|
|
|
5
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.64M
|
-$13.5K
|
-448
|
-0.8%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.44M
|
+$777K
|
+25,778
|
+126%
|
|
|
7
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$1.3M
|
+$1.27M
|
+42,000
|
New
|
|
|
8
|
Private Advisor Group
Morristown,
New Jersey
|
$1M
|
+$973K
|
+32,282
|
New
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$855K
|
+$832K
|
+27,603
|
New
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$816K
|
-$418K
|
-13,879
|
-35%
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$742K
|
+$1.54K
|
+51
|
+0.2%
|
|
|
12
|
Patten Group
Chattanooga,
Tennessee
|
$673K
|
+$7.08K
|
+235
|
+1%
|
|
|
13
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$654K
|
+$637K
|
+21,125
|
New
|
|
|
14
|
|
$634K
|
–
|
–
|
–
|
|
|
15
|
American Portfolios Advisors
Holbrook,
New York
|
$541K
|
+$68.3K
|
+2,265
|
+15%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$363K
|
-$21.3K
|
-708
|
-6%
|
|
|
17
|
IHT Wealth Management
Chicago,
Illinois
|
$324K
|
+$315K
|
+10,467
|
New
|
|
|
18
|
Independent Financial Group
San Diego,
California
|
$275K
|
+$268K
|
+8,877
|
New
|
|
|
19
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$168K
|
–
|
–
|
–
|
|
|
20
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$166K
|
+$162K
|
+5,382
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$157K
|
-$10.8K
|
-358
|
-7%
|
|
|
22
|
First National Bank of South Miami
South Miami,
Florida
|
$83K
|
+$80.5K
|
+2,672
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$65K
|
–
|
–
|
–
|
|
|
24
|
Geneos Wealth Management
Englewood,
Colorado
|
$16K
|
+$15.8K
|
+525
|
New
|
|
|
25
|
US Bancorp
Minneapolis,
Minnesota
|
$15K
|
+$15.1K
|
+500
|
New
|
|
