|
1
|
Prudential Financial
Newark,
New Jersey
|
$52.2M
|
–
|
–
|
–
|
|
|
2
|
|
$3.69M
|
+$1.02M
|
+29,951
|
+38%
|
|
|
3
|
Adams Wealth Management
Logan,
Utah
|
$2.73M
|
-$1.98M
|
-58,141
|
-42%
|
|
|
4
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$2.72M
|
+$2.71M
|
+79,444
|
New
|
|
|
5
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.67M
|
+$49.5K
|
+1,452
|
+2%
|
|
|
6
|
Financial Connections Group
Corte Madera,
California
|
$1.65M
|
+$98K
|
+2,878
|
+6%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.42M
|
-$77.5K
|
-2,274
|
-5%
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$826K
|
+$821K
|
+24,104
|
New
|
|
|
9
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$726K
|
+$261K
|
+7,653
|
+56%
|
|
|
10
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$726K
|
+$723K
|
+21,228
|
New
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$654K
|
-$42.6K
|
-1,250
|
-6%
|
|
|
12
|
Rovin Capital
Mesa,
Arizona
|
$609K
|
+$14.3K
|
+420
|
+2%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$522K
|
+$36.3K
|
+1,065
|
+7%
|
|
|
14
|
DFPG Investments
Sandy,
Utah
|
$423K
|
–
|
–
|
–
|
|
|
15
|
Powers Advisory Group
Highland,
Illinois
|
$271K
|
-$17K
|
-500
|
-6%
|
|
|
16
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$63.4K
|
+$63.1K
|
+1,853
|
New
|
|
|
17
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$31.9K
|
–
|
–
|
–
|
|
|
18
|
Creative Financial Designs
Kokomo,
Indiana
|
$11.5K
|
+$238
|
+7
|
+2%
|
|
|
19
|
Blue Trust Inc
Alpharetta,
Georgia
|
$11K
|
–
|
–
|
–
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$137
|
+$136
|
+4
|
New
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$1.14M
|
-33,774
|
Closed
|
|
|
22
|
TownSquare Capital
Provo,
Utah
|
–
|
-$694K
|
-20,637
|
Closed
|
|
|
23
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$9.61K
|
-286
|
Closed
|
|
