|
1
|
Prudential Financial
Newark,
New Jersey
|
$23.1M
|
–
|
–
|
–
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$4.69M
|
+$8.47K
|
+168
|
+0.2%
|
|
|
3
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$1.02M
|
+$179K
|
+3,554
|
+21%
|
|
|
4
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$954K
|
–
|
–
|
–
|
|
|
5
|
Kingswood Wealth Advisors
San Diego,
California
|
$793K
|
+$1.96M
|
+38,874
|
New
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$687K
|
+$195K
|
+3,866
|
+40%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$613K
|
-$17K
|
-338
|
-3%
|
|
|
8
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$403K
|
+$403K
|
+8,000
|
New
|
|
|
9
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$358K
|
+$2.92K
|
+58
|
+0.8%
|
|
|
10
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$310K
|
+$310K
|
+6,153
|
New
|
|
|
11
|
Goldstein Advisors
Madison,
Wisconsin
|
$264K
|
+$264K
|
+5,240
|
New
|
|
|
12
|
Archer Investment Corporation
Carmel,
Indiana
|
$8.2K
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$3.02K
|
-$15.6K
|
-310
|
-84%
|
|
|
14
|
|
–
|
-$368K
|
-7,274
|
Closed
|
|
