|
1
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$57.8M
|
+$1.39M
|
+50,152
|
+2%
|
|
|
2
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$12.2M
|
-$178K
|
-6,425
|
-1%
|
|
|
3
|
Cetera Advisor Networks
El Segundo,
California
|
$8.86M
|
-$822K
|
-29,673
|
-9%
|
|
|
4
|
Prosperity Financial Group
San Ramon,
California
|
$5.84M
|
+$576K
|
+20,806
|
+11%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$5.72M
|
+$454K
|
+16,406
|
+9%
|
|
|
6
|
Putnam Investments
Boston,
Massachusetts
|
$5.55M
|
–
|
–
|
–
|
|
|
7
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$5.04M
|
+$543K
|
+19,612
|
+12%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.9M
|
+$1.91M
|
+69,050
|
+97%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$3.49M
|
+$3.09M
|
+111,627
|
+787%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.81M
|
-$34.6K
|
-1,250
|
-1%
|
|
|
11
|
Transcend Capital Advisors
Madison,
New Jersey
|
$1.79M
|
+$146K
|
+5,268
|
+9%
|
|
|
12
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.73M
|
–
|
–
|
–
|
|
|
13
|
Atria Investments
Charlotte,
North Carolina
|
$1.67M
|
+$37.5K
|
+1,354
|
+2%
|
|
|
14
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$1.52M
|
+$1.51M
|
+54,601
|
New
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1M
|
+$124K
|
+4,461
|
+14%
|
|
|
16
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$808K
|
+$806K
|
+29,113
|
New
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$725K
|
+$723K
|
+26,106
|
New
|
|
|
18
|
Advisornet Financial
Minnetonka,
Minnesota
|
$582K
|
+$80.4K
|
+2,903
|
+16%
|
|
|
19
|
Beacon Pointe Advisors
Newport Beach,
California
|
$232K
|
+$231K
|
+8,349
|
New
|
|
|
20
|
|
$215K
|
+$214K
|
+7,737
|
New
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$62.8K
|
+$29.1K
|
+1,052
|
+87%
|
|
|
22
|
Belpointe Asset Management
Reno,
Nevada
|
$61.1K
|
+$2.77K
|
+100
|
+5%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$267K
|
-9,872
|
Closed
|
|
|
24
|
Win Advisors
Palm Beach Gardens,
Florida
|
–
|
-$57.2K
|
-2,117
|
Closed
|
|
|
25
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
–
|
-$15K
|
-566
|
Closed
|
|
