|
1
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$63M
|
+$1.72M
|
+61,540
|
+3%
|
|
|
2
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$12.3M
|
-$575K
|
-20,644
|
-5%
|
|
|
3
|
Cetera Advisor Networks
El Segundo,
California
|
$10.1M
|
+$647K
|
+23,207
|
+7%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.5M
|
+$4.14M
|
+148,564
|
+106%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$6.25M
|
+$180K
|
+6,461
|
+3%
|
|
|
6
|
Prosperity Financial Group
San Ramon,
California
|
$6.16M
|
-$20.5K
|
-734
|
-0.3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$5.09M
|
+$1.32M
|
+47,304
|
+38%
|
|
|
8
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$4.83M
|
-$483K
|
-17,329
|
-10%
|
|
|
9
|
Putnam Investments
Boston,
Massachusetts
|
$4.41M
|
-$1.39M
|
-50,000
|
-25%
|
|
|
10
|
Synergy Asset Management
Vancouver,
Washington
|
$3.58M
|
+$3.4M
|
+122,001
|
New
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.91M
|
-$56.2K
|
-2,016
|
-2%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$2.6M
|
+$1.74M
|
+62,297
|
+239%
|
|
|
13
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.82M
|
-$11.6K
|
-415
|
-0.7%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$916K
|
-$140K
|
-5,018
|
-14%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$558K
|
+$530K
|
+19,001
|
New
|
|
|
16
|
Advisornet Financial
Minnetonka,
Minnesota
|
$426K
|
-$180K
|
-6,457
|
-31%
|
|
|
17
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$417K
|
+$395K
|
+14,183
|
New
|
|
|
18
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$394K
|
-$437K
|
-15,694
|
-54%
|
|
|
19
|
|
$276K
|
+$46.5K
|
+1,668
|
+22%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$75.3K
|
+$8.36K
|
+300
|
+13%
|
|
|
21
|
Transcend Capital Advisors
Madison,
New Jersey
|
–
|
-$1.79M
|
-64,508
|
Closed
|
|
|
22
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$1.67M
|
-60,338
|
Closed
|
|
|
23
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
–
|
-$1.52M
|
-54,601
|
Closed
|
|
|
24
|
Beacon Pointe Advisors
Newport Beach,
California
|
–
|
-$232K
|
-8,349
|
Closed
|
|
|
25
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$61.1K
|
-2,200
|
Closed
|
|
