|
1
|
AE Wealth Management
Topeka,
Kansas
|
$10.4M
|
+$2.74M
|
+101,016
|
+37%
|
|
|
2
|
|
$9.24M
|
+$9.13M
|
+337,080
|
New
|
|
|
3
|
Kestra Advisory Services
Austin,
Texas
|
$4.31M
|
+$972K
|
+35,853
|
+30%
|
|
|
4
|
Independent Financial Group
San Diego,
California
|
$3.7M
|
+$1.05M
|
+38,648
|
+40%
|
|
|
5
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.03M
|
+$848K
|
+31,313
|
+40%
|
|
|
6
|
Huntington National Bank
Columbus,
Ohio
|
$2.11M
|
–
|
–
|
–
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.57M
|
+$153K
|
+5,636
|
+11%
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.02M
|
+$435K
|
+16,043
|
+76%
|
|
|
9
|
Atomi Financial Group
New York
|
$603K
|
+$596K
|
+22,000
|
New
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$591K
|
-$310K
|
-11,446
|
-35%
|
|
|
11
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$554K
|
+$12.4K
|
+456
|
+2%
|
|
|
12
|
Centaurus Financial
Anaheim,
California
|
$517K
|
+$38.2K
|
+1,408
|
+8%
|
|
|
13
|
CreativeOne Wealth
Overland Park,
Kansas
|
$464K
|
+$54.2K
|
+2,000
|
+13%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$414K
|
-$20.1K
|
-741
|
-5%
|
|
|
15
|
Harbour Investments
Madison,
Wisconsin
|
$312K
|
-$404K
|
-14,920
|
-57%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$257K
|
–
|
–
|
–
|
|
|
17
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$229K
|
+$226K
|
+8,350
|
New
|
|
|
18
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$207K
|
–
|
–
|
–
|
|
|
19
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$122K
|
+$120K
|
+4,445
|
New
|
|
|
20
|
Optima Capital
Beaverton,
Oregon
|
$59K
|
+$58.3K
|
+2,151
|
New
|
|
|
21
|
IFP Advisors
Tampa,
Florida
|
$47.9K
|
+$33.7K
|
+1,245
|
+249%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$38.1K
|
-$451K
|
-16,655
|
-92%
|
|
|
23
|
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
|
$7.21K
|
+$7.13K
|
+263
|
New
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$3.18K
|
+$3.14K
|
+116
|
New
|
|
|
25
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
–
|
-$10M
|
-372,080
|
Closed
|
|
