|
1
|
AllianceBernstein
Nashville,
Tennessee
|
$83.6M
|
-$17.1K
|
-683
|
-0%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$33.9M
|
+$33.8M
|
+1,348,071
|
New
|
|
|
3
|
|
$15.2M
|
+$15.1M
|
+603,082
|
New
|
|
|
4
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$5.57M
|
+$671K
|
+26,733
|
+14%
|
|
|
5
|
|
$4.95M
|
+$4.94M
|
+196,962
|
New
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.03M
|
+$3.01M
|
+120,140
|
New
|
|
|
7
|
Platform Technology Partners
New York
|
$1.77M
|
–
|
–
|
–
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.7M
|
+$1.01M
|
+40,056
|
+146%
|
|
|
9
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$1.24M
|
-$56.3K
|
-2,244
|
-4%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.2M
|
+$1.2M
|
+47,754
|
New
|
|
|
11
|
Journey Strategic Wealth
Summit,
New Jersey
|
$861K
|
-$331K
|
-13,208
|
-28%
|
|
|
12
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$461K
|
+$460K
|
+18,339
|
New
|
|
|
13
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$440K
|
+$25.1K
|
+1,000
|
+6%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$440K
|
–
|
–
|
–
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
$338K
|
+$337K
|
+13,435
|
New
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$329K
|
+$328K
|
+13,086
|
New
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$288K
|
+$288K
|
+11,467
|
New
|
|
|
18
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$262K
|
+$262K
|
+10,432
|
New
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$224K
|
-$26.2K
|
-1,046
|
-11%
|
|
|
20
|
Strategic Blueprint
Atlanta,
Georgia
|
$201K
|
+$200K
|
+7,990
|
New
|
|
|
21
|
Private Trust Company
Cleveland,
Ohio
|
$193K
|
+$193K
|
+7,688
|
New
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$18.7K
|
+$4.97K
|
+198
|
+36%
|
|
|
23
|
Barclays
London,
United Kingdom
|
–
|
-$3.07M
|
-122,809
|
Closed
|
|
|
24
|
Flow Traders U.S.
New York
|
–
|
-$341K
|
-13,645
|
Closed
|
|
