|
1
|
AllianceBernstein
Nashville,
Tennessee
|
$110M
|
+$17.7M
|
+713,096
|
+19%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$27.9M
|
-$6.46M
|
-260,111
|
-19%
|
|
|
3
|
|
$9.37M
|
+$3.29M
|
+132,535
|
+53%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.88M
|
-$211K
|
-8,477
|
-3%
|
|
|
5
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$6.01M
|
+$177K
|
+7,140
|
+3%
|
|
|
6
|
|
$5.28M
|
-$14M
|
-562,793
|
-72%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.77M
|
+$3.81M
|
+153,259
|
New
|
|
|
8
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.03M
|
+$1.79M
|
+72,142
|
+692%
|
|
|
9
|
Platform Technology Partners
New York
|
$1.74M
|
–
|
–
|
–
|
|
|
10
|
Private Advisor Group
Morristown,
New Jersey
|
$1.38M
|
-$288K
|
-11,605
|
-17%
|
|
|
11
|
Journey Strategic Wealth
Summit,
New Jersey
|
$1.36M
|
+$496K
|
+19,967
|
+57%
|
|
|
12
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$1.12M
|
-$65.8K
|
-2,647
|
-6%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$772K
|
-$140K
|
-5,620
|
-15%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$751K
|
+$327K
|
+13,160
|
+76%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$603K
|
+$399K
|
+16,046
|
+190%
|
|
|
16
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$601K
|
+$73.3K
|
+2,950
|
+14%
|
|
|
17
|
Ausdal Financial Partners
Davenport,
Iowa
|
$533K
|
-$17.5K
|
-705
|
-3%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$494K
|
+$820
|
+33
|
+0.2%
|
|
|
19
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$404K
|
-$281K
|
-11,301
|
-41%
|
|
|
20
|
RFG Advisory
Birmingham,
Alabama
|
$248K
|
+$250K
|
+10,082
|
New
|
|
|
21
|
Encompass Wealth Advisors
Portland,
Oregon
|
$239K
|
+$24.8K
|
+1,000
|
+11%
|
|
|
22
|
Private Trust Company
Cleveland,
Ohio
|
$235K
|
+$13.1K
|
+529
|
+6%
|
|
|
23
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$229K
|
+$231K
|
+9,295
|
New
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$2.13M
|
-84,739
|
Closed
|
|
|
25
|
Flow Traders U.S.
New York
|
–
|
-$1.17M
|
-47,006
|
Closed
|
|
