|
1
|
Evergreen Capital Management
Bellevue,
Washington
|
$16.4M
|
+$16.1K
|
+421
|
+0.1%
|
|
|
2
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$13.5M
|
-$3.88M
|
-101,685
|
-22%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$3.77M
|
+$45.7K
|
+1,197
|
+1%
|
|
|
4
|
|
$3.07M
|
-$10.2M
|
-267,241
|
-77%
|
|
|
5
|
Prosperity Financial Group
San Ramon,
California
|
$1.19M
|
+$1.19M
|
+31,284
|
New
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$657K
|
+$20.9K
|
+547
|
+3%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$489K
|
-$1.04M
|
-27,214
|
-68%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$413K
|
-$2.49M
|
-65,345
|
-86%
|
|
|
9
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$411K
|
+$2.1K
|
+55
|
+0.5%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$395K
|
-$168K
|
-4,411
|
-30%
|
|
|
11
|
Steward Partners Investment Advisory
New York
|
$382K
|
–
|
–
|
–
|
|
|
12
|
Cetera Advisor Networks
El Segundo,
California
|
$381K
|
+$380K
|
+9,970
|
New
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$309K
|
-$39.2K
|
-1,028
|
-11%
|
|
|
14
|
Atria Wealth Solutions
New York
|
$305K
|
+$304K
|
+7,971
|
New
|
|
|
15
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$247K
|
–
|
–
|
–
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$241K
|
-$39.9K
|
-1,046
|
-14%
|
|
|
17
|
Madison Wealth Partners
Madison,
Wisconsin
|
$206K
|
-$16.6K
|
-436
|
-7%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$203K
|
+$73.4K
|
+1,924
|
+57%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$125K
|
-$16.6K
|
-436
|
-12%
|
|
|
20
|
Raleigh Capital Management
Cary,
North Carolina
|
$66K
|
+$66K
|
+1,729
|
New
|
|
|
21
|
Westside Investment Management
Santa Monica,
California
|
$45.8K
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17K
|
–
|
–
|
–
|
|
|
23
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
–
|
-$3.12M
|
-82,651
|
Closed
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
–
|
-$563K
|
-14,927
|
Closed
|
|
|
25
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
–
|
-$288K
|
-7,640
|
Closed
|
|
