|
1
|
Kestra Private Wealth Services
Austin,
Texas
|
$8.24M
|
-$785K
|
-22,405
|
-9%
|
|
|
2
|
Surience Private Wealth
Yakima,
Washington
|
$5.62M
|
+$5.69M
|
+162,514
|
New
|
|
|
3
|
One Plus One Wealth Management
Jupiter,
Florida
|
$4.57M
|
+$37.4K
|
+1,066
|
+0.8%
|
|
|
4
|
World Equity Group
Schaumburg,
Illinois
|
$2.99M
|
+$3.03M
|
+86,511
|
New
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$596K
|
-$27.3K
|
-779
|
-4%
|
|
|
6
|
S.C. Financial Services
Scottsdale,
Arizona
|
$553K
|
-$57.6K
|
-1,645
|
-9%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$551K
|
+$7.32K
|
+209
|
+1%
|
|
|
8
|
Empirical Finance
Havertown,
Pennsylvania
|
$448K
|
+$35
|
+1
|
+0%
|
|
|
9
|
|
$448K
|
+$454K
|
+12,959
|
New
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$431K
|
-$24.2K
|
-692
|
-5%
|
|
|
11
|
Clearview Wealth Advisors
Salem,
Oregon
|
$429K
|
-$8.13K
|
-232
|
-2%
|
|
|
12
|
Raymond James Trust
St. Petersburg,
Florida
|
$300K
|
–
|
–
|
–
|
|
|
13
|
LPL Financial
San Diego,
California
|
$243K
|
+$3.92K
|
+112
|
+2%
|
|
|
14
|
Clear Creek Financial Management
Silverdale,
Washington
|
$213K
|
–
|
–
|
–
|
|
|
15
|
|
$69K
|
–
|
–
|
–
|
|
|
16
|
Janiczek Wealth Management
Denver,
Colorado
|
$41K
|
–
|
–
|
–
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$35K
|
–
|
–
|
–
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$21K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13K
|
-$1.32M
|
-37,635
|
-99%
|
|
|
20
|
MY Wealth Management
Germantown,
Maryland
|
–
|
-$7.21M
|
-195,470
|
Closed
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$17K
|
-463
|
Closed
|
|
