|
1
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$2.84M
|
+$126K
|
+3,690
|
+5%
|
|
|
2
|
Kestra Advisory Services
Austin,
Texas
|
$2.83M
|
-$284K
|
-8,279
|
-9%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.77M
|
-$100K
|
-2,923
|
-5%
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.64M
|
+$1.32M
|
+38,549
|
+384%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.31M
|
+$580K
|
+16,935
|
+77%
|
|
|
6
|
Diligent Investors
Redlands,
California
|
$918K
|
+$85.6K
|
+2,500
|
+10%
|
|
|
7
|
Harbour Investments
Madison,
Wisconsin
|
$820K
|
-$77.1K
|
-2,251
|
-8%
|
|
|
8
|
Cary Street Partners
Richmond,
Virginia
|
$543K
|
+$17.1K
|
+499
|
+3%
|
|
|
9
|
QTR Family Wealth
Lake Mary,
Florida
|
$396K
|
+$402K
|
+11,738
|
New
|
|
|
10
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$270K
|
+$5.58K
|
+163
|
+2%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$240K
|
+$27.9K
|
+813
|
+13%
|
|
|
12
|
Sequent Planning
Omaha,
Nebraska
|
$211K
|
–
|
–
|
–
|
|
|
13
|
IFP Advisors
Tampa,
Florida
|
$202K
|
–
|
–
|
–
|
|
|
14
|
PFS Partners
Mine Hill,
New Jersey
|
$150K
|
-$4.04K
|
-118
|
-3%
|
|
|
15
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$61.9K
|
–
|
–
|
–
|
|
|
16
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$43.8K
|
–
|
–
|
–
|
|
|
17
|
IMG Wealth Management
Jacksonville,
Florida
|
$38.8K
|
–
|
–
|
–
|
|
|
18
|
Barclays
London,
United Kingdom
|
$27.7K
|
+$3.25K
|
+95
|
+13%
|
|
|
19
|
SOA Wealth Advisors
New York
|
$18.8K
|
–
|
–
|
–
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$2.29K
|
+$2.33K
|
+68
|
New
|
|
|
21
|
|
$18
|
–
|
–
|
–
|
|
|
22
|
|
–
|
-$693K
|
-20,376
|
Closed
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
–
|
-$296K
|
-8,700
|
Closed
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$272K
|
-7,996
|
Closed
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$263K
|
-7,737
|
Closed
|
|
