Broker-dealer Data Center

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Recruitment & StaffingFinancialsAssets BreakdownCustom Ranking
Year
State
Clearing firm
Revenue
Total Assets
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All 2011-2016 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.

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Firm Total revenue ▼
26Woodbury Financial Services$253,943,000
27INVEST Financial Corp.$249,821,000
28Lincoln Investment Planning, LLC$232,572,000
29First Allied Securities, Inc.$224,607,110
30Triad Advisors, LLC$173,242,000
31American Portfolios Financial Services Inc.$171,486,365
32SII Investments Inc.$169,331,000
33CUNA Brokerage Services Inc.$158,000,000
34Cadaret, Grant & Co. Inc.$149,497,813
35M Holdings Securities Inc. (M Securities)$148,000,000
36Summit Brokerage Services, Inc.$144,458,417
37Centaurus Financial, Inc.$144,455,127
38Transamerica Financial Advisors, Inc.$133,321,914
39Ameritas Investment Company/Ameritas Advisory Services$132,100,000
40Cetera Financial Specialists$128,911,784
41Independent Financial Group, LLC$122,878,000
42Investment Centers of America Inc.$113,429,000
43Securities Service Network LLC$111,608,000
44Grove Point Financial, LLC$107,804,000
45NEXT Financial Group, Inc.$107,787,124
46Geneos Wealth Management Inc.$104,458,839
47Questar Capital Corp.$102,630,400
48Concourse Financial Group Securities, Inc.$97,910,150
49United Planners Financial Services$97,345,505
50KMS Financial Services, Inc.$96,423,461
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    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

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