|
1
|
LPL Financial
San Diego,
California
|
$809K
|
-$70.3K
|
-2,653
|
-7%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$589K
|
–
|
–
|
–
|
|
|
3
|
|
$555K
|
+$615K
|
+23,180
|
New
|
|
|
4
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$449K
|
-$43.6K
|
-1,644
|
-8%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$297K
|
+$4.64K
|
+175
|
+1%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$293K
|
-$50.7K
|
-1,912
|
-14%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$230K
|
+$255K
|
+9,605
|
New
|
|
|
8
|
Rockefeller Capital Management
New York
|
$75.6K
|
+$13.4K
|
+504
|
+19%
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$55.7K
|
+$61.6K
|
+2,325
|
New
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$35K
|
+$38.3K
|
+1,443
|
+14,430%
|
|
|
11
|
Allworth Financial
Folsom,
California
|
$29.8K
|
-$8.48K
|
-320
|
-20%
|
|
|
12
|
IFP Advisors
Tampa,
Florida
|
$16K
|
–
|
–
|
–
|
|
|
13
|
International Assets Investment Management
Orlando,
Florida
|
$6.61K
|
+$7.32K
|
+276
|
New
|
|
|
14
|
SJS Investment Consulting
Sylvania,
Ohio
|
$6.2K
|
–
|
–
|
–
|
|
|
15
|
Asset Dedication LLC
San Francisco,
California
|
$5.85K
|
+$159
|
+6
|
+3%
|
|
|
16
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$5.78K
|
+$186
|
+7
|
+3%
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$5.72K
|
+$6.34K
|
+239
|
New
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.03K
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$5.01K
|
-$124K
|
-4,680
|
-96%
|
|
|
20
|
Acumen Wealth Advisors
Chattanooga,
Tennessee
|
$4.89K
|
+$5.41K
|
+204
|
New
|
|
|
21
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$4.79K
|
–
|
–
|
–
|
|
|
22
|
Wealth Preservation Advisors
Chattanooga,
Tennessee
|
$4.69K
|
–
|
–
|
–
|
|
|
23
|
MAI Capital Management
Independence,
Ohio
|
$3.59K
|
–
|
–
|
–
|
|
|
24
|
Spire Wealth Management
Mclean,
Virginia
|
$3.07K
|
-$557
|
-21
|
-14%
|
|
|
25
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$3.07K
|
–
|
–
|
–
|
|
