|
1
|
AE Wealth Management
Topeka,
Kansas
|
$9.16M
|
-$344K
|
-13,288
|
-4%
|
|
|
2
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$5.27M
|
-$129K
|
-5,000
|
-3%
|
|
|
3
|
Kestra Advisory Services
Austin,
Texas
|
$2.65M
|
+$124K
|
+4,770
|
+5%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.07M
|
-$2.6M
|
-100,555
|
-72%
|
|
|
5
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$690K
|
-$6.47K
|
-250
|
-1%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$632K
|
-$847K
|
-32,719
|
-58%
|
|
|
7
|
Great Lakes Retirement
Sandusky,
Ohio
|
$518K
|
-$48.1K
|
-1,858
|
-9%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$489K
|
-$145K
|
-5,601
|
-24%
|
|
|
9
|
Atria Wealth Solutions
New York
|
$393K
|
–
|
–
|
–
|
|
|
10
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$249K
|
-$30.6K
|
-1,182
|
-11%
|
|
|
11
|
Advisornet Financial
Minnetonka,
Minnesota
|
$31.4K
|
+$29.9K
|
+1,155
|
New
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$25K
|
–
|
–
|
–
|
|
|
13
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$11.5K
|
+$11K
|
+425
|
New
|
|
|
14
|
Impact Partnership Wealth
Marietta,
Georgia
|
$1.17K
|
+$1.11K
|
+43
|
New
|
|
|
15
|
Richard W. Paul & Associates
Novi,
Michigan
|
$190
|
-$129
|
-5
|
-42%
|
|
|
16
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$333K
|
-13,106
|
Closed
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$228K
|
-8,975
|
Closed
|
|
|
18
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$153K
|
-6,040
|
Closed
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
–
|
-$88K
|
-3,464
|
Closed
|
|
|
20
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
–
|
-$1.47K
|
-58
|
Closed
|
|
