|
1
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$3.63M
|
-$150K
|
-6,505
|
-4%
|
|
|
2
|
WPWealth
Fort Worth,
Texas
|
$1.31M
|
-$665K
|
-28,839
|
-34%
|
|
|
3
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.23M
|
-$26.5K
|
-1,150
|
-2%
|
|
|
4
|
Avantax Advisory Services
Dallas,
Texas
|
$931K
|
–
|
–
|
–
|
|
|
5
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$627K
|
+$625K
|
+27,089
|
New
|
|
|
6
|
|
$618K
|
+$616K
|
+26,703
|
New
|
|
|
7
|
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
$614K
|
–
|
–
|
–
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$540K
|
+$97.9K
|
+4,247
|
+22%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$501K
|
-$5.76K
|
-250
|
-1%
|
|
|
10
|
Krilogy Financial
St. Louis,
Missouri
|
$478K
|
-$96.8K
|
-4,200
|
-17%
|
|
|
11
|
Cetera Advisor Networks
El Segundo,
California
|
$384K
|
–
|
–
|
–
|
|
|
12
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$361K
|
+$119K
|
+5,152
|
+49%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$346K
|
-$60.1K
|
-2,609
|
-15%
|
|
|
14
|
Tradition Wealth Management
Edina,
Minnesota
|
$337K
|
-$1.71K
|
-74
|
-0.5%
|
|
|
15
|
Compass Advisory Group
Melville,
New York
|
$326K
|
-$19.4K
|
-840
|
-6%
|
|
|
16
|
Sunbelt Securities
Houston,
Texas
|
$151K
|
+$150K
|
+6,527
|
New
|
|
|
17
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$51.3K
|
–
|
–
|
–
|
|
|
18
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$39K
|
-$75K
|
-3,255
|
-66%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$24.2K
|
+$24.1K
|
+1,044
|
New
|
|
|
20
|
Advisornet Financial
Minnetonka,
Minnesota
|
$4.4K
|
–
|
–
|
–
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$116
|
–
|
–
|
–
|
|
|
22
|
Corrado Advisors
Ramsey,
New Jersey
|
–
|
-$965K
|
-43,361
|
Closed
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$963K
|
-43,229
|
Closed
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
–
|
-$1.4K
|
-63
|
Closed
|
|
