|
1
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$17.3M
|
+$247K
|
+7,165
|
+1%
|
|
|
2
|
PRW Wealth Management
Quincy,
Massachusetts
|
$8.35M
|
+$8.21M
|
+238,770
|
New
|
|
|
3
|
Cypress Wealth Services
Palm Desert,
California
|
$5.34M
|
–
|
–
|
–
|
|
|
4
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$4.57M
|
-$65.6K
|
-1,907
|
-1%
|
|
|
5
|
Beck Capital Management
Austin,
Texas
|
$3.22M
|
-$41.8K
|
-1,215
|
-1%
|
|
|
6
|
TRUADVICE
Sarasota,
Florida
|
$1.63M
|
-$108K
|
-3,139
|
-6%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.26M
|
+$1.24M
|
+36,182
|
New
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$816K
|
+$98K
|
+2,849
|
+14%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$669K
|
-$32.6K
|
-949
|
-5%
|
|
|
10
|
Wolverine Trading
Chicago,
Illinois
|
$501K
|
+$187K
|
+5,426
|
+61%
|
|
|
11
|
Cascadia Advisory Services
Portland,
Oregon
|
$452K
|
+$445K
|
+12,930
|
New
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$431K
|
-$12.6K
|
-365
|
-3%
|
|
|
13
|
Spire Wealth Management
Mclean,
Virginia
|
$405K
|
+$398K
|
+11,579
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$391K
|
-$1.2K
|
-35
|
-0.3%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$388K
|
-$189K
|
-5,505
|
-33%
|
|
|
16
|
Cetera Advisors
Denver,
Colorado
|
$287K
|
-$171K
|
-4,971
|
-38%
|
|
|
17
|
M Holdings Securities
Portland,
Oregon
|
$231K
|
+$227K
|
+6,605
|
New
|
|
|
18
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$140K
|
–
|
–
|
–
|
|
|
19
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$80K
|
–
|
–
|
–
|
|
|
20
|
American Portfolios Advisors
Holbrook,
New York
|
$11.4K
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$6K
|
+$5.5K
|
+160
|
New
|
|
|
22
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$1.85M
|
-54,329
|
Closed
|
|
|
23
|
Legacy Private Trust
Neenah,
Wisconsin
|
–
|
-$617K
|
-18,121
|
Closed
|
|
|
24
|
Echo Wealth Management
Plymouth,
Minnesota
|
–
|
-$437K
|
-12,820
|
Closed
|
|
|
25
|
Ameritas Investment Company
Lincoln,
Nebraska
|
–
|
-$255K
|
-7,487
|
Closed
|
|
