|
1
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$3.2M
|
-$19.5K
|
-570
|
-0.6%
|
|
|
2
|
PRW Wealth Management
Quincy,
Massachusetts
|
$2.92M
|
+$2.91M
|
+85,056
|
New
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.2M
|
-$105K
|
-3,066
|
-5%
|
|
|
4
|
American Portfolios Advisors
Holbrook,
New York
|
$1.54M
|
-$289K
|
-8,456
|
-16%
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$1.08M
|
+$27.7K
|
+809
|
+3%
|
|
|
6
|
WealthPLAN Partners
Omaha,
Nebraska
|
$842K
|
+$818K
|
+23,906
|
New
|
|
|
7
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$573K
|
+$556K
|
+16,250
|
New
|
|
|
8
|
TRUADVICE
Sarasota,
Florida
|
$557K
|
-$3.58M
|
-104,463
|
-87%
|
|
|
9
|
Beacon Financial Group
Dallas,
Texas
|
$497K
|
–
|
–
|
–
|
|
|
10
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$396K
|
–
|
–
|
–
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$350K
|
-$196K
|
-5,730
|
-36%
|
|
|
12
|
Wolverine Trading
Chicago,
Illinois
|
$345K
|
-$149K
|
-4,362
|
-30%
|
|
|
13
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$343K
|
+$342K
|
+10,000
|
New
|
|
|
14
|
Cascadia Advisory Services
Portland,
Oregon
|
$331K
|
+$10K
|
+293
|
+3%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$315K
|
-$15.4K
|
-450
|
-5%
|
|
|
16
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$230K
|
–
|
–
|
–
|
|
|
17
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$220K
|
–
|
–
|
–
|
|
|
18
|
Archer Investment Corporation
Carmel,
Indiana
|
$211K
|
-$241K
|
-7,042
|
-53%
|
|
|
19
|
Centaurus Financial
Anaheim,
California
|
$112K
|
–
|
–
|
–
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
$96K
|
–
|
–
|
–
|
|
|
21
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$45K
|
–
|
–
|
–
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$17K
|
-$49.1K
|
-1,433
|
-74%
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
$7K
|
–
|
–
|
–
|
|
|
24
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$1K
|
+$1.03K
|
+30
|
New
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.81M
|
-53,395
|
Closed
|
|
