|
1
|
LPL Financial
San Diego,
California
|
$1.83M
|
-$1.52M
|
-53,665
|
-45%
|
|
|
2
|
Silver Oak Securities
Jackson,
Tennessee
|
$945K
|
-$10K
|
-354
|
-1%
|
|
|
3
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$604K
|
-$87.4K
|
-3,086
|
-12%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$427K
|
+$437K
|
+15,451
|
New
|
|
|
5
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$344K
|
-$24.4K
|
-861
|
-6%
|
|
|
6
|
Atria Wealth Solutions
New York
|
$299K
|
-$18.5K
|
-652
|
-6%
|
|
|
7
|
Arrowroot Family Office
Marina Del Rey,
California
|
$280K
|
+$287K
|
+10,123
|
New
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$235K
|
-$299K
|
-10,556
|
-55%
|
|
|
9
|
Financial Advocates Investment Management
Olympia,
Washington
|
$229K
|
-$37.4K
|
-1,323
|
-14%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$218K
|
+$3.48K
|
+123
|
+2%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$208K
|
–
|
–
|
–
|
|
|
12
|
Mach-1 Financial Group
Rogers,
Arkansas
|
$91.2K
|
+$93.5K
|
+3,302
|
New
|
|
|
13
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$90.4K
|
+$92.6K
|
+3,273
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$81.7K
|
+$27.8K
|
+983
|
+50%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$47K
|
-$453
|
-16
|
-0.9%
|
|
|
16
|
Global Retirement Partners
San Rafael,
California
|
$41.6K
|
+$2.83K
|
+100
|
+7%
|
|
|
17
|
Belpointe Asset Management
Reno,
Nevada
|
$34.7K
|
-$5.15K
|
-182
|
-13%
|
|
|
18
|
Harbour Investments
Madison,
Wisconsin
|
$33.9K
|
-$1.67K
|
-59
|
-5%
|
|
|
19
|
Geneos Wealth Management
Englewood,
Colorado
|
$27.6K
|
+$8.49K
|
+300
|
+43%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$8
|
-$28
|
-1
|
Closed
|
|
|
21
|
IFP Advisors
Tampa,
Florida
|
–
|
-$96K
|
-4,393
|
Closed
|
|
