|
1
|
Cypress Wealth Services
Palm Desert,
California
|
$1.78M
|
–
|
–
|
–
|
|
|
2
|
TRUADVICE
Sarasota,
Florida
|
$1.5M
|
+$17.6K
|
+540
|
+1%
|
|
|
3
|
Kestra Advisory Services
Austin,
Texas
|
$1.32M
|
-$207K
|
-6,367
|
-14%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.23M
|
+$157K
|
+4,806
|
+15%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.2M
|
+$671K
|
+20,604
|
+133%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$831K
|
+$63.7K
|
+1,954
|
+8%
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
$395K
|
+$9.74K
|
+299
|
+3%
|
|
|
8
|
Cascadia Advisory Services
Portland,
Oregon
|
$342K
|
+$335K
|
+10,279
|
New
|
|
|
9
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$333K
|
–
|
–
|
–
|
|
|
10
|
American Portfolios Advisors
Holbrook,
New York
|
$318K
|
-$7.66K
|
-235
|
-2%
|
|
|
11
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$285K
|
-$542K
|
-16,631
|
-66%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$267K
|
-$2.38M
|
-72,973
|
-90%
|
|
|
13
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$266K
|
-$57.7K
|
-1,772
|
-18%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$209K
|
–
|
–
|
–
|
|
|
15
|
Harbour Investments
Madison,
Wisconsin
|
$197K
|
+$192K
|
+5,903
|
New
|
|
|
16
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$63K
|
+$61.6K
|
+1,891
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$41K
|
+$40.1K
|
+1,232
|
New
|
|
|
18
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$755K
|
-23,400
|
Closed
|
|
|
19
|
Simplicity Solutions
Minneapolis,
Minnesota
|
–
|
-$379K
|
-11,756
|
Closed
|
|
|
20
|
Private Advisory Group
Redmond,
Washington
|
–
|
-$229K
|
-7,088
|
Closed
|
|
|
21
|
tru Independence
Portland,
Oregon
|
–
|
-$191
|
-5,587
|
Closed
|
|
|
22
|
Oder Investment Management
Woodland Hills,
California
|
–
|
-$21K
|
-651
|
Closed
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
–
|
-$7.63K
|
-234
|
Closed
|
|
