|
1
|
Atria Investments
Charlotte,
North Carolina
|
$2.44M
|
+$2.42M
|
+71,453
|
New
|
|
|
2
|
Cascadia Advisory Services
Portland,
Oregon
|
$2.44M
|
+$2.06M
|
+60,967
|
+593%
|
|
|
3
|
TRUADVICE
Sarasota,
Florida
|
$1.52M
|
-$8.93K
|
-264
|
-0.6%
|
|
|
4
|
Kestra Advisory Services
Austin,
Texas
|
$1.36M
|
-$3.38K
|
-100
|
-0.3%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$1.17M
|
+$1.16M
|
+34,261
|
New
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$792K
|
-$62K
|
-1,834
|
-7%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$585K
|
+$578K
|
+17,085
|
New
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$423K
|
-$803K
|
-23,735
|
-66%
|
|
|
9
|
AE Wealth Management
Topeka,
Kansas
|
$370K
|
-$35K
|
-1,035
|
-9%
|
|
|
10
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$342K
|
–
|
–
|
–
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$209K
|
–
|
–
|
–
|
|
|
12
|
Harbour Investments
Madison,
Wisconsin
|
$202K
|
–
|
–
|
–
|
|
|
13
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$187K
|
-$85.6K
|
-2,532
|
-32%
|
|
|
14
|
tru Independence
Portland,
Oregon
|
$57K
|
+$56.3K
|
+1,663
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$45K
|
+$3.18K
|
+94
|
+8%
|
|
|
16
|
American Portfolios Advisors
Holbrook,
New York
|
$42.6K
|
-$281K
|
-8,298
|
-87%
|
|
|
17
|
Cypress Wealth Services
Palm Desert,
California
|
–
|
-$1.78M
|
-53,461
|
Closed
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.23M
|
-37,015
|
Closed
|
|
|
19
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
–
|
-$285K
|
-8,570
|
Closed
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$267K
|
-8,016
|
Closed
|
|
|
21
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
–
|
-$63K
|
-1,891
|
Closed
|
|
