|
1
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.27M
|
+$1.22M
|
+77,002
|
New
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$909K
|
–
|
–
|
–
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$844K
|
-$15.2K
|
-954
|
-2%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$385K
|
+$131K
|
+8,273
|
+55%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$179K
|
-$31.6K
|
-1,987
|
-15%
|
|
|
6
|
Focused Wealth Management
Newburgh,
New York
|
$178K
|
-$3.15M
|
-198,395
|
-95%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$107K
|
-$4.1K
|
-258
|
-4%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$68K
|
+$4.82K
|
+303
|
+8%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$26K
|
-$5.78K
|
-364
|
-19%
|
|
|
10
|
J. Arnold Wealth Management
Youngstown,
Ohio
|
$6K
|
+$5.56K
|
+350
|
New
|
|
|
11
|
American Portfolios Advisors
Holbrook,
New York
|
$2.47K
|
–
|
–
|
–
|
|
|
12
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$1.85K
|
+$1.97K
|
+124
|
New
|
|
|
13
|
|
–
|
-$583K
|
-36,243
|
Closed
|
|
|
14
|
Quad-Cities Investment Group
Davenport,
Iowa
|
–
|
-$43K
|
-2,732
|
Closed
|
|
|
15
|
Ameritas Investment Company
Lincoln,
Nebraska
|
–
|
-$16K
|
-1,000
|
Closed
|
|
|
16
|
Winch Advisory Services
Appleton,
Wisconsin
|
–
|
-$2K
|
-113
|
Closed
|
|
|
17
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
–
|
-$1K
|
-46
|
Closed
|
|
