|
1
|
LPL Financial
San Diego,
California
|
$5.43M
|
+$771K
|
+71,459
|
+17%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.6M
|
+$1.51M
|
+140,261
|
+1,885%
|
|
|
3
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.27M
|
+$1.27M
|
+117,639
|
New
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$909K
|
–
|
–
|
–
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$813K
|
+$811K
|
+75,230
|
New
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$558K
|
+$210K
|
+19,510
|
+61%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$425K
|
-$45.3K
|
-4,205
|
-10%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$414K
|
+$413K
|
+38,336
|
New
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$317K
|
+$316K
|
+29,289
|
New
|
|
|
10
|
American Portfolios Advisors
Holbrook,
New York
|
$163K
|
+$159K
|
+14,710
|
+3,678%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$139K
|
+$139K
|
+12,874
|
New
|
|
|
12
|
Kore Private Wealth
New York
|
$127K
|
+$1.18K
|
+109
|
+0.9%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$85K
|
-$40.6K
|
-3,764
|
-32%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$17K
|
+$17.1K
|
+1,581
|
New
|
|
|
15
|
Focused Wealth Management
Newburgh,
New York
|
$11K
|
-$44.2K
|
-4,102
|
-80%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$10K
|
+$9.71K
|
+900
|
New
|
|
|
17
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
–
|
-$291K
|
-35,969
|
Closed
|
|
|
18
|
Ameritas Investment Company
Lincoln,
Nebraska
|
–
|
-$8K
|
-1,000
|
Closed
|
|
|
19
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
–
|
-$1.01K
|
-125
|
Closed
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$11
|
+1
|
New
|
|
