|
1
|
LPL Financial
San Diego,
California
|
$6.62M
|
+$634K
|
+59,436
|
+12%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$909K
|
–
|
–
|
–
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$906K
|
+$372K
|
+34,868
|
+81%
|
|
|
4
|
PGIM Custom Harvest
Newark,
New Jersey
|
$740K
|
+$680K
|
+63,696
|
New
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$721K
|
-$124K
|
-11,628
|
-16%
|
|
|
6
|
|
$548K
|
-$1.07K
|
-100
|
-0.2%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$411K
|
-$18.6K
|
-1,739
|
-5%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$383K
|
-$186K
|
-17,410
|
-35%
|
|
|
9
|
Steward Partners Investment Advisory
New York
|
$260K
|
+$239K
|
+22,375
|
New
|
|
|
10
|
AE Wealth Management
Topeka,
Kansas
|
$210K
|
+$193K
|
+18,098
|
New
|
|
|
11
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$208K
|
+$191K
|
+17,904
|
New
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$138K
|
-$491K
|
-46,020
|
-79%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$123K
|
-$39.7K
|
-3,720
|
-26%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$36K
|
-$160K
|
-14,950
|
-83%
|
|
|
15
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$34K
|
+$31.5K
|
+2,953
|
New
|
|
|
16
|
American Portfolios Advisors
Holbrook,
New York
|
$25K
|
-$800
|
-75
|
-3%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$22K
|
-$984K
|
-92,245
|
-98%
|
|
|
18
|
Focused Wealth Management
Newburgh,
New York
|
$11K
|
+$11
|
+1
|
+0.1%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$7K
|
-$29.7K
|
-2,780
|
-81%
|
|
|
20
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
–
|
-$1.1M
|
-118,367
|
Closed
|
|
|
21
|
Kore Private Wealth
New York
|
–
|
-$111K
|
-11,879
|
Closed
|
|
