|
1
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$32.1M
|
-$601K
|
-33,018
|
-2%
|
|
|
2
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.16M
|
-$92.5K
|
-5,083
|
-7%
|
|
|
3
|
Atria Investments
Charlotte,
North Carolina
|
$496K
|
+$5.66K
|
+311
|
+1%
|
|
|
4
|
|
$290K
|
-$140K
|
-7,702
|
-32%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$265K
|
-$10.2K
|
-563
|
-4%
|
|
|
6
|
Farther Finance Advisors
San Francisco,
California
|
$230K
|
+$13.7K
|
+751
|
+6%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$140K
|
+$4.55K
|
+250
|
+3%
|
|
|
8
|
BFC Planning, Inc.
Cedar Rapids,
Iowa
|
$33.3K
|
+$33.8K
|
+1,857
|
New
|
|
|
9
|
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
|
$20.9K
|
+$21.3K
|
+1,169
|
New
|
|
|
10
|
International Assets Investment Management
Orlando,
Florida
|
$9.9K
|
+$10K
|
+550
|
New
|
|
|
11
|
Delta Asset Management
Memphis,
Tennessee
|
$7.7K
|
–
|
–
|
–
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$3.28K
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$215
|
+$218
|
+12
|
New
|
|
|
14
|
Larson Financial Group
St Louis,
Missouri
|
$90
|
+$91
|
+5
|
New
|
|
|
15
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
–
|
-$1.82M
|
-98,525
|
Closed
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
-$8K
|
-414
|
Closed
|
|
|
17
|
|
–
|
-$23
|
-1
|
Closed
|
|
