|
26
|
Cypress Wealth Services
Palm Desert,
California
|
$270K
|
–
|
–
|
–
|
|
|
27
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$268K
|
+$259K
|
+8,245
|
New
|
|
|
28
|
Keystone Wealth Services
Palm Desert,
California
|
$249K
|
+$241K
|
+7,645
|
New
|
|
|
29
|
Kestra Private Wealth Services
Austin,
Texas
|
$236K
|
–
|
–
|
–
|
|
|
30
|
Rockefeller Capital Management
New York
|
$228K
|
–
|
–
|
–
|
|
|
31
|
Cetera Advisor Networks
El Segundo,
California
|
$226K
|
–
|
–
|
–
|
|
|
32
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$213K
|
–
|
–
|
–
|
|
|
33
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$211K
|
–
|
–
|
–
|
|
|
34
|
Independent Financial Group
San Diego,
California
|
$202K
|
+$196K
|
+6,215
|
New
|
|
|
35
|
|
$94.6K
|
+$86.3K
|
+2,742
|
+1,662%
|
|
|
36
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$90.2K
|
+$87.2K
|
+2,772
|
New
|
|
|
37
|
Creative Financial Designs
Kokomo,
Indiana
|
$68.6K
|
-$3.05K
|
-97
|
-4%
|
|
|
38
|
Steward Partners Investment Advisory
New York
|
$53.5K
|
–
|
–
|
–
|
|
|
39
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$26.8K
|
–
|
–
|
–
|
|
|
40
|
Archer Investment Corporation
Carmel,
Indiana
|
$26.8K
|
-$787K
|
-25,000
|
-97%
|
|
|
41
|
IFP Advisors
Tampa,
Florida
|
$13.1K
|
–
|
–
|
–
|
|
|
42
|
|
$260
|
-$157K
|
-5,002
|
-100%
|
|
|
43
|
Advisor Resource Council
Dallas,
Texas
|
–
|
-$1.49M
|
-48,202
|
Closed
|
|
|
44
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
–
|
-$1.07M
|
-34,656
|
Closed
|
|
|
45
|
|
–
|
-$572K
|
-18,466
|
Closed
|
|
|
46
|
Lincoln National Corp
Radnor,
Pennsylvania
|
–
|
-$292K
|
-9,431
|
Closed
|
|
|
47
|
MML Investors Services
Springfield,
Massachusetts
|
–
|
-$243K
|
-7,842
|
Closed
|
|
|
48
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
–
|
-$203K
|
-6,560
|
Closed
|
|
|
49
|
UBS Group
Zurich,
Switzerland
|
–
|
-$44.3K
|
-1,430
|
Closed
|
|
