|
1
|
FullCircle Wealth
Dallas,
Texas
|
$1.87M
|
+$1.17M
|
+77,314
|
+167%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.59M
|
-$11.1K
|
-734
|
-0.7%
|
|
|
3
|
Atlas Financial Advisors
Oroville,
California
|
$989K
|
+$1.01M
|
+66,176
|
New
|
|
|
4
|
Congress Wealth Management
Boston,
Massachusetts
|
$806K
|
-$8.93K
|
-588
|
-1%
|
|
|
5
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$631K
|
+$122K
|
+8,014
|
+23%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$467K
|
-$14.8K
|
-972
|
-3%
|
|
|
7
|
|
$340K
|
–
|
–
|
–
|
|
|
8
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$238K
|
-$22.4K
|
-1,473
|
-8%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$179K
|
+$182K
|
+12,000
|
New
|
|
|
10
|
|
$179K
|
-$124K
|
-8,175
|
-41%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$151K
|
-$7.68K
|
-506
|
-5%
|
|
|
12
|
Farther Finance Advisors
San Francisco,
California
|
$10.1K
|
+$167
|
+11
|
+2%
|
|
|
13
|
Decker Retirement Planning
Levi,
Utah
|
$3.74K
|
+$3.8K
|
+250
|
New
|
|
|
14
|
Parallel Advisors
San Francisco,
California
|
$2.53K
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1K
|
+$1.14K
|
+75
|
New
|
|
|
16
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$297
|
+$304
|
+20
|
New
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
–
|
-$275K
|
-17,903
|
Closed
|
|
|
18
|
Adams Wealth Management
Logan,
Utah
|
–
|
-$154K
|
-10,016
|
Closed
|
|
|
19
|
CacheTech Inc
Logan,
Utah
|
–
|
-$154K
|
-10,016
|
Closed
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
–
|
-$135K
|
-8,783
|
Closed
|
|
|
21
|
International Assets Investment Management
Orlando,
Florida
|
–
|
-$58.9K
|
-1,808
|
Closed
|
|
