|
1
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$1.45M
|
+$1.57M
|
+53,762
|
New
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.25M
|
+$12.1K
|
+416
|
+0.9%
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$792K
|
+$853K
|
+29,285
|
New
|
|
|
4
|
Private Advisor Group
Morristown,
New Jersey
|
$660K
|
-$316K
|
-10,855
|
-31%
|
|
|
5
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$526K
|
–
|
–
|
–
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$408K
|
+$63.9K
|
+2,194
|
+17%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$346K
|
-$792K
|
-27,161
|
-68%
|
|
|
8
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$306K
|
–
|
–
|
–
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$287K
|
–
|
–
|
–
|
|
|
10
|
Transcend Capital Advisors
Madison,
New Jersey
|
$203K
|
+$219K
|
+7,517
|
New
|
|
|
11
|
Belpointe Asset Management
Reno,
Nevada
|
$197K
|
+$13.1K
|
+448
|
+7%
|
|
|
12
|
Global Retirement Partners
San Rafael,
California
|
$83K
|
+$87.4K
|
+3,000
|
+4,225%
|
|
|
13
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$50K
|
+$54.2K
|
+1,860
|
New
|
|
|
14
|
IFP Advisors
Tampa,
Florida
|
$15K
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$6K
|
+$6.7K
|
+230
|
New
|
|
|
16
|
Mach-1 Financial Group
Rogers,
Arkansas
|
$6K
|
+$7.14K
|
+245
|
New
|
|
|
17
|
Spire Wealth Management
Mclean,
Virginia
|
–
|
-$782K
|
-25,602
|
Closed
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$235K
|
-7,704
|
Closed
|
|
|
19
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
–
|
-$6K
|
-200
|
Closed
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
–
|
-$29
|
-1
|
Closed
|
|
