|
1
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$3.03M
|
+$607K
|
+25,741
|
+23%
|
|
|
2
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.83M
|
-$143K
|
-6,076
|
-5%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.22M
|
–
|
–
|
–
|
|
|
4
|
Investors Research Corp
Atlanta,
Georgia
|
$1.69M
|
-$7.03K
|
-298
|
-0.4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$886K
|
+$282K
|
+11,942
|
+43%
|
|
|
6
|
First Trust Advisors
Wheaton,
Illinois
|
$551K
|
-$118K
|
-5,000
|
-17%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$485K
|
–
|
–
|
–
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$461K
|
+$491K
|
+20,806
|
New
|
|
|
9
|
|
$417K
|
+$134K
|
+5,686
|
+43%
|
|
|
10
|
Rockefeller Capital Management
New York
|
$385K
|
-$52.2K
|
-2,214
|
-11%
|
|
|
11
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$312K
|
+$336K
|
+14,248
|
New
|
|
|
12
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$244K
|
-$6.75K
|
-286
|
-3%
|
|
|
13
|
IFP Advisors
Tampa,
Florida
|
$10K
|
–
|
–
|
–
|
|
|
14
|
First Horizon Advisors
Memphis,
Tennessee
|
$3K
|
–
|
–
|
–
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$1K
|
-$330
|
-14
|
-28%
|
|
|
16
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$5.53M
|
-232,265
|
Closed
|
|
|
17
|
Prospera Financial Services
Dallas,
Texas
|
–
|
-$96K
|
-4,025
|
Closed
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
–
|
-$9K
|
-362
|
Closed
|
|
|
19
|
|
–
|
-$1K
|
-62
|
Closed
|
|
