|
1
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$7.29M
|
+$7.36M
|
+333,224
|
New
|
|
|
2
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$3.14M
|
+$157K
|
+7,084
|
+5%
|
|
|
3
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.84M
|
+$49.5K
|
+2,241
|
+2%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.19M
|
–
|
–
|
–
|
|
|
5
|
Investors Research Corp
Atlanta,
Georgia
|
$1.64M
|
-$30K
|
-1,359
|
-2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.29M
|
+$421K
|
+19,035
|
+48%
|
|
|
7
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$1.15M
|
+$1.16M
|
+52,551
|
New
|
|
|
8
|
Cetera Advisor Networks
El Segundo,
California
|
$733K
|
+$741K
|
+33,510
|
New
|
|
|
9
|
First Trust Advisors
Wheaton,
Illinois
|
$544K
|
–
|
–
|
–
|
|
|
10
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$415K
|
+$90.4K
|
+4,089
|
+29%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$330K
|
-$126K
|
-5,716
|
-27%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$330K
|
-$150K
|
-6,800
|
-31%
|
|
|
13
|
Rockefeller Capital Management
New York
|
$224K
|
-$158K
|
-7,127
|
-41%
|
|
|
14
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$39.4K
|
-$187K
|
-8,455
|
-82%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$17.5K
|
+$17.6K
|
+798
|
New
|
|
|
16
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$16.3K
|
+$16.4K
|
+743
|
New
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$9K
|
+$44
|
+2
|
+0.5%
|
|
|
18
|
Belpointe Asset Management
Reno,
Nevada
|
$5.79K
|
+$5.86K
|
+265
|
New
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$1K
|
–
|
–
|
–
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$22
|
–
|
–
|
–
|
|
|
21
|
|
–
|
-$417K
|
-18,783
|
Closed
|
|
|
22
|
First Horizon Advisors
Memphis,
Tennessee
|
–
|
-$3K
|
-172
|
Closed
|
|
