|
1
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.59M
|
+$362K
|
+10,964
|
+16%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.48M
|
+$92.7K
|
+2,809
|
+7%
|
|
|
3
|
Nvest Financial
Portsmouth,
New Hampshire
|
$1.17M
|
-$169K
|
-5,111
|
-13%
|
|
|
4
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$1.06M
|
-$660K
|
-20,000
|
-39%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$905K
|
+$135K
|
+4,081
|
+18%
|
|
|
6
|
Old Mission Capital
Chicago,
Illinois
|
$668K
|
+$665K
|
+20,131
|
New
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$507K
|
-$13.6K
|
-411
|
-3%
|
|
|
8
|
Atria Wealth Solutions
New York
|
$422K
|
-$235K
|
-7,106
|
-36%
|
|
|
9
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$343K
|
-$23.6K
|
-714
|
-6%
|
|
|
10
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$336K
|
–
|
–
|
–
|
|
|
11
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$276K
|
-$4.72K
|
-143
|
-2%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$242K
|
–
|
–
|
–
|
|
|
13
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$234K
|
-$363
|
-11
|
-0.2%
|
|
|
14
|
Jim Saulnier & Associates
Fort Collins,
Colorado
|
$215K
|
-$53.3K
|
-1,614
|
-20%
|
|
|
15
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$202K
|
-$88.5K
|
-2,680
|
-31%
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$183K
|
–
|
–
|
–
|
|
|
17
|
Brown Brothers Harriman & Co
New York
|
$56.4K
|
+$56.1K
|
+1,700
|
New
|
|
|
18
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$48K
|
–
|
–
|
–
|
|
|
19
|
Harbour Investments
Madison,
Wisconsin
|
$35.6K
|
–
|
–
|
–
|
|
|
20
|
AE Wealth Management
Topeka,
Kansas
|
$31K
|
+$30.8K
|
+933
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$14.1K
|
+$12.7K
|
+385
|
+987%
|
|
|
22
|
NBC Securities
Birmingham,
Alabama
|
$49
|
-$49.5K
|
-1,499
|
-100%
|
|
|
23
|
|
–
|
-$681K
|
-20,930
|
Closed
|
|
