|
1
|
MTM Financial Group
Bethlehem,
Pennsylvania
|
$5.01M
|
-$207K
|
-6,441
|
-4%
|
|
|
2
|
Atria Investments
Charlotte,
North Carolina
|
$4.48M
|
+$4.62M
|
+143,351
|
New
|
|
|
3
|
OneAscent Financial Services
Birmingham,
Alabama
|
$4.44M
|
+$3.86M
|
+119,820
|
+539%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.64M
|
+$533K
|
+16,553
|
+17%
|
|
|
5
|
IHT Wealth Management
Chicago,
Illinois
|
$2.64M
|
+$2.72M
|
+84,522
|
New
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.97M
|
+$1.56M
|
+48,429
|
+335%
|
|
|
7
|
|
$1.15M
|
+$4.76K
|
+148
|
+0.4%
|
|
|
8
|
MML Investors Services
Springfield,
Massachusetts
|
$789K
|
+$813K
|
+25,257
|
New
|
|
|
9
|
Secure Asset Management
Troy,
Michigan
|
$729K
|
+$128K
|
+3,989
|
+21%
|
|
|
10
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$679K
|
–
|
–
|
–
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$499K
|
+$514K
|
+15,967
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$480K
|
-$2.24M
|
-69,493
|
-82%
|
|
|
13
|
IFP Advisors
Tampa,
Florida
|
$375K
|
-$154K
|
-4,798
|
-27%
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$366K
|
+$377K
|
+11,710
|
New
|
|
|
15
|
PFG Advisors
Phoenix,
Arizona
|
$306K
|
+$315K
|
+9,786
|
New
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$235K
|
+$243K
|
+7,535
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$110K
|
+$114K
|
+3,530
|
New
|
|
|
18
|
Wolff Wiese Magana
Carslbad,
California
|
$102K
|
–
|
–
|
–
|
|
|
19
|
Whittier Trust
South Pasadena,
California
|
$97K
|
–
|
–
|
–
|
|
|
20
|
Cambridge Trust
Cambridge,
Massachusetts
|
$63K
|
+$64.4K
|
+2,000
|
New
|
|
|
21
|
Worth Asset Management
Dallas,
Texas
|
$6K
|
-$187K
|
-5,810
|
-97%
|
|
|
22
|
|
$3K
|
+$1.13K
|
+35
|
+47%
|
|
|
23
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$3K
|
+$3.22K
|
+100
|
New
|
|
|
24
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
–
|
-$4.9M
|
-158,694
|
Closed
|
|
|
25
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
–
|
-$573K
|
-18,570
|
Closed
|
|
