|
1
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.4M
|
-$400K
|
-12,384
|
-10%
|
|
|
2
|
IHT Wealth Management
Chicago,
Illinois
|
$1.64M
|
-$1.09M
|
-33,758
|
-40%
|
|
|
3
|
|
$1.28M
|
-$4.98M
|
-154,195
|
-79%
|
|
|
4
|
Belpointe Asset Management
Reno,
Nevada
|
$1.05M
|
+$1.04M
|
+32,165
|
+6,687%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$587K
|
+$71K
|
+2,200
|
+14%
|
|
|
6
|
OneAscent Financial Services
Birmingham,
Alabama
|
$574K
|
-$3.33M
|
-103,001
|
-85%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$569K
|
+$572K
|
+17,704
|
New
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$502K
|
+$122K
|
+3,771
|
+32%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$495K
|
-$46.3K
|
-1,434
|
-9%
|
|
|
10
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$446K
|
-$221K
|
-6,856
|
-33%
|
|
|
11
|
Spire Wealth Management
Mclean,
Virginia
|
$287K
|
+$65
|
+2
|
+0%
|
|
|
12
|
IFP Advisors
Tampa,
Florida
|
$246K
|
-$57.6K
|
-1,784
|
-17%
|
|
|
13
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$181K
|
+$183K
|
+5,657
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$168K
|
+$30.5K
|
+945
|
+22%
|
|
|
15
|
Wolff Wiese Magana
Carslbad,
California
|
$105K
|
–
|
–
|
–
|
|
|
16
|
Whittier Trust
South Pasadena,
California
|
$100K
|
–
|
–
|
–
|
|
|
17
|
Cambridge Trust
Cambridge,
Massachusetts
|
$64.3K
|
–
|
–
|
–
|
|
|
18
|
Simplex Trading
Chicago,
Illinois
|
$19K
|
+$15.3K
|
+475
|
+403%
|
|
|
19
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$9.22K
|
+$9.17K
|
+284
|
New
|
|
|
20
|
Worth Asset Management
Dallas,
Texas
|
$6.53K
|
+$65
|
+2
|
+1%
|
|
|
21
|
|
$2.41K
|
–
|
–
|
–
|
|
|
22
|
Gradient Investments
Arden Hills,
Minnesota
|
$1.04K
|
–
|
–
|
–
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$129
|
-$10.2K
|
-316
|
-99%
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
$32
|
+$32
|
+1
|
New
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$17
|
-$32
|
-1
|
Closed
|
|
