|
1
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$5.2M
|
+$4.99M
|
+114,231
|
New
|
|
|
2
|
|
$2.72M
|
+$600K
|
+13,727
|
+30%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$1.36M
|
-$391K
|
-8,945
|
-23%
|
|
|
4
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.2M
|
+$1.15M
|
+26,267
|
New
|
|
|
5
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$360K
|
+$87
|
+2
|
+0%
|
|
|
6
|
Financial Advocates Investment Management
Olympia,
Washington
|
$236K
|
-$4.37K
|
-100
|
-2%
|
|
|
7
|
Rockefeller Capital Management
New York
|
$218K
|
-$38.9K
|
-891
|
-16%
|
|
|
8
|
IFP Advisors
Tampa,
Florida
|
$137K
|
-$12.5K
|
-287
|
-10%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$133K
|
-$38K
|
-870
|
-23%
|
|
|
10
|
Harbour Investments
Madison,
Wisconsin
|
$39.5K
|
-$23.8K
|
-544
|
-39%
|
|
|
11
|
Steward Partners Investment Advisory
New York
|
$27.1K
|
-$3.28K
|
-75
|
-11%
|
|
|
12
|
Belpointe Asset Management
Reno,
Nevada
|
$15.2K
|
+$14.6K
|
+334
|
New
|
|
|
13
|
Global Retirement Partners
San Rafael,
California
|
$13.2K
|
–
|
–
|
–
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$9.11K
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$6.74K
|
+$6.46K
|
+148
|
New
|
|
|
17
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$228
|
+$218
|
+5
|
New
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$46
|
–
|
–
|
–
|
|
|
19
|
International Assets Investment Management
Orlando,
Florida
|
–
|
-$3.08M
|
-122,356
|
Closed
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
–
|
-$267K
|
-6,677
|
Closed
|
|
|
21
|
Mach-1 Financial Group
Rogers,
Arkansas
|
–
|
-$87K
|
-2,184
|
Closed
|
|
