|
1
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$6.04M
|
+$425K
|
+8,842
|
+8%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$2.05M
|
+$572K
|
+11,898
|
+40%
|
|
|
3
|
|
$1.54M
|
-$1.36M
|
-28,260
|
-47%
|
|
|
4
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.31M
|
+$24K
|
+500
|
+2%
|
|
|
5
|
Financial Advocates Investment Management
Olympia,
Washington
|
$229K
|
-$25.5K
|
-530
|
-10%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$149K
|
+$4.61K
|
+96
|
+3%
|
|
|
7
|
Mach-1 Financial Group
Rogers,
Arkansas
|
$107K
|
+$105K
|
+2,184
|
New
|
|
|
8
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$95.5K
|
+$93.4K
|
+1,944
|
New
|
|
|
9
|
Harbour Investments
Madison,
Wisconsin
|
$33.7K
|
-$8.65K
|
-180
|
-21%
|
|
|
10
|
Steward Partners Investment Advisory
New York
|
$25.3K
|
-$3.84K
|
-80
|
-13%
|
|
|
11
|
Belpointe Asset Management
Reno,
Nevada
|
$16.4K
|
–
|
–
|
–
|
|
|
12
|
Geneos Wealth Management
Englewood,
Colorado
|
$9.82K
|
–
|
–
|
–
|
|
|
13
|
Global Retirement Partners
San Rafael,
California
|
$9.58K
|
-$4.8K
|
-100
|
-35%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4K
|
-$4.8K
|
-100
|
-57%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$29
|
-$48
|
-1
|
Closed
|
|
|
16
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
–
|
-$360K
|
-7,897
|
Closed
|
|
|
17
|
Rockefeller Capital Management
New York
|
–
|
-$218K
|
-4,789
|
Closed
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
–
|
-$137K
|
-2,680
|
Closed
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
–
|
-$6.74K
|
-148
|
Closed
|
|
|
20
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
–
|
-$228
|
-5
|
Closed
|
|
