|
1
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$1.83M
|
+$42K
|
+616
|
+2%
|
|
|
2
|
Cypress Wealth Services
Palm Desert,
California
|
$1.56M
|
-$15.9K
|
-233
|
-1%
|
|
|
3
|
|
$1.31M
|
+$1.03M
|
+15,120
|
+391%
|
|
|
4
|
Stephens Inc
Little Rock,
Arkansas
|
$1.09M
|
–
|
–
|
–
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$890K
|
+$880K
|
+12,896
|
New
|
|
|
6
|
Advisor Group
Phoenix,
Arizona
|
$618K
|
-$51.2K
|
-750
|
-8%
|
|
|
7
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$463K
|
+$1.91K
|
+28
|
+0.4%
|
|
|
8
|
Belpointe Asset Management
Reno,
Nevada
|
$373K
|
+$52.8K
|
+774
|
+17%
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$331K
|
+$164K
|
+2,410
|
+101%
|
|
|
10
|
MML Investors Services
Springfield,
Massachusetts
|
$255K
|
+$251K
|
+3,686
|
New
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$135K
|
+$133K
|
+1,950
|
New
|
|
|
12
|
LifePlan Financial Group
Dayton,
Ohio
|
$97K
|
–
|
–
|
–
|
|
|
13
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$47K
|
–
|
–
|
–
|
|
|
14
|
Global Retirement Partners
San Rafael,
California
|
$44K
|
–
|
–
|
–
|
|
|
15
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$43K
|
–
|
–
|
–
|
|
|
16
|
American Portfolios Advisors
Holbrook,
New York
|
$27.6K
|
+$27.3K
|
+400
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$6K
|
+$6K
|
+88
|
New
|
|
|
18
|
Geneos Wealth Management
Englewood,
Colorado
|
$1K
|
–
|
–
|
–
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$15K
|
-229
|
Closed
|
|
|
20
|
Bay Colony Advisors
Concord,
Massachusetts
|
–
|
-$4K
|
-56
|
Closed
|
|
