|
1
|
Citadel Advisors
Miami,
Florida
|
$1.63M
|
+$946K
|
+14,553
|
+113%
|
|
|
2
|
Cypress Wealth Services
Palm Desert,
California
|
$1.46M
|
+$129K
|
+1,978
|
+9%
|
|
|
3
|
Stephens Inc
Little Rock,
Arkansas
|
$941K
|
–
|
–
|
–
|
|
|
4
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$932K
|
+$706K
|
+10,859
|
+226%
|
|
|
5
|
Brio Consultants
San Francisco,
California
|
$426K
|
+$467K
|
+7,183
|
New
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$425K
|
+$465K
|
+7,154
|
New
|
|
|
7
|
MML Investors Services
Springfield,
Massachusetts
|
$370K
|
+$165K
|
+2,541
|
+69%
|
|
|
8
|
Belpointe Asset Management
Reno,
Nevada
|
$362K
|
+$46K
|
+707
|
+13%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$92K
|
-$25.6K
|
-394
|
-20%
|
|
|
10
|
LifePlan Financial Group
Dayton,
Ohio
|
$83K
|
–
|
–
|
–
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$35K
|
-$5.85K
|
-90
|
-13%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$29K
|
+$25.7K
|
+395
|
+449%
|
|
|
13
|
American Portfolios Advisors
Holbrook,
New York
|
$23.7K
|
–
|
–
|
–
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9K
|
+$9.76K
|
+150
|
New
|
|
|
15
|
Global Retirement Partners
San Rafael,
California
|
$2K
|
-$39.7K
|
-611
|
-96%
|
|
|
16
|
Geneos Wealth Management
Englewood,
Colorado
|
$1K
|
–
|
–
|
–
|
|
|
17
|
|
–
|
-$1.31M
|
-18,984
|
Closed
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
–
|
-$618K
|
-8,945
|
Closed
|
|
|
19
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
–
|
-$463K
|
-6,703
|
Closed
|
|
|
20
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
–
|
-$43K
|
-620
|
Closed
|
|
