|
1
|
Osaic Holdings
Scottsdale,
Arizona
|
$589K
|
–
|
–
|
–
|
|
|
2
|
|
$503K
|
+$169K
|
+7,495
|
+50%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$425K
|
-$15.7K
|
-695
|
-4%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$347K
|
-$241K
|
-10,683
|
-41%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$328K
|
-$58.9K
|
-2,617
|
-15%
|
|
|
6
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$278K
|
–
|
–
|
–
|
|
|
7
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$224K
|
-$1.96K
|
-87
|
-0.9%
|
|
|
8
|
Global Retirement Partners
San Rafael,
California
|
$174K
|
–
|
–
|
–
|
|
|
9
|
Key Financial Inc
West Chester,
Pennsylvania
|
$89K
|
–
|
–
|
–
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$71.5K
|
-$27.8K
|
-1,234
|
-28%
|
|
|
11
|
Gradient Investments
Arden Hills,
Minnesota
|
$70.6K
|
–
|
–
|
–
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$62.7K
|
-$14.9K
|
-661
|
-19%
|
|
|
13
|
|
$47.9K
|
+$31.4K
|
+1,394
|
+190%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$30K
|
+$29.7K
|
+1,320
|
New
|
|
|
15
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$14K
|
+$14.1K
|
+624
|
New
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$9K
|
-$484K
|
-21,490
|
-98%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$7.99K
|
-$3.92K
|
-174
|
-33%
|
|
|
18
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$6.74K
|
+$6.69K
|
+297
|
New
|
|
|
19
|
US Bancorp
Minneapolis,
Minnesota
|
$6.25K
|
–
|
–
|
–
|
|
|
20
|
Cullen/Frost Bankers
San Antonio,
Texas
|
–
|
-$91.9K
|
-4,306
|
Closed
|
|
|
21
|
Destiny Wealth Partners
Tavares,
Florida
|
–
|
-$30.1K
|
-1,410
|
Closed
|
|
|
22
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$14.2K
|
-667
|
Closed
|
|
|
23
|
Farther Finance Advisors
San Francisco,
California
|
–
|
-$12.9K
|
-603
|
Closed
|
|
|
24
|
Godsey & Gibb Inc
Richmond,
Virginia
|
–
|
-$1.73K
|
-81
|
Closed
|
|
|
25
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
–
|
-$1.17K
|
-55
|
Closed
|
|
