|
1
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.94M
|
+$572K
|
+13,518
|
+46%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.23M
|
-$675K
|
-15,948
|
-37%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$794K
|
+$741K
|
+17,497
|
New
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$770K
|
+$71K
|
+1,677
|
+11%
|
|
|
5
|
Kestra Private Wealth Services
Austin,
Texas
|
$695K
|
+$648K
|
+15,314
|
New
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$364K
|
+$75.7K
|
+1,789
|
+29%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$363K
|
-$16.2K
|
-382
|
-5%
|
|
|
8
|
World Investment Advisors
Santa Barbara,
California
|
$363K
|
+$338K
|
+7,991
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$325K
|
+$303K
|
+7,164
|
New
|
|
|
10
|
Summit X LLC
Chesterfield,
Missouri
|
$235K
|
+$219K
|
+5,168
|
New
|
|
|
11
|
Harbour Investments
Madison,
Wisconsin
|
$215K
|
+$94.5K
|
+2,231
|
+89%
|
|
|
12
|
Realta Investment Advisors
Wilmington,
Delaware
|
$13.6K
|
+$12.7K
|
+300
|
New
|
|
|
13
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$9.71K
|
+$9.06K
|
+214
|
New
|
|
|
14
|
Hoey Investments
Coatesville,
Pennsylvania
|
$6.08K
|
+$5.08K
|
+120
|
+857%
|
|
|
15
|
Union Savings Bank
Litchfield,
Connecticut
|
$3.77K
|
+$3.51K
|
+83
|
New
|
|
|
16
|
Opal Wealth Advisors
Jericho,
New York
|
$2.81K
|
+$2.63K
|
+62
|
New
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$1.59K
|
–
|
–
|
–
|
|
|
18
|
Belpointe Asset Management
Reno,
Nevada
|
$999
|
+$931
|
+22
|
New
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.55M
|
-35,809
|
Closed
|
|
|
20
|
Flow Traders U.S.
New York
|
–
|
-$1.1M
|
-25,376
|
Closed
|
|
|
21
|
Concurrent Investment Advisors
Tampa,
Florida
|
–
|
-$759K
|
-17,557
|
Closed
|
|
|
22
|
CreativeOne Wealth
Overland Park,
Kansas
|
–
|
-$738K
|
-17,069
|
Closed
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$424K
|
-9,798
|
Closed
|
|
|
24
|
|
–
|
-$410K
|
-9,486
|
Closed
|
|
