|
1
|
J.W. Cole Advisors
Tampa,
Florida
|
$2.13M
|
+$121K
|
+2,730
|
+6%
|
|
|
2
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.65M
|
+$886K
|
+20,011
|
+131%
|
|
|
3
|
|
$1.61M
|
+$1.53M
|
+34,487
|
New
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.45M
|
+$179K
|
+4,034
|
+15%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$1.36M
|
+$1.28M
|
+28,965
|
New
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.14M
|
+$330K
|
+7,460
|
+44%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$980K
|
+$152K
|
+3,428
|
+20%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$707K
|
+$352K
|
+7,940
|
+111%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$571K
|
+$584K
|
+13,200
|
New
|
|
|
10
|
Avantax Advisory Services
Dallas,
Texas
|
$555K
|
+$525K
|
+11,862
|
New
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$506K
|
+$124K
|
+2,794
|
+35%
|
|
|
12
|
HBW Advisory Services
Simi Valley,
California
|
$362K
|
+$342K
|
+7,732
|
New
|
|
|
13
|
World Investment Advisors
Santa Barbara,
California
|
$329K
|
-$42.9K
|
-969
|
-12%
|
|
|
14
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$310K
|
-$60.8K
|
-1,374
|
-17%
|
|
|
15
|
Harbour Investments
Madison,
Wisconsin
|
$305K
|
+$78.3K
|
+1,769
|
+37%
|
|
|
16
|
Summit X LLC
Chesterfield,
Missouri
|
$228K
|
-$6.38K
|
-144
|
-3%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$169K
|
+$160K
|
+3,618
|
New
|
|
|
18
|
|
$28.1K
|
+$26.6K
|
+600
|
New
|
|
|
19
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$10.1K
|
+$44
|
+1
|
+0.5%
|
|
|
20
|
Hoey Investments
Coatesville,
Pennsylvania
|
$6.08K
|
–
|
–
|
–
|
|
|
21
|
Union Savings Bank
Litchfield,
Connecticut
|
$3.88K
|
–
|
–
|
–
|
|
|
22
|
Belpointe Asset Management
Reno,
Nevada
|
$1.02K
|
–
|
–
|
–
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$749
|
-$841
|
-19
|
-54%
|
|
|
24
|
Realta Investment Advisors
Wilmington,
Delaware
|
–
|
-$13.6K
|
-300
|
Closed
|
|
|
25
|
Opal Wealth Advisors
Jericho,
New York
|
–
|
-$2.81K
|
-62
|
Closed
|
|
