|
1
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.09M
|
+$1.41M
|
+55,880
|
+38%
|
|
|
2
|
Avantax Advisory Services
Dallas,
Texas
|
$3.02M
|
-$190K
|
-7,502
|
-6%
|
|
|
3
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$2.19M
|
+$622K
|
+24,599
|
+39%
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.69M
|
+$1.7M
|
+67,417
|
New
|
|
|
5
|
|
$789K
|
-$374K
|
-14,781
|
-32%
|
|
|
6
|
Evolution Wealth Advisors
Aventura,
Florida
|
$767K
|
–
|
–
|
–
|
|
|
7
|
Belpointe Asset Management
Reno,
Nevada
|
$528K
|
+$531K
|
+21,010
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$501K
|
-$29.5K
|
-1,166
|
-6%
|
|
|
9
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$206K
|
–
|
–
|
–
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$205K
|
-$140K
|
-5,536
|
-40%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$205K
|
-$59.1K
|
-2,338
|
-22%
|
|
|
12
|
|
$201K
|
+$202K
|
+8,000
|
New
|
|
|
13
|
Independent Financial Group
San Diego,
California
|
$201K
|
+$202K
|
+8,000
|
New
|
|
|
14
|
Destiny Wealth Partners
Tavares,
Florida
|
$108K
|
–
|
–
|
–
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
$55K
|
+$30.3K
|
+1,200
|
+120%
|
|
|
16
|
Koshinski Asset Management
Decatur,
Illinois
|
$43K
|
+$379
|
+15
|
+0.9%
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$24K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$19K
|
+$3.51K
|
+139
|
+23%
|
|
|
19
|
Worth Asset Management
Dallas,
Texas
|
$11K
|
+$12.6K
|
+500
|
New
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
–
|
-$340K
|
-13,399
|
Closed
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$258K
|
-10,173
|
Closed
|
|
|
22
|
Rockefeller Capital Management
New York
|
–
|
-$19K
|
-777
|
Closed
|
|
