|
1
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.6M
|
+$286K
|
+12,217
|
+6%
|
|
|
2
|
Avantax Advisory Services
Dallas,
Texas
|
$2.64M
|
+$70.5K
|
+3,009
|
+3%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.6M
|
+$170K
|
+7,270
|
+11%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$783K
|
+$856K
|
+36,555
|
New
|
|
|
5
|
Evolution Wealth Advisors
Aventura,
Florida
|
$654K
|
–
|
–
|
–
|
|
|
6
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$576K
|
-$1.41M
|
-60,343
|
-69%
|
|
|
7
|
Belpointe Asset Management
Reno,
Nevada
|
$486K
|
+$39.6K
|
+1,690
|
+8%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$347K
|
-$88K
|
-3,759
|
-19%
|
|
|
9
|
|
$275K
|
-$434K
|
-18,540
|
-59%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$175K
|
–
|
–
|
–
|
|
|
11
|
Destiny Wealth Partners
Tavares,
Florida
|
$92K
|
–
|
–
|
–
|
|
|
12
|
IFP Advisors
Tampa,
Florida
|
$55K
|
–
|
–
|
–
|
|
|
13
|
Harbour Investments
Madison,
Wisconsin
|
$48K
|
+$52.4K
|
+2,238
|
New
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$20K
|
–
|
–
|
–
|
|
|
15
|
Credit Suisse
Zurich,
Switzerland
|
$13K
|
+$14.1K
|
+600
|
New
|
|
|
16
|
Worth Asset Management
Dallas,
Texas
|
$5K
|
-$5.86K
|
-250
|
-50%
|
|
|
17
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
–
|
-$206K
|
-8,211
|
Closed
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$205K
|
-8,156
|
Closed
|
|
|
19
|
Independent Financial Group
San Diego,
California
|
–
|
-$201K
|
-8,000
|
Closed
|
|
|
20
|
|
–
|
-$201K
|
-8,000
|
Closed
|
|
|
21
|
Koshinski Asset Management
Decatur,
Illinois
|
–
|
-$43K
|
-1,712
|
Closed
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$19K
|
-739
|
Closed
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$23
|
+1
|
New
|
|
