|
1
|
WorthPointe
La Jolla,
California
|
$1.71M
|
+$717K
|
+20,982
|
+68%
|
|
|
2
|
Atria Investments
Charlotte,
North Carolina
|
$1.68M
|
+$1.73M
|
+50,762
|
New
|
|
|
3
|
LPL Financial
San Diego,
California
|
$1.28M
|
+$536K
|
+15,676
|
+68%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.14M
|
+$119K
|
+3,493
|
+11%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.09M
|
+$1.13M
|
+32,991
|
New
|
|
|
6
|
|
$1.01M
|
–
|
–
|
–
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$967K
|
+$10.9K
|
+320
|
+1%
|
|
|
8
|
Private Advisor Group
Morristown,
New Jersey
|
$739K
|
+$558K
|
+16,342
|
+271%
|
|
|
9
|
MML Investors Services
Springfield,
Massachusetts
|
$459K
|
+$155K
|
+4,547
|
+49%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$446K
|
+$143K
|
+4,189
|
+45%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$371K
|
+$108K
|
+3,148
|
+39%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$370K
|
+$382K
|
+11,188
|
New
|
|
|
13
|
Brookstone Capital Management
Wheaton,
Illinois
|
$365K
|
+$380K
|
+11,132
|
New
|
|
|
14
|
McCollum Christoferson Group
Amherst,
New York
|
$304K
|
–
|
–
|
–
|
|
|
15
|
AE Wealth Management
Topeka,
Kansas
|
$278K
|
+$288K
|
+8,418
|
New
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$225K
|
+$233K
|
+6,819
|
New
|
|
|
17
|
Cetera Advisors
Denver,
Colorado
|
$218K
|
+$225K
|
+6,591
|
New
|
|
|
18
|
Winch Advisory Services
Appleton,
Wisconsin
|
$142K
|
+$171
|
+5
|
+0.1%
|
|
|
19
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$102K
|
–
|
–
|
–
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$84K
|
-$3.79K
|
-111
|
-4%
|
|
|
21
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$35.7K
|
–
|
–
|
–
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$17.6K
|
+$18.2K
|
+533
|
New
|
|
|
23
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$14.7K
|
+$15.2K
|
+445
|
New
|
|
|
24
|
WR Wealth Planners
Columbia,
Missouri
|
$11.6K
|
–
|
–
|
–
|
|
|
25
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$10.1K
|
+$10.4K
|
+305
|
New
|
|
