|
1
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$30M
|
+$26.9M
|
+843,657
|
New
|
|
|
2
|
Fred Alger Management
New York
|
$14M
|
–
|
–
|
–
|
|
|
3
|
LPL Financial
San Diego,
California
|
$4.73M
|
+$4.25M
|
+133,168
|
New
|
|
|
4
|
Mariner
Overland Park,
Kansas
|
$3.29M
|
+$2.96M
|
+92,712
|
New
|
|
|
5
|
Chilton Investment Company
Stamford,
Connecticut
|
$2.94M
|
+$2.64M
|
+82,661
|
New
|
|
|
6
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$1.32M
|
+$61.7K
|
+1,932
|
+6%
|
|
|
7
|
Davenport & Co
Richmond,
Virginia
|
$860K
|
+$131K
|
+4,095
|
+20%
|
|
|
8
|
Equitable Holdings
New York
|
$634K
|
+$570K
|
+17,855
|
New
|
|
|
9
|
NewEdge Advisors
New Orleans,
Louisiana
|
$601K
|
+$42.8K
|
+1,340
|
+9%
|
|
|
10
|
Avior Wealth Management
Omaha,
Nebraska
|
$420K
|
-$146K
|
-4,566
|
-28%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$334K
|
+$25.9K
|
+812
|
+9%
|
|
|
12
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$322K
|
+$290K
|
+9,075
|
New
|
|
|
13
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$249K
|
+$224K
|
+7,023
|
New
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$227K
|
+$204K
|
+6,393
|
New
|
|
|
15
|
Worth Asset Management
Dallas,
Texas
|
$210K
|
+$188K
|
+5,902
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$90.1K
|
-$402K
|
-12,588
|
-83%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$83.2K
|
+$74.8K
|
+2,341
|
New
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$20K
|
-$3.19K
|
-100
|
-15%
|
|
|
19
|
Harbour Investments
Madison,
Wisconsin
|
$8.53K
|
+$7.67K
|
+240
|
New
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
$355
|
–
|
–
|
–
|
|
|
21
|
|
$62
|
–
|
–
|
–
|
|
