|
1
|
AE Wealth Management
Topeka,
Kansas
|
$11.5M
|
+$2.82M
|
+56,768
|
+32%
|
|
|
2
|
Plancorp LLC
Saint Louis,
Missouri
|
$6.06M
|
–
|
–
|
–
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$4.34M
|
+$4.38M
|
+88,244
|
New
|
|
|
4
|
|
$3.87M
|
+$1.35M
|
+27,259
|
+53%
|
|
|
5
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$2.39M
|
+$126K
|
+2,547
|
+6%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.27M
|
+$812K
|
+16,355
|
+55%
|
|
|
7
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$2M
|
+$446K
|
+8,987
|
+28%
|
|
|
8
|
B&D White Capital Company
Lakeway,
Texas
|
$1.38M
|
+$1.39M
|
+27,991
|
New
|
|
|
9
|
Applied Capital
Little Rock,
Arkansas
|
$1.02M
|
-$131K
|
-2,641
|
-11%
|
|
|
10
|
Raymond James Trust
St. Petersburg,
Florida
|
$627K
|
+$633K
|
+12,745
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$334K
|
+$337K
|
+6,787
|
New
|
|
|
12
|
Bridge Advisory
Pasadena,
California
|
$332K
|
+$111K
|
+2,244
|
+50%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$332K
|
+$336K
|
+6,759
|
New
|
|
|
14
|
Park Avenue Securities
New York
|
$313K
|
+$316K
|
+6,368
|
New
|
|
|
15
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$56K
|
+$19.4K
|
+391
|
+52%
|
|
|
16
|
Ironwood Financial
Tucson,
Arizona
|
$51K
|
–
|
–
|
–
|
|
|
17
|
Larson Financial Group
St Louis,
Missouri
|
$2K
|
–
|
–
|
–
|
|
|
18
|
Carroll Financial Associates
Charlotte,
North Carolina
|
–
|
-$228K
|
-4,625
|
Closed
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
–
|
-$43K
|
-873
|
Closed
|
|
