|
1
|
CreativeOne Wealth
Overland Park,
Kansas
|
$91.4M
|
+$11M
|
+206,417
|
+14%
|
|
|
2
|
GeoWealth Management
Chicago,
Illinois
|
$66.6M
|
+$61.6M
|
+1,155,252
|
+1,340%
|
|
|
3
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$14.4M
|
+$1.5M
|
+28,103
|
+12%
|
|
|
4
|
BSW Wealth Partners
Boulder,
Colorado
|
$11.1M
|
+$11M
|
+206,309
|
New
|
|
|
5
|
Smart Portfolios LLC
Seattle,
Washington
|
$10.2M
|
+$10.3M
|
+193,084
|
New
|
|
|
6
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$7.71M
|
+$7.66M
|
+143,735
|
New
|
|
|
7
|
Avalon Capital Management
Port Of Redwood City,
California
|
$5.64M
|
+$5.6M
|
+105,086
|
New
|
|
|
8
|
Flow Traders U.S.
New York
|
$4.35M
|
-$15.4K
|
-288
|
-0.4%
|
|
|
9
|
Total Investment Management
Scottsdale,
Arizona
|
$3.94M
|
+$13.5K
|
+253
|
+0.3%
|
|
|
10
|
|
$944K
|
+$393K
|
+7,368
|
+72%
|
|
|
11
|
Stephens Inc
Little Rock,
Arkansas
|
$802K
|
+$797K
|
+14,953
|
New
|
|
|
12
|
Atria Investments
Charlotte,
North Carolina
|
$640K
|
+$181K
|
+3,391
|
+40%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$205K
|
+$204K
|
+3,825
|
New
|
|
|
14
|
Advisor Group
Phoenix,
Arizona
|
$118K
|
+$118K
|
+2,205
|
New
|
|
|
15
|
|
$111K
|
-$14.9M
|
-280,105
|
-99%
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$16K
|
+$16K
|
+301
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$7K
|
+$6.82K
|
+128
|
New
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$5K
|
+$5.01K
|
+94
|
New
|
|
|
19
|
WealthStone
Columbus,
Ohio
|
–
|
-$342
|
-7
|
Closed
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
–
|
+$53
|
+1
|
New
|
|
