|
1
|
Atwood & Palmer
Kansas City,
Missouri
|
$38.1M
|
+$840K
|
+16,247
|
+2%
|
|
|
2
|
Trivant Custom Portfolio Group
San Diego,
California
|
$3.4M
|
+$1.09K
|
+21
|
+0%
|
|
|
3
|
|
$2.08M
|
+$617K
|
+11,932
|
+43%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$1.32M
|
-$1.12M
|
-21,745
|
-46%
|
|
|
5
|
MGO One Seven
Beachwood,
Ohio
|
$605K
|
+$598K
|
+11,558
|
New
|
|
|
6
|
Financial Engines Advisors
Santa Clara,
California
|
$411K
|
–
|
–
|
–
|
|
|
7
|
Freedom Investment Management
Hartford,
Connecticut
|
$307K
|
-$1.53M
|
-29,583
|
-83%
|
|
|
8
|
Archer Investment Corporation
Carmel,
Indiana
|
$114K
|
+$19.7K
|
+380
|
+21%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$102K
|
+$26.6K
|
+514
|
+36%
|
|
|
10
|
Global Retirement Partners
San Rafael,
California
|
$26.7K
|
+$2.9K
|
+56
|
+12%
|
|
|
11
|
|
$5.75K
|
+$5.69K
|
+110
|
New
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$471
|
+$465
|
+9
|
New
|
|
|
13
|
|
–
|
-$1.86M
|
-36,035
|
Closed
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$29.6K
|
-575
|
Closed
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
–
|
-$4.64K
|
-90
|
Closed
|
|
