|
1
|
Atwood & Palmer
Kansas City,
Missouri
|
$39.1M
|
+$1.27M
|
+24,248
|
+3%
|
|
|
2
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$14.7M
|
+$14.8M
|
+282,655
|
New
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.52M
|
+$3.53M
|
+67,701
|
New
|
|
|
4
|
|
$1.68M
|
-$386K
|
-7,396
|
-19%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.61M
|
+$1.61M
|
+30,881
|
New
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$929K
|
+$932K
|
+17,847
|
New
|
|
|
7
|
MGO One Seven
Beachwood,
Ohio
|
$645K
|
+$43.7K
|
+837
|
+7%
|
|
|
8
|
Financial Engines Advisors
Santa Clara,
California
|
$409K
|
–
|
–
|
–
|
|
|
9
|
MML Investors Services
Springfield,
Massachusetts
|
$365K
|
+$366K
|
+7,015
|
New
|
|
|
10
|
Freedom Investment Management
Hartford,
Connecticut
|
$311K
|
+$5.06K
|
+97
|
+2%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$209K
|
-$1.11M
|
-21,235
|
-84%
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$175K
|
+$73.8K
|
+1,413
|
+73%
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$147K
|
+$147K
|
+2,823
|
+31,367%
|
|
|
14
|
Archer Investment Corporation
Carmel,
Indiana
|
$124K
|
+$11.1K
|
+213
|
+10%
|
|
|
15
|
Global Retirement Partners
San Rafael,
California
|
$57.2K
|
+$30.7K
|
+588
|
+115%
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
$20.4K
|
+$20.5K
|
+392
|
New
|
|
|
17
|
|
$8.53K
|
+$2.82K
|
+54
|
+49%
|
|
|
18
|
Trivant Custom Portfolio Group
San Diego,
California
|
–
|
-$3.4M
|
-65,060
|
Closed
|
|
