|
1
|
Atwood & Palmer
Kansas City,
Missouri
|
$39.6M
|
+$976K
|
+18,755
|
+2%
|
|
|
2
|
Brookwood Investment Group
Phoenix,
Arizona
|
$5.79M
|
+$5.86M
|
+112,565
|
New
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.83M
|
+$353K
|
+6,792
|
+10%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.21M
|
+$1.64M
|
+31,484
|
+102%
|
|
|
5
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$3.02M
|
+$3.05M
|
+58,640
|
New
|
|
|
6
|
|
$2.49M
|
+$836K
|
+16,061
|
+50%
|
|
|
7
|
&Partners
Nashville,
Tennessee
|
$2.15M
|
+$2.16M
|
+41,611
|
New
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.3M
|
+$389K
|
+7,484
|
+42%
|
|
|
9
|
MML Investors Services
Springfield,
Massachusetts
|
$1.27M
|
+$920K
|
+17,685
|
+252%
|
|
|
10
|
Purpose Unlimited Inc
Toronto,
|
$1.07M
|
+$1.08M
|
+20,849
|
New
|
|
|
11
|
Savvy Advisors Inc
New York
|
$885K
|
+$895K
|
+17,207
|
New
|
|
|
12
|
|
$830K
|
+$839K
|
+16,130
|
New
|
|
|
13
|
MGO One Seven
Beachwood,
Ohio
|
$670K
|
+$32.5K
|
+625
|
+5%
|
|
|
14
|
Financial Engines Advisors
Santa Clara,
California
|
$404K
|
–
|
–
|
–
|
|
|
15
|
Freedom Investment Management
Hartford,
Connecticut
|
$304K
|
-$3.28K
|
-63
|
-1%
|
|
|
16
|
S&A Financial Services
Overland Park,
Kansas
|
$235K
|
+$238K
|
+4,574
|
New
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$214K
|
+$7.08K
|
+136
|
+3%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$197K
|
+$24.8K
|
+476
|
+14%
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$162K
|
+$16.9K
|
+324
|
+11%
|
|
|
20
|
Archer Investment Corporation
Carmel,
Indiana
|
$97K
|
-$26K
|
-500
|
-21%
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
$10.8K
|
-$9.47K
|
-182
|
-46%
|
|
|
22
|
|
$5.66K
|
-$2.81K
|
-54
|
-33%
|
|
|
23
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
–
|
-$14.7M
|
-282,655
|
Closed
|
|
