|
1
|
Inspire Investing
Meridian,
Idaho
|
$7.84M
|
-$107K
|
-4,206
|
-1%
|
|
|
2
|
Creative Financial Designs
Kokomo,
Indiana
|
$4.21M
|
+$828K
|
+32,414
|
+22%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.02M
|
+$4.31M
|
+168,867
|
New
|
|
|
4
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.49M
|
+$1.12M
|
+43,766
|
+72%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.5M
|
+$582K
|
+22,765
|
+57%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$877K
|
+$379K
|
+14,838
|
+67%
|
|
|
7
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$678K
|
-$928K
|
-36,303
|
-56%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$569K
|
+$273K
|
+10,695
|
+81%
|
|
|
9
|
|
$445K
|
-$1.56M
|
-60,915
|
-77%
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$438K
|
+$26.3K
|
+1,030
|
+6%
|
|
|
11
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$368K
|
+$396K
|
+15,487
|
New
|
|
|
12
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$256K
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$46K
|
+$49.7K
|
+1,944
|
New
|
|
|
14
|
American Portfolios Advisors
Holbrook,
New York
|
$5.23K
|
–
|
–
|
–
|
|
|
15
|
Advisor Group
Phoenix,
Arizona
|
$4K
|
–
|
–
|
–
|
|
|
16
|
Institute for Wealth Management
Denver,
Colorado
|
–
|
-$2.1M
|
-74,684
|
Closed
|
|
|
17
|
Simplicity Solutions
Minneapolis,
Minnesota
|
–
|
-$328K
|
-11,696
|
Closed
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$303K
|
-10,825
|
Closed
|
|
|
19
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
–
|
-$238K
|
-8,505
|
Closed
|
|
|
20
|
Stratos Wealth Partners
Beachwood,
Ohio
|
–
|
-$88K
|
-3,138
|
Closed
|
|
