|
1
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
$8.15M
|
–
|
–
|
–
|
|
|
2
|
Nottingham Advisors
Amherst,
New York
|
$6.84M
|
+$880K
|
+28,760
|
+16%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.84M
|
+$3.62M
|
+118,269
|
New
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.59M
|
-$595K
|
-19,460
|
-28%
|
|
|
5
|
Community Bank
Dewitt,
New York
|
$1.4M
|
+$902K
|
+29,490
|
+215%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$1.08M
|
+$129K
|
+4,234
|
+15%
|
|
|
7
|
Lido Advisors
Los Angeles,
California
|
$796K
|
+$749K
|
+24,502
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$307K
|
+$289K
|
+9,455
|
New
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$237K
|
-$1.04M
|
-33,872
|
-82%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.6K
|
+$2.29K
|
+75
|
+16%
|
|
|
11
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$12.4K
|
+$5.47K
|
+179
|
+88%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$4.29K
|
+$4.04K
|
+132
|
New
|
|
|
13
|
3EDGE Asset Management
Naples,
Florida
|
–
|
-$3.84M
|
-134,209
|
Closed
|
|
|
14
|
Fortitude Family Office
Scottsdale,
Arizona
|
–
|
-$87.1K
|
-3,046
|
Closed
|
|
