|
1
|
|
$51.1M
|
–
|
–
|
–
|
|
|
2
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$21.2M
|
+$21.2M
|
+415,263
|
New
|
|
|
3
|
Diversify Advisory Services
Sandy,
Utah
|
$13M
|
+$13M
|
+255,016
|
New
|
|
|
4
|
Diversify Wealth Management
Sandy,
Utah
|
$13M
|
+$13M
|
+255,016
|
New
|
|
|
5
|
Kestra Advisory Services
Austin,
Texas
|
$8.71M
|
+$1.02M
|
+20,067
|
+13%
|
|
|
6
|
|
$2.31M
|
-$465K
|
-9,123
|
-17%
|
|
|
7
|
Steward Partners Investment Advisory
New York
|
$1.98M
|
+$63K
|
+1,236
|
+3%
|
|
|
8
|
Wedbush Securities
Los Angeles,
California
|
$1.42M
|
+$208K
|
+4,080
|
+17%
|
|
|
9
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$1.37M
|
+$123K
|
+2,406
|
+10%
|
|
|
10
|
Merit Financial Group
Alpharetta,
Georgia
|
$958K
|
–
|
–
|
–
|
|
|
11
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$600K
|
+$602K
|
+11,825
|
New
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$386K
|
+$385K
|
+7,559
|
New
|
|
|
13
|
AmeriFlex Group
Las Vegas,
Nevada
|
$284K
|
+$5.5K
|
+108
|
+2%
|
|
|
14
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$254K
|
+$3.87K
|
+76
|
+2%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$205K
|
-$523K
|
-10,266
|
-72%
|
|
|
16
|
|
$189K
|
+$37.2K
|
+731
|
+25%
|
|
|
17
|
PlanVest Financial
Gaithersburg,
Maryland
|
$90.4K
|
+$5.09K
|
+100
|
+6%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$25.5K
|
–
|
–
|
–
|
|
|
19
|
Larson Financial Group
St Louis,
Missouri
|
$11.3K
|
+$11.3K
|
+221
|
New
|
|
|
20
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$10.4K
|
+$10.4K
|
+205
|
New
|
|
|
21
|
|
$10.2K
|
–
|
–
|
–
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$37
|
+$51
|
+1
|
New
|
|
|
23
|
Permanens Capital
New York
|
–
|
-$7.81M
|
-154,756
|
Closed
|
|
|
24
|
Flow Traders U.S.
New York
|
–
|
-$921K
|
-18,255
|
Closed
|
|
|
25
|
Cathy Pareto & Associates
Coral Gables,
Florida
|
–
|
-$305K
|
-6,037
|
Closed
|
|
