|
1
|
Mariner
Overland Park,
Kansas
|
$4.01M
|
+$3.37M
|
+132,417
|
New
|
|
|
2
|
LPL Financial
San Diego,
California
|
$3.04M
|
+$2.24M
|
+88,132
|
+723%
|
|
|
3
|
Ferguson Shapiro
Decatur,
Georgia
|
$560K
|
–
|
–
|
–
|
|
|
4
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$335K
|
+$282K
|
+11,076
|
New
|
|
|
5
|
Wealthfront Advisers
Palo Alto,
California
|
$286K
|
-$58.5K
|
-2,296
|
-20%
|
|
|
6
|
|
$70.9K
|
-$9.78K
|
-384
|
-14%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$44.9K
|
+$37.8K
|
+1,483
|
New
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$28.3K
|
-$56.8K
|
-2,231
|
-70%
|
|
|
9
|
Harbour Investments
Madison,
Wisconsin
|
$27.3K
|
–
|
–
|
–
|
|
|
10
|
Oakworth Capital
Birmingham,
Alabama
|
$25K
|
–
|
–
|
–
|
|
|
11
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$18K
|
–
|
–
|
–
|
|
|
12
|
Global Retirement Partners
San Rafael,
California
|
$14K
|
+$11.7K
|
+461
|
New
|
|
|
13
|
North Star Investment Management
Chicago,
Illinois
|
$13K
|
–
|
–
|
–
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$8.66K
|
–
|
–
|
–
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$7.57K
|
–
|
–
|
–
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7K
|
-$1.94K
|
-76
|
-24%
|
|
|
17
|
Asset Dedication LLC
San Francisco,
California
|
$6.18K
|
–
|
–
|
–
|
|
|
18
|
Allworth Financial
Folsom,
California
|
$6.06K
|
-$8.22K
|
-323
|
-62%
|
|
|
19
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$4K
|
–
|
–
|
–
|
|
|
20
|
Principal Securities
Des Moines,
Iowa
|
$3.79K
|
–
|
–
|
–
|
|
|
21
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$3.03K
|
–
|
–
|
–
|
|
|
22
|
Group One Trading
Chicago,
Illinois
|
$3.03K
|
–
|
–
|
–
|
|
|
23
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$2.76K
|
+$2.32K
|
+91
|
New
|
|
|
24
|
Fairscale Capital
Nashua,
New Hampshire
|
$2.67K
|
–
|
–
|
–
|
|
|
25
|
Spire Wealth Management
Mclean,
Virginia
|
$2.39K
|
–
|
–
|
–
|
|
